Generate IR56F Batch

IR56F Batch No. is a User Definable Key (up to 20 characters) to identify the IR56F batch, the default name is IR56Fyyyymm (where yyyymm is the current year and month). You can design different IR56F Batch No. for different IR56F Batches.

Select each Employer to create different IR56F batches if you have multiple employers per database. 

Select the Taxation Period, only the employees terminated within the taxation period will be inserted into 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 the additional income of an employee that has not been included in the form previously submitted. e.g. Bonus 

• Replacement "R"  -  for correcting errors in the form previously submitted. 

The IR56F 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. 

Employee

This list contains the terminated employees for whom Hong Kong Income Tax Taxable is checked and IR56F/G Printed is not checked (defined at Employee Master, IR tab.) 

Start IR56F Generation

Click the Start IR56F Generation to generate the IR56F records, the payroll batches within the taxation year are NOT NECESSARY protected and the employees who meet the below criteria will be selected to generate when the Employee dropdown list is [All Eligible].

1. 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. The Termination Date of the Employee is within the taxation year. 

   4. If Accumulate IR56 Forms by HKID (in Taxation Module Setup) are turned on, all those employees with the same HKID are terminated and the last termination date is within the taxation year.

   5. The Employee's Employer is the selected Employer (if multiple employers are defined).

   6. The checkbox option IR56F/G Printed in Employee Master, IR tab is not checked.

   7. The IR56G or IR56F (2018 Format) record does not exist.

   8. Total Taxable Income is greater than zero (unless the check-box option Allows creating zero amount IR forms even if the payroll amount is zero in Taxation Module Setup is turned on).

   9. The Termination Date of the Employee is on or before the IR56F generation date (unless the check-box option [All Eligible] employees including employees that the termination date is in the future when generating IR56F Batch in Taxation Module Setup is turned off).

After that, you can perform the IR56F Amendment for any adjustment. 

By default, IR56F is accumulated per employee number per sheet unless the Accumulate IR56 Forms by HKID is checked in Taxation Module Setup. 

The IR56F form should be submitted no later than 1 month before the date of cessation of employment of the employee.