Selecting Employee to Authorize Declarations

Page Objective

Unified Glossary

Basics of using a typical web page

Using Online Help

       Select the “Authorize Employee Tax Declarations” activity from the left pane.

The “Select Employee to Authorize Declarations” page appears.

The system displays the following.

Data Format

The date format applicable to the login user.

Tell me more

       Enter the following.

Tax Setup Unit

From the drop-down list, select the tax setup unit of the employee.

Tell me more

Tax Year

From the drop-down list box, select the year for which you require to authorize the employee tax declarations.

Tax Type           

From the drop-down list box, select the tax type for which you require to authorize the employee tax declarations. Example Other Income, Allowance Exemption and Contribution Deductions.

The system displays the following upon selecting the tax year.

From Date

The date from which employee tax declarations are applicable.

To Date

The date until which the employee tax declarations are submitted.

To select through direct entry

Use this method if you know the complete employee code of the required employee.

       Enter the employee code of the employee whose tax declaration you need to authorize, in the “Employee Code” field.

       Select the “Authorize Tax Declarations” hyperlink beside.

To select through search criteria

Use this method if you know only a few characters of the employee code. In the search option, you can specify search criteria, with or without wild cards, for a range of employee details. The system fetches the employee records that match the combination of search criteria specified.

       Enter the following search criteria values, in some or all of the following fields.

Status

The status of the employee tax declaration record to be retrieved.

Employee Code

To view all the employee codes containing specific characters, type in the starting character or characters of these employee codes in any combination with wild card “*”. Example:  ECC1*, will search for those employee codes that start with ECC1. Other examples are *ECC1 and EC*C1

Department

To view all the department containing specific characters, type in the starting character or characters of these departments in any combination with wild card”*”.

Status

From the drop-down list box, select the status of the tax declaration record to be retrieved.

       Select the “Search” pushbutton.

The system displays the following in the multiline.

Tax Type

The tax type for which you require to authorize employee tax declarations. Example Other Income, Allowance Exemption and Contribution Deductions.

Item

The tax item pertaining to the tax type.

Employee Code

The unique code of the employee.

Employee Name

The name of the employee.

From Date

The start date from which the tax item is applicable.

To Date

The end date until which the tax item is applicable.

Taxable Income

The income for which the tax is applicable.

Exempt Amount

The amount for which the tax is exempted.

Proof

From the drop-down list box, select any one of the following options.

         "Yes” indicates that the proof documents against the tax declaration are submitted

         “No” indicates that the proofs  against the tax declaration are not submitted

To authorize tax declarations

       Select the checkbox against the record(s) in the multiline.

       Select the “Authorize” pushbutton to authorize the tax declarations of the selected employees.

To reject tax declarations

       Select the checkbox against the record(s) in the multiline.

       Select the “Reject” pushbutton to reject the tax declarations of the selected employees.

 

 

 

 

 

 

 

 

 

 

 

 

 

6 Hyperlinked text below

Page Objective

Use this page to select the tax declarations for authorization. This page can also be used to authorize/reject the tax declarations of multiple employees.