How to process year end tax?

Modified on Wed, 11 Dec at 3:29 PM

This guide covers everything you need to know for filing year end tax:

1. Generating and Preparing Year End Tax Filing

2. Generating IR8A & IR8S File

3. Generating A8A & A8B File

4. Editing IR8S Forms

5. Submitting IR8A/IR8S/A8A/A8B directly via API

Generating and Preparing Year End Tax Filing

1. Go to Manage Company found on the left sidebar

2. Navigate to Payroll Info tab

3. Scroll down to the Year End Tax section, expand it and click the Create button

4. System will prompt a pop up form where you'll can choose the Year Assessment and File Type. Once selected, click CREATE.

5. Once created, Click ACTIONS then select Manage

6. On the manage page, head over to the Setup tab.

7. Firstly, double check the accuracy of your company info. You may click EDIT to amend/update any info.

8. Next, under Setup, head over to the Employee Tab

9. Select the employees whom you'll be preparing tax filings for and click SAVE

[Note: Tick on the Generate A8A and Generate A8B for those employees that require the forms]

10. Lastly, under setup, head over to the Pay Items tab where you'll be able to double check if all pay items are mapped to the correct IR8A Code

11. If you'd like to generate A8A forms, select the IR8A code to "D9 - Value of benefits in kind".

[Note: For A8A code, you may choose based on the items that is related to the pay items (i.e Hotel etc)]

12. Once completed, you are ready to generate your IR8A / IR8S / A8A / A8B files

Generating IR8A & IR8S File

1. To generate your IR8A/IR8S File, head over to the IR8A tab

2. Click the GENERATE IR8A FILES button
Note: Clicking the GENERATE IR8A FILES will also generate the IR8S Files

Note: Depending on the number of employee(s), HReasily will take anywhere between 1 - 5 minute(s) to prepare the files.

3. Once generated, you'll be able to download employee IR8A/IR8S pdf file as well as TXT (AIS) file.

Important Notes:

IR8S will be generated in the following events:
‣ Pay Item is tagged to IR8A code D7 (Employer Excess / Employee Voluntary)
‣ Voluntary CPF contribution is enabled under the Company Payroll Info
‣ A tax amendment is processed.

Generating A8A & A8B File

1. To generate your A8A File, head over to the A8A tab

[Note: Be sure to generate IR8A first before proceeding to A8A tab]

2. Once A8A files are generated, you'll be able to download employee A8A pdf file as well as TXT (AIS) file.

[Note: Files will be generated only for those selected employees' names on the Setup > Employee]

3. If you have yet to add the pay item into the payroll, scroll down to manually input the amount under "Appendix 8A data input".

4. Next, head over to the A8B tab to generate A8B file.

5. Lastly, system will auto generate the Appendix 8B.

Important Notes:

A8A will be generated in the following events:
‣ Pay Item is tagged to IR8A code D9 (Value of benefits in kind)
‣ Employers have to complete this Appendix 8A form for employees who were provided with benefits-in-kind.
Kindly reach out to our Support Team if you can't find A8A and A8B tab.

Editing IR8S Forms

1. To edit IR8S Forms, navigate to the IR8S tab

2. Scroll down to the IR8S Data Input table and make the necessary amendments

3. Once completed, click SAVE

Submitting IR8A/IR8S/A8A/A8B directly via API

1. To submit, go to the Summary Tab

2. Scroll down to the bottom and click VALIDATE & SUBMIT TO IRAS

3. A pop-up will be shown to check if you are submitting as a third-party agent.
YES : for user who is managing the payroll outsource.
NO : for user who is submitting on behalf of their company.

4. You will then be prompt to login to your Singpass.
Please ensure that the company has already allocated you the Approver role in IRAS’ e-Services portal.
*Only Approver role is able to submit the form(s) to IRAS.

5. After logging in, kindly select the company for which you intend to submit the form(s).

6. Upon choosing the company you represent, a pop-up will appear, seeking permission for HR Easily to establish a connection and conduct transactions on behalf of IRAS via AIS.

Kindly click on "ALLOW".

The page will redirect you back to HReasily's portal. Please proceed by clicking on the Validate and Submit to IRAS button.

7. Once it is authenticated, there will another pop-up confirming the submission of the forms.

8. HR Easily will validate again and will indicate if there are any errors. If there is no errors, the company is ready to submit form(s) to IRAS.

9. A final confirmation will be required before the submission of income records to IRAS. This action will not be reversible.

10. Upon completion of the submission, you should receive an email from IRAS confirming the successful submission of employment income records.

Important Notes:

Once submitted, the Status under Year End Tax will be updated to Submitted. All past payroll will no longer be revertable to draft. Should there be any mistakes in the submitted files, you'll need to create an amendment file to correct the mistake.