【Hong Kong】Prepare IR56E for submission

What we need

Before submitting IR56E via eTax, ensure the following are done:

• Tax information of the employer is updated (Master Data -> Organization)
• Employees' personal information is updated (Staff -> Applicant)
• Employees' salary information is updated (Staff -> Placement -> Salary)
  ➡️ Details setting can take a look at Get Ready for using Taxation

Steps to submit IR56E via eTax

1. Creating IR56E Batch

• Go to Taxation -> IR56E
• Click "Add New"
  • Specify the company and tax period
  • Select the Employer and Submission Date
  • Confirm. You now have a blank IR56E batch
• Click "Add Placement"
  • Pick who you are reporting tax. Just like payroll.
  • Confirm. Then the chosen staff would be added to the IR56E batch.

2. Reviewing IR56E

• Click into the IR56E form to review and edit details
• Verify employee information, Date of Commencement , and income amounts

3. Submitting IR56E for submission

• Go to More -> Generate XML file for eTAX
  • Save the XML file
• Go to GovHK website https://www.gov.hk/en/residents/taxes/etax/services/efiling_er.htm and upload the XML file
  • Submit IR56 via etax Mixed Mode

    

• Select Login Method
  • Select Individual Tax Portal (ITP) if you have the account
  • If you do not have a Individual Tax Portal (ITP), click the “Proceed with ERIC”

    

• Choose Mixed Mode and input the information needed(Tax file number, Employer Identification Code)

  

• Check and Submit the information
• Save and Print the Acknowledgement and the Control List
• Sign and Submit the Cover Page of the Control List with a duly completed.
• You can refer to the below websites for the procedures
  1. Online Demo 
  2. User Guide in PDF

4. Delivering IR56E

• Click into the form->More -> Print IR56E