Generate IR56B Batch

This menu allows you to generate the IR56B tax sheets for staff in a particular financial year.  If the tax sheets have already been generated, you would be warned before overwriting them. 

Select each Employer to create different IR56B batches if you have multiple employer per database. 

The IR56B tax sheets are conformed to the standards from the Hong Kong Inland Revenue Department.  They would contain all the necessary information about your staff and the accumulated earnings over the financial year. 

Click the Start IR56B Generation to generate the IR56B records, make sure the payroll batches within the taxation year are all posted and the employee meet below criteria.

The employee selection criteria are

  1. Hong Kong Income Tax Taxable is checked at Employee Master, IR tab
  2. Non-Employee for IR56M is not checked at Employee Master, IR tab
  3. Employee is not terminated or the Terminated Date is after the taxation year. If Accumulate IR56B/M by HKID turned on, also included those employees that the termination date is within the taxation year.
  4. The join date is earlier than the taxation year
  5. The Employee's Employer is the selected Employer

After that you can use the IR56B Amendment for any adjustment.

By default, IR56B accumulated per employee number per sheet unless the Accumulate IR56B/M by HKID is checked in Taxation Module Setup.

Please note that when there is no payroll batch exists in the taxation year, a zero amount IR56B forms for the eligible employees will be generated.