【Hong Kong】Prepare IR56F for submission

15-Apr-2024 · Wing Au Yeung
Available in other languages 中文

What we need

Let's make sure the following are done before we move onto IR56F reporting:

  • Tax information of employer is updated (Master Data -> Organization)
  • Employees' personal information is updated (Staff -> Applicant)
  • Payrolls from last April to March are done and posted (Payroll -> Payroll Batch)
  • Pay types are correctly configured on whether it is taxable with proper tax category (Master Data --> Job Order Template)
    ➡️ Details setting can take a look at Get Ready for using Taxation

Steps to preparing IR56F for submission

1. Preparing IR56F Batch

  • Go to Taxation -> IR56F Batch/IR56F(if you have IR56F only)
  • Click "Add New"
    • Specify the company and tax period
    • Confirm. You now have a blank IR56F batch
  • Click "Add Placement"
    • Pick who you are reporting tax. Just like payroll.
    • Confirm. Then chosen staff would be added to the IR56F batch.

2. Reviewing IR56F

  • Check and make changes to individual tax forms one by one, or
  • Generate the reports to check the amount
    • Go to Analytic->Taxation-> 
      • Tax Details Report,
      • Tax Summary Report, or
    • Go to Analytic->Payroll->Payroll Details by Placement

3. Submitting IR56F

You can choose to submit IR56F to IRD via eTax or [through Hard Copy]

  • Go to More->Generate IR56f Xml

    • Save the XML file
  • Go to GovHK website https://www.gov.hk/en/residents/taxes/etax/services/efiling_er.htm and upload the XML file

    • Submit IR56 via etax Mixed Mode
    • Choose Mixed Mode and input the information needed(Tax file number, Employer Identification Code)
    • Check and Submit the information
  • Save and Print the Acknowledgement and the Control List

  • Sign and Submit the Control List with a duly completed and signed paper BIR56A
    ⚠️ The Authorized Signer is required to sign on each and every page of the Control List

  • You can refer to the below websites for the procedures
    1. Online Demo 
    2. User Guide in PDF (P.30)

For submitting the IR56F in hard copy,

  • Go to the IR56F->More->Print IR56F(2019) and you can submit the hard copy of the form to IRD
  • You can also print all IR56F in the same tax year in one time
  • The forms generated should be without "<THIS COPY IS NOT FOR SUBMISSION TO THE DEPARTMENT>" at the bottom._____2022-01-11_11.28.55.png

4. Delivering IR56F

  • Click into the form->More -> Print IR56F/ Email IR56F to (staff individual email)