Differences

spay:hrmsprocguide:yearlyproc_procedure [2022/07/04 15:38] mclement		spay:hrmsprocguide:yearlyproc_procedure [2023/07/02 22:42] (current) mclement
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	===== How to verify Payroll Historic figures appearing on the SOE using the Statistics Module =====		===== How to verify Payroll Historic figures appearing on the SOE using the Statistics Module =====
-	Using the Statistics module, the following steps will help you verify the figures of the Statement of Emoluments. By inserting the following criteria you will be able to analyse your payroll data from Jul-2021 to Jun-2022.	+	Using the Statistics module, the following steps will help you verify the figures of the Statement of Emoluments. By inserting the following criteria you will be able to analyse your payroll data from Jul-2022 to Jun-2023.
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	*  Step 4: Set the necessary selection, filtering and grouping as illustrated below:		*  Step 4: Set the necessary selection, filtering and grouping as illustrated below:
-	*          **Year** choose __2022__ activate ON	+	*          **Year** choose __2023__ activate ON
	*          **Month** choose __June__ activate ON		*          **Month** choose __June__ activate ON
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	*          **Last 12 months** select		*          **Last 12 months** select
-	*          **Grand Total** select	+	*          **Show Grand Total** select
-	*  Step 5: Below is an illustration of the detailed payroll historic figures from July 2021 to June 2022. You are requested to verify the data as illustrated below	+	*  Step 5: Below is an illustration of the detailed payroll historic figures from July 2022 to June 2023. You are requested to verify the data as illustrated below
-	{{:spay:hrmsprocguide:hrms_sps_2021_2022_last12mth_detailed_co01.png|}}	+	{{:spay:hrmsprocguide:hrms_stats_last12mth_3.jpg|}}
	*  **Note**: The PD Group name column is the same as the groups appearing on the Statement of Emoluments, you are therefore requested to verify and compare the totals		*  **Note**: The PD Group name column is the same as the groups appearing on the Statement of Emoluments, you are therefore requested to verify and compare the totals
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	*  To display the breakdown of the PD Group set the necessary selection, filtering and grouping as illustrated below		*  To display the breakdown of the PD Group set the necessary selection, filtering and grouping as illustrated below
-	*          **Year** choose __2022__ activate ON	+	*          **Year** choose __2023__ activate ON
	*          **Month** choose __June__ activate ON		*          **Month** choose __June__ activate ON
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	*          **PD Group**  choose __all the 13 SOE groups__ activate ON		*          **PD Group**  choose __all the 13 SOE groups__ activate ON
		+
		+	*          **Pay/Ded** choose 001 Salary
	*          **Detailed** select		*          **Detailed** select
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	*          **Break down pay/ded group** select		*          **Break down pay/ded group** select
-	*          **Grand Total** select	+	*          **Show Grand Total** select
	*  Below is an illustration of the break down		*  Below is an illustration of the break down
-	{{:spay:hrmsprocguide:hrms_sps_2021_2022_last12mth_breakdown_detailed.png|}}	+	{{:spay:hrmsprocguide:hrms_stats_last12mth_breakdown.jpg|}}
	===== How to verify PAYE and/or Solidarity Levy figures for the fiscal period using the Income Tax Reconciliation Statement =====		===== How to verify PAYE and/or Solidarity Levy figures for the fiscal period using the Income Tax Reconciliation Statement =====
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	*  Step 2: Click Yearly Procedures		*  Step 2: Click Yearly Procedures
-	*  Step 3: Click **Income tax reconciliation statement**	+	*  Step 3: Click **Income tax reconciliation statement (2022)**
-	{{:spay:hrmsprocguide:yearlyparameterssoe2021.png|}}	+	{{:spay:hrmsprocguide:hrms_income_tax_recon22_3.png|}}
	*  Step 4: Set the criteria as illustrated		*  Step 4: Set the criteria as illustrated
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	*  Step 5: Click Preview		*  Step 5: Click Preview
-	{{:spay:hrmsprocguide:incometaxrecon2021criteria1.png|}}	+	{{:spay:hrmsprocguide:hrms_reconcilation_statement_2022_1.jpg|}}
		+
		+	Below are illustrations of the Income tax reconciliation statement
		+
		+	The following illustrates the Income tax reconciliation statement for PAYE only:
		+
		+	{{:spay:hrmsprocguide:hrms_reconcilation_statement_2022_report_payeonly.jpg|}}
		+
		+	If Solidarity Levy is applicable, the following illustrates the Income tax reconciliation statement for PAYE and Solidarity Levy:
-	Below is an illustration of the Income tax reconciliation statement	+	{{:spay:hrmsprocguide:hrms_reconcilation_statement_2022_report_payesl.jpg|}}
-	{{:spay:hrmsprocguide:incometaxrecon2021.png|}}