Export IR56M 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 local non-employees ( such as subcontractors, consultants, agents, brokers, special artists, entertainers, sportsmen, writers, etc.) to government in order to declare payment remuneration to them. For details, please refer to IRD web page. It can be done by exporting the IR56M data in required format(i.e. XML) and submit to the Inland Revenue Department (IRD) through eTax system on the web.Or, print out the control list and submit to the Inland Revenue Department (IRD) with Annual Notification Covering Form (IR6036B) by post. Before that, you must get the approval from IRD to submit computerized IR56M 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 payees 2. Make sure all salary records of each payee 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 “IR56M – non-incorporated local service providers”, below screen will be shown.

4. Select IR56M options.

Type of form	Description
Original	- for reporting remuneration of a recipient in the annual submission
Additional	for reporting additional remuneration of a recipient 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 a recipient 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 (i.e. payees). 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 “IR56M.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. According to the IRD instruction, the exported data file should be stored in a removable storage device before submit to the department.

11. Generate the Control List. Press the button [Generate Control List] to start generate the control list in MS Excel. User should print it out, check, and signed on each page before submit to the department.

12. User should also fill and submit the Annual Notification Covering Form (IR6036B) together with the removable storage device, and the Control List document to the department. For details, please read the document chapter 3, or contact IR department directly.

See also

l Export IR56B XML data for IRD “eTax”

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 Generating IR56E Tax form

l Generating IR56F Tax form

l Generating IR56G Tax form