IRP5 – Employee Tax Certificate – A summary of the activity

This activity allows you to generate the IRP5 Employee Tax report or the IT3(A) report depending on the tax liability of the employee and the process period for which the report is to be generated.

IRP5 – Employee Tax Certificate: The IRP5 Employee Tax Certificate is the tax certificate report generated for all the employees every tax year. In this report, you can view the apportioned earnings and standard deductions of the employee for the current tax period. You can generate the IRP5 Employee Tax Certificate report for the process periods that have been authorized in a tax year. Authorization of the tax details is done at the end of every process period in a tax year. You can generate either an original or duplicate IRP5/IT3(A)report according to the requirement.

It is possible to allocate only one IRP5 number to an employee in a tax period.

IT3(A) report: IT3 (A) report is generated if the employee does not have any tax liability for the tax year. IT3 (A) report is also generated for those employees who have tax liability during any process period in the tax year other than the last process period. For example, if the employee is separating in the month of August, you can generate only the IT3 (A) report and not the IRP5 Employee Tax Certificate report.

Inputs for the report: Enter the following for generating the IRP5 - Employee Tax Certificate report.

•  Select the reporting unit and the tax year for which the report must be generated.

•  Indicate whether the report is to be generated as an original or a duplicate.

Specify display for the report: Enter the following for generating the IRP5 - Employee Tax Certificate report.

• The display format for the date. For example, you can select the display format of the date as DD-MM-YYYY format, which is the date, month, year format or MM-DD-YYYY format which is the month, date and year format.

Output of the report: You can view the following IRP5 report details.

• The employer Information such as the name of the employer, employer’s reference number and  the tax year. The system indicates the employer’s diplomatic indemnity and the details of the employer’s business address.

• The employee Information such as the name of the employee, employee surname or trading name, employee’s first two names, the employee’s initials, identity number, passport number employee’s date of birth, company number, income tax number, employee number and details of the employee’s residential address.

•  The income sources, gross remuneration  and tax deduction pertaining to the employee.

Getting familiar with the pages inside

Prerequisites

Payroll should have been authorized

What you can do in this activity

Generating the IRP5 report