IR56E Amendment - Notification by an employer of an employee who commences to be employed

IR56E Amendment is under Taxation Menu.  

This screen allows you to find an IR56E batch previously generated from the Generate IR56E Batch function that you wish to view or edit.

• Click the IR56E Batch No. to open and view the details of that batch.

• Use Show Active, Show Inactive, or Show All to display batches based on their status, including those that have been protected.

IR56E Submission Date: The submission date for the IR56E is taken from the Submission Date field in the Output IR56E Data File. This date is automatically updated once the data file is generated.

This screen allows you to amend details in the IR56E tax sheets. Records are sorted by Surname and Given Name.

• Click the Sheet No. to open and edit a specific IR56E record.

• A row highlighted in light blue indicates that the IR56E record has been manually modified.

• To make updates in bulk:

  1. Click Export to export the current batch to an Excel file.

  2. Modify the required information in Excel.

  3. Click Import to update the existing batch with the changes.

Edit IR56E

All information in the IR56E record is automatically populated from the employee master data. You only need to make amendments if:

• The data from the master record is invalid, or

• A manual update is required.

After making the necessary changes, click Save to store the updated IR56E record.

Protect / Unprotect IR56E Batch:

After completing the IR56E cycle, you can click Protect to lock and protect the IR56E batch from further changes.

If the batch is protected but you later discover data errors, you can use Unprotect IR56E Batch to unlock it. Once unprotected, the data for the specified IR56E batch cycle will be editable, and you can amend or regenerate the IR56E batch as needed.