8. Income Tax Setting

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 → Personal  Income Tax Setting.
STEP 2 : At the Income Tax Setting screen, select Create New from the History panel.
STEP 3 : Choose Effective Month & Effective Year accordingly from the drop down list. In this example, November 2019.
STEP 4 : Choose your Resident status. For explanation on residential status, please refer to the LHDN website.
STEP 5 : Choose your Marital Status. For explanation on marital status, you may click HERE
STEP 6 : Tick if applicable for Disable Individual or Disable Spouse.
STEP 7 : Under the Children panel for each related category, key in the number of child under 100% tax relief, or 50% tax relief.
STEP 8 : Once confirm your information, click on Submit.
A pop-up message will appear to confirm that your changes have been submitted for approval. See below.
STEP 9 :  You can view the status of your submission by clicking on Show Changes and View Detail.
Refer to the Apporver Status box. In the example below, your submission is still pending for approval. 


    • Related Articles

    • 3.9 Payroll - Marital Status Definitions For Income Tax Setting

      The following are definitions for Marital Status selection at the Income Tax Setting screen.   Single/Spouse Not Claimed Children  For individual who is single or married couple who do not claimed child relief. Married and Spouse Not Working  For ...
    • 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? Download the Employee Income Tax group template file as per attached or download at Payroll Home ->  General ->  ...
    • 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 ...
    • 6.1 Income Tax Relief

      Location: Main -> Payroll -> Payroll Setup -> Statutory Setup -> Income Tax Exemption Setup  Income Tax Relief Select the Year of the Tax Relief from the drop down list.    Tax Relief Item From list above, select which category that this Tax Relief ...
    • How to configure EA form setting?

      The administrator is required to configure the EA form setting prior to releasing the EA form to employees. This is to ensure that all payroll items have been assigned to an EA form field to reflect every employee's income accurately when the EA form ...