Let's make sure the following are done before we move onto IR8A reporting:
Tax information of employer is updated (Master Data --> Organization)
Employees' personal information is updated (Staff --> Applicant)
Payrolls from last January to December 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 IR8A for submission
1. Preparing IR8A Batch
Go to Taxation --> IR8A
Click "Add New"
Specify the company and tax period
Confirm. You now have a blank IR8A batch
Click "Add Placement"
Pick who you are reporting tax. Just like payroll.
Confirm. The staff are being added to the IR8A batch.
2. Reviewing IR8A
Check and make changes to individual tax forms
3. Submitting IR8A
After preparing and checking the tax batch, select More / Submit via API
System will do a preliminary validation. If the record is accepted, then there will be a button to proceed. Otherwise there will be error message telling you the problem
Once submitted, you will be directed to the Corppass site and you are required to login with the corresponding account
Once login you will be directed back to Backstage and Backstage will submit the tax records. The result message from IRAS will be displayed