3.4 Employee Income Tax

Employee Income Tax is use to setup the employees' income tax group with child relief as well. 

How to migrate employee income tax group?

1. Download the Employee Income Tax group template file as per attached or download at Payroll Home ->  General ->  Employee List -> Edit Employee ->  Income Tax Setting -> Click on Export button.
   
2. Open with Excel (default) format for Microsoft Excel 2003 & above.
3. Fill data for each column and further explanation for each column as below:
   

Column Name	Description	Remark
Employee Number	Employee Identified Number	Compulsory.
Employee Name	Employee Name	Compulsory.
Effective Year	Effective Year	Compulsory. Effective year of the income tax group assigned to.
Effective Month	Effective Month	Compulsory. Effective year of the income tax group assigned to.
Status	Status	Compulsory. Define the employee status with Resident, Non Resident, Return Expert Program (REP) or Knowledge Worker (IRDA).
Marital Status	Marital Status	Compulsory.
Disable Individual	Disable Individual	Compulsory. Y/N
Disable Spouse	Disable Spouse	Compulsory. Y/N
No of Full Relief for Children Under Age 18	No of children under age 18 with 100% relief	Optional.
No of Half Relief for Children Under Age 18	No of children under age 18with 50% relief	Optional.
No of Full Relief for Children Above Age 18 and Studying included Matriculation and Certificate	No of Children Above Age 18 and Studying included Matriculation and Certificate with 100% relief	Optional.
No of Half Relief for Children Above Age 18 and Studying included Matriculation and Certificate	No of Children Above Age 18 and Studying included Matriculation and Certificate with 100% relief	Optional.
No of Full Relief for Children Above Age 18 and Studying Full Time in Diploma Level Onwards Malaysia or Degree Level Onwards Abroad	No of Children Above Age 18 and Studying Full Time in Diploma Level Onwards Malaysia or Degree Level Onwards Abroad with 100% relief	Optional.
No of Half Relief for Children Above Age 18 and Studying Full Time in Diploma Level Onwards Malaysia or Degree Level Onwards Abroad	No of Children Above Age 18 and Studying Full Time in Diploma Level Onwards Malaysia or Degree Level Onwards Abroad with 50% relief	Optional.
No of Full Relief for Disabled Children	No of Disabled Children with 100% relief	Optional.
No of Half Relief for Disabled Children	No of Disabled Children with 50% relief	Optional.
No of Full Relief for Disabled Children Studying in Diploma or Higher Level Malaysia or its Equivalent Abroad	No of Disabled Children Studying in Diploma or Higher Level Malaysia or its Equivalent Abroad with 100% relief	Optional.
No of Half Relief for Disabled Children Studying in Diploma or Higher Level Malaysia or its Equivalent Abroad	No of Disabled Children Studying in Diploma or Higher Level Malaysia or its Equivalent Abroad with 50% relief	Optional.
Tax Paid by Employer Setup	Tax paid by employer setup	Optional. Select from list. Either by Formula or Fix Value. Only applicable to tax paid by employer.
Percentage of Tax Paybable by Employer	Percentage Tax Paid By Employer	Optional. Only applicable to tax paid by employer.
Fixed Amount of Tax Paybable by Employer	Fixed Amount Tax Paid By Employer	Optional. Only applicable to tax paid by employer.
Rounding of Tax Paid by Employer	Rounding of Tax Paid by Employer	Optional. The rounding only applied to percentage tax paid by employer.
Period 1	Employer Pay Tax Period 1	Optional.
Period 2	Employer Pay Tax Period 2	Optional.
Period 3	Employer Pay Tax Period 3	Optional.
Period 4	Employer Pay Tax Period 4	Optional.
Period 5	Employer Pay Tax Period 5	Optional.
Period 6	Employer Pay Tax Period 5	Optional.
Percentage of Auto Zakat	Auto Zakat Percentage Paid	Optional. Only applicable to auto zakat.
Auto Zakat	Auto Zakat Deduction Code	Optional. Only applicable to auto zakat.

      4.  Save the migration file as per default Microsoft Excel (*.xls/.xlsx) format.

      5.  Click on Import button -> Click on Select File button to browse -> Click Data Import button to upload the completed file.

 

    

 

• Related Articles

• 8. Income Tax Setting

  Creating Your Income Tax Setting The Income Tax Setting will determine your tax calculation for the year. Hence, it is crucial to keep your information up to date. Here are the steps to submit your latest information. ​STEP 1 : Go to Employee tab ...

• 3.14 Payroll - Why Employee's Salary Entry Did Not Contribute PCB?

  Question: Why the employee's PCB contribution still shows zero even after clicking on the recalculate button? Answer: a) If the employee's total salary for the year is less than RM34,200, there will be zero PCB contributions. For employees that ...

• How to enter employee's additional tax info for tax calculation purpose?

  Additional tax info such as ex-employment salary details, employee monthly tax relief and Benefit-In-Kind are required to be captured for tax calculation. Administrator allows to fill up the tax information at Salary Entry screen as refer to print ...

• 3.2 Tax Forms

  Step 1 ,2 & 3: Payroll -> Income Tax Report -> Income Tax CP8A (EA Form)  Standard Format  Select the report format from the Format  Report Date Click the button to select the printed Date for this Statutory report. More Setting  Click more setting ...

• How to update all employees' company tax no to the default company tax no?

  If an employee's company tax no is blank, this will impact the tax statutory report whereby not including in the staff whenever generate the income tax report. Thus, user able to update all employees' company tax no just by a click. Please refer to ...