Generate IR56B Batch

Generate IR56B Batch is under Taxation Menu.

The "Generate IR56B Batch" feature in HRPro creates a batch of IR56B tax forms for employees. These forms are essential for annual tax reporting in Hong Kong, documenting employees' income, allowances, and deductions for the tax year.

This screen allows you to generate the IR56B tax sheets for employees in a particular financial year according to IRD Sep 2019 Specifications.  If the tax sheets have already been generated, you would be warned before overwriting them. 

IR56B Batch No. is a User Definable Key (up to 20 characters) to identify the IR56B batch, the default name is IR56Byyyyzzzz (where yyyyzzzz is the current taxation year).  You can design different IR56B Batch No. for different batches. 

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

Type of Form

• Original "O" - for reporting the income of an employee in the annual submission. e.g. First time submission.

• Additional "A" - for reporting additional income of an employee that has not been included in the form previously submitted (either paper or electronic). e.g. Bonus.

• Replacement "R" - for correcting errors of the form previously submitted (either paper or electronic).

• Supplementary "S" - for reporting the income of an employee which has not been reported in the annual submission.

The computerized IR56B record for annual submission (i.e. original IR56B records with Type of Form = “O”) must NOT be submitted with additional / replacement / supplementary IR56B records (i.e. with status = “A” / “R” / “S”) in the same data file.  Separate data files should be generated for filing the original IR56B records and the additional / replacement / supplementary IR56B records. 

The IR56B tax sheets conformed to the standards of the Hong Kong Inland Revenue Department.  They would contain all the necessary information about your employee and the accumulated earnings over the taxation year. 

Click the Start IR56B Generation to generate the IR56B records, make sure the payroll batches within the taxation year are all protected and the employee meets the below criteria when the Employee dropdown list is "All Eligible".

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 end of the taxation year. If Accumulate IR56 Forms by HKID are turned on, also include those employees whose termination date is within the taxation year.

4. The Employee's Employer is the selected Employer

5. Total Taxable Income greater than zero (if Allow create zero amount IR form even if payroll amount is zero in taxation Module Setup is not turned on)

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

By default, IR56B is accumulated per employee number per sheet unless the Accumulate IR56 Forms by HKID is checked in Taxation Module Setup. 

If the check-box option Allows creating zero amount IR forms even if the payroll amount is zero in Taxation Module Setup is turned on, even if there is no payroll batch exists in the taxation year, a zero amount IR56B forms for the eligible employees will be generated.

This screen is not available to the user that does not grant Manage All Employees in Manage Employees by Group.