Generate IR56g Batch

Generate IR56G Batch is under Taxation Menu.

The Generate IR56G Batch is used to create a set of IR56G records for employees who are leaving employment and departing from Hong Kong. The IR56G form is required by the Hong Kong Inland Revenue Department (IRD) as notification of an employee's cessation and departure from Hong Kong for tax clearance purposes.

IR56G Batch No.: This is a user-definable key (up to 20 characters) used to identify the IR56G batch. The default batch name format is IR56Fyyyymm, where “yyyymm” represents the current year and month. You may customize batch names to suit different IR56F batches for your company.

Employer: If your database holds multiple employer records, select the specific employer to generate that employer’s IR56G batch.

Taxation Period: Choose the relevant taxation period; only employees terminated within this period will be included in the batch.

Type of Form:

There are three types:

• Original ("O"): Used for a first-time IR56G submission for the employee.

• Additional ("A"): For reporting additional income (such as bonuses) not included in a previously submitted form.

• Replacement ("R"): For correcting errors found in a previously submitted form.

Employee Selection:

Displays a list of terminated employees who:

• Are marked as Hong Kong Income Tax Taxable in Employee Master (IR tab).

• Are not flagged as Non-Employee for IR56M in Employee Master (IR tab).

• Do not have the "IR56F/G Printed" box checked in Employee Master (IR tab).

• Have their termination date within the selected taxation period.

• If "Accumulate IR56 Forms by HKID" (in Taxation Module Setup) is enabled, all employees with the same HKID terminated in the year will be included.

• Are aligned with the chosen employer (if multiple employers exist).

• Have no existing IR56F or IR56G record.

• Have taxable income above 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)..

• If the employee dropdown "[All Eligible]" is selected, staff with future termination dates are also considered. (unless the check-box option "[All Eligible] employees, including employees whose termination date is in the future when generating IR56G Batch" in Taxation Module Setup is turned off)

Start IR56G Generation

• Click this button to start generating IR56G records. The system will select eligible employees (as defined above) and accumulate their taxable income from payroll—even if payroll batches are not yet posted for the year.

IR56G Amendment

• After the batch is generated, amendments can be made to the IR56G records if further adjustments are needed.

Form Accumulation

• - By default, IR56F/IR56G forms are generated per employee number per sheet. If "Accumulate IR56 Forms by HKID" is checked in the Taxation Module Setup, all records with the same HKID are merged as required.

Compliance Note

• - The IR56G form must be completed and submitted to the Hong Kong Inland Revenue Department (IRD) no later than one month before the employee’s departure. Employers must withhold outgoing payments to the employee until they receive a tax clearance release.

Summary:

The Generate IR56G Batch process helps you create compliant notification forms for employees ceasing employment and leaving Hong Kong, ensuring all relevant income and eligibility criteria are covered, amendments can be made, and batches are securely managed and customized for accurate IRD reporting.

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