Step 1: Verify and define the IR8A category for allowance/deduction codes that require tax declaration in the Allowance Master
Step 2: Specify the YTD - Bonus Declaration (If applicable)
Step 3: Perform YTD - IR8A Processing. All fields must be specified accordingly.
Step 4: Generate IR8S Form. To generate:
- Click on YTD - IR8S Form
- Click on the Generate button
Step 5: Generate Appendix 8A Form. To generate:
- Click on YTD - Appendix 8A Form
- Click on the Generate button
Step 6: Generate Appendix 8B Form. To generate:
- Click on YTD - Appendix 8A Form
- Click on Add New button
- Specify the employee that has Appendix 8B
- Specify the figures
Step 7: Verify the IR8A figures
Step 8: Generate IRAS text file for submission. To generate:
- Go to YTD - IRAS Auto Inclusion
- Select PAT Line (Tax) for submission via Crimson Logic or IRAS e-Submission for submission via IRAS Line
- Specify the parameters accordingly
- Click on Preview button, a file will be generated at the specified Output Files