Hong Kong Statutory Report Setup

Through this activity, you as an employer can record:

Employee Overseas Company Information: You can record employee name, overseas company name, overseas company address and the amount given by the overseas company.

Employee Rent Reimbursement Details: You can record the employee, such as the following:

The address details
Nature of House
Occupancy details
Rent Refund to Employee

Employee IR56 Add/override Details IR56: In this tab, you can add or override the pay item detail for exception of the processed data in the IR56. You can also specify the pay item value, which has to be added or overwritten.

Employee Exceptions: Through this tab, you can exclude an employee while generating the IR56 report.

Select the “Hong Kong Statutory Report Setup” from the left pane.

The “Hong Kong Statutory Report Setup” page appears.

Note: Clicking this icon available near certain fields takes you to the help page of the respective field.

Select the following from the header:

Hong Kong Administration Unit	The Hong Kong administration unit for the login user.
Tax Year	Use the drop-down list box to select the tax year for which you wish to record the details.

The “Hong Kong Statutory Report Setup” page has four tabs:

· Record Employee Overseas Company Information

· Record Employee Rent Reimbursement Details

· Record Employee IR56 Add/Override details

· IR56 Employee Exceptions

Record Employee Overseas Company Information

Select the following from the “Search Criteria” group box.

Employee Code From	The starting range of the employee code from which you wish to fetch the overseas company information.
Employee Code To	The ending range of the employee code until which you wish to fetch the overseas company information.

Click the “Get Details” pushbutton.
Enter the following details in the multiline:

Employee Code

A unique code identifying the employee for whom you wish to record the overseas employment details.

The system displays the following details in the multiline.

Employee Name

The name of the employee for whom you wish to set the details for generating the report.

Select the following details in the multiline:

Overseas Option

From the drop-down list box, select “Yes” if the employee works in the overseas. You can also change the option as "No" when the employee has returned back from overseas. The system displays “Yes” by default on launch of the page.

Enter the following details in the multiline:

Company Name	The name of the company for which you wish to set the details for generating the report.
Company Address	The address details of the company.
Amount	The amount provided by the overseas company.
Remarks	Any remarks pertaining to the statutory report set up.

Record Employee Rent Reimbursement Details

Select the following from the “Search Criteria” group box.

Employee Code From	The starting range of the employee code from which you wish to fetch the rent reimbursement details.
Employee Code To	The ending range of the employee code until which you wish to fetch the rent reimbursement details.
Effective From	The starting date range from which the reimbursement is effective.
Effective To	The ending date range until which the reimbursement is effective.

Click the “Get Details” pushbutton.
Enter the following details in the multiline:

Employee Code

A unique code identifying the employee for whom you wish to record the rent reimbursement details.

The system displays the following details in the multiline.

Employee Name

The name of the employee for whom the rent reimbursement details are to recorded.

Select the following details in the multiline:

Address Number

Use the drop-down list box to select the number identifying the address. The combo is loaded with “Address 1”, “Select” and “Address 2”. The system displays “Address 1” by default on launch of the page.

Enter the following details in the multiline:

Address	Indicates the address details of the employee’s residence.
Nature of House	Indicates the employee’s house nature. The nature can be “House” or “Lodge”.
Effective From	The starting month range of the employee’s stay in the house.
Effective To	The ending month range of the employee’s stay in the house.
Rent Paid to Landlord by Employer	The rent amount paid by the employer to the house owner.
Rent Paid to Landlord by Employee	The rent amount paid by the employee to the house owner.
Rent Refund to Employee	The rent amount refunded to the employee.
Rent Paid to Employer by Employee	The rent amount paid by the employer by the employee.
Remarks	Any remarks pertaining to the rent reimbursement details.

Record Employee IR56 Add/Override Details

Select the following:

Report Name

Use the drop-down list box to select the name of the report for which you wish to Form IR56 record the details.

Enter the following details in “Search Criteria” group box:

Employee Code From	The starting range of the employee code from which you wish to fetch the added/overridden details for a pay item for the selected form IR56 report.
Employee Code To	The ending range of the employee code until which you wish to fetch the added/overridden details for a pay item for the selected form IR56 report.

Click the “Get Details” pushbutton.

Note: The system retrieves and displays the details in the multiline.

Enter the following details in the multiline:

Employee Code

A unique code identifying the employee for whom you wish to record add/override on the processed value for a pay item for the selected form IR56 report..

The system displays the following details in the multiline.

Employee Name

The name of the employee for whom the added/overrided details has to be recorded for a pay item.

Select the following details in the multiline:

Item Detail	From the drop-down list box, select the pay item that has to be added or overwritten for each report. The combo is loaded with all the pay item details. The system displays “Select” by default on launch of the page.
Add/Override	From the drop-down list box select Add or Override to add or deduct pay item value while generating the report.

Enter the following details in the multiline:

Value	The Pay Item value, which has to be added or overwritten.
Remarks	Any remarks pertaining to the employee IR56 Add/Override details.

IR56 Employee Exceptions

Select the following:

IR56 Form Name

Use the drop-down list box to select the form for which you wish to record the IR56 employee exception details.

Enter the following details in the “Search Criteria” group box:

Employee Code From	The starting range of the employee code from which you wish to fetch the IR56 exception details.
Employee code To	The ending range of the employee code until which you wish to fetch the IR56 exception details.

Click the “Get Details” pushbutton.

Note: The system retrieves and displays the details in the “multiline”.

Enter the following details in the multiline:

Employee code

A unique code identifying the employee for whom you wish to record the IR56 exception details.

The system displays the following details in the multiline.

Employee Name

The name of the employee to whom the IR56 exception details has to be recorded.

Select the following from the multiline:

Exclude	From the drop-down list box select, “Yes” if you wish to exclude the employee from the IR56 form and “No” to include the earlier excluded employee for the selected IR56 form.
Remarks	Any remarks pertaining to the IR56 employee exception details.

Click the “Submit” pushbutton.

The system saves the details.