Generate IR56E Batch

IR56E Batch No.: This is a user-defined identifier for the IR56E batch. The default format is ‘IR56Eyyyymm,’ where yyyymm represents the current year and month. You can assign different IR56E Batch Nos. to distinguish between multiple IR56E batches.

Employer: Select the employer for whom you want to create an IR56F batch. If the database contains multiple employers, you must create separate IR56F batches for each one.

Taxation Period: Select the taxation period. Only employees whose join date falls within this period will be included in the batch.

Type of Form

• Original "O" -  for form not previously filed for the employee concerned. 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)

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

Employee: This list displays new join employees for whom the "Hong Kong Income Tax Taxable" option is checked and the "IR56E is printed" option is not checked. These settings are defined at the Employee Master, IR tab.

Start IR56E Generation

Click Start IR56E Generation to create IR56E records. When the Employee dropdown is set to [All Eligible], HRPro will include only employees who meet all the following criteria:

1. 1. Hong Kong Income Tax Taxable is checked in the Employee Master, IR tab.

   2. Non-Employee for IR56M is not checked in the Employee Master, IR tab.

   3. The employee's Join Date falls within the selected taxation year. 

   4. The employee's Employer matches the selected Employer (if there are multiple employers in the database).

   5. IR56E is printed is not checked in the Employee Master, IR tab.

   6. The employee belongs to your managed employee group (If the "Manage Employee by Group" option is enabled).

   7. The employee is active as of the current date.

After that, you can perform the IR56E Amendment for any adjustment. 

The IR56E form must be completed and returned to the Inland Revenue Department (IRD) within 3 months from the employee’s commencement date of employment if the employee is or is likely to be chargeable to Salaries Tax under the Inland Revenue Ordinance. This requirement ensures the timely reporting of newly employed individuals who are taxable residents or liable for salaries tax in Hong Kong. Employers should ensure the accuracy and punctual submission of the IR56E notification to comply with statutory obligations.