Export IR56B XML data for IRD “eTax”

Make sure you have completed following session(s)

l How ecPayroll system handles HK taxation

l Taxation module setup

l Add New Employee

l Add New Payroll Record

In Hong Kong, employers are required to submit the tax information of the continuously employed employees to government every year. For details, please refer to IRD web page. It can be done by exporting the IR56B data in required format(i.e. XML) and submit to the Inland Revenue Department (IRD) through eTax system on the web. Actually, it is a process of file export and import. Before that, you must get the approval from IRD to submit computerized IR56B data file. See the diagram below.

Steps

NOTE

Before export the XML file from ecPayroll system, please: 1. Make sure all required personal particulars (e.g. Name, HKID, Address, …) are correct for all active employees 2. Make sure all salary records of each employee are correct within the tax year

1. Click the [Payroll Maintenance] button from the main screen toolbar

2. Click the [Export to IR56] button from the toolbar

3. Select “IR56B – active employees”, below screen will be shown.

4. Select IR56B options, normally, select “Original” for yearly submission

Type of form	Description
Original	- for reporting income of an employee in the annual submission
Additional	for reporting additional income of an employee that has not been included in the form previously submitted (either paper or electronic)
Replacement	for correcting errors of the form previously submitted (either paper or electronic)
Supplementary	for reporting income of an employee which has not been reported in the annual submission

5. Select a company. The tax info of the selected company will be shown.

NOTE

If you find “employer’s file number”, “Name of Employer” or “Designation” is blank, please fill below user manual to complete the company setting. http://download.ecpayroll.com.hk/usermanual/HTML//4-Usage/5-HR/Company%20Setup(E).htm

6. Enter tax year and submission date

Field	Description
Year of Employer's Return	Annual employer’s return e.g. Enter 2020 means tax year 2019/20
Submission Date	The date of file submission

7. Select employees. By default, all active employees in your selected company are selected. The number of total selected employees are already shown beside the button. You can still make further selection if you want by clicking the button [ Select Employee(s) ]. The total number of selected employees will be updated.

8. Select the folder where the data file to be exported. The default filename is “IR56B.xml”

9. Press the [Export] button to start file export immediately. Please be patient as this process may need several minutes to complete depends on how many staffs you have selected.

10. Once the export process completed, you should find the XML file exported in your selected file path.

11. Submit the file to eTax system. Click the [Preview] button to open the eTax web page, or enter the url “https://www.gov.hk/tc/residents/taxes/etax/services/efiling_er.htm” directly in your web browser.

12. Follow the instructions in eTax to finish the whole process. In case there is any incorrect or missing, you should correct it in ecPayroll system and re-do the whole process again instead of correcting the data directly in the XML data file. You should treat ecPayroll as the master database.

See also

l Export IR56E XML data for IRD “eTax”

l Export IR56F XML data for IRD “eTax”

l Export IR56G XML data for IRD “eTax”

l Export IR56M XML data for IRD “eTax”

l Prepare employer’s return for employees reference

l Generating IR56E Tax form

l Generating IR56F Tax form

l Generating IR56G Tax form