Differences

This shows you the differences between two versions of the page.

spay:hrmsprocguide:yearlyproc_soereturns [2019/07/14 20:05]
mclement
spay:hrmsprocguide:yearlyproc_soereturns [2019/07/16 23:42] (current)
mclement
Line 19: Line 19:
  *  Step 4: Select the company   *  Step 4: Select the company
-  *  Step 5: Verify the PAYE, NPF, BRN+  *  Step 5: Verify the PAYE nbr, Social Security nbr, Tax nbr, BRN
-Image+{{:spay:hrmsprocguide:company_details.png|}}
-===== Payments/deductions parameters =====+===== Payments & deductions parameters =====
- To verify your Payments/deductions parameters proceed as follows:+ To verify your Payments & deductions parameters concerning their grouping under the MRA Return and the Statement of Emolument proceed as follows:
  *  Step 1: Go to Payroll   *  Step 1: Go to Payroll
Line 33: Line 33:
  *  Step 3: Click Payments/deductions   *  Step 3: Click Payments/deductions
-  * Step 4: Click the SOE section+**MRA Return Column**
-  *  Step 5: For each payments/deduction check the PAYE indicator, Tax column & SOE column+  *  Step 4: Click the **MRA Return Column** section
-  *  Step 6: Should you need to amend the PAYE indicator, Tax column & SOE column you are requested to call our HRMS support team+  *  Step 5: Click each group to verify the list of payment & deduction it contains 
 + 
 +  *  Step 6: Should you need to amend the group you are requested to call our HRMS support team 
 + 
 +{{:spay:hrmsprocguide:pd_mra_return_column.png|}} 
 + 
 +**SOE Grouping** 
 + 
 +  *  Step 4: Click the **SOE Grouping** section 
 + 
 +  *  Step 5: Click each group to verify the list of payment & deduction it contains 
 + 
 +  *  Step 6: Should you need to amend the group you are requested to call our HRMS support team 
 + 
 +{{:spay:hrmsprocguide:pd_soe_grouping_1.png|}}
-Image 
===== Payroll historic ===== ===== Payroll historic =====
Line 53: Line 66:
{{:spay:hrmsprocguide:payroll_statistics_overview.png|}} {{:spay:hrmsprocguide:payroll_statistics_overview.png|}}
- To set the necessary criteria proceed as follows:+  * Step 4: Set the necessary selection, filtering and grouping as illustrated below:
-  * Step 1: Click Payments & Deductions+  *         **Year** choose __2019__ activate ON
-  * Step 2: Set the necessary selection, filtering and grouping as illustrated below:+  *         **Month** choose __June__ activate ON
-{{:spay:hrmsprocguide:sps_check_soe_detailed_criteria2.png|}}+  *          **Company** choose __01__ activate ON
-  * Step 3: Verify the detailed payroll historic figures from July 2018 to June 2019 as illustrated below:+  *         **Employee** activate ON
-Image Employee data+  *          **PD Group**  choose __all the 13 SOE groups__ activate ON 
 + 
 +  *          **Detailed** select 
 + 
 +  *          **Last 12 months** select 
 + 
 +  *          **Grand Total** select 
 + 
 +  *  Step 5: Below is an illustration of the detailed payroll historic figures from July 2018 to June 2019. You are requested to verify the data as illustrated below 
 + 
 +  *  **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  
 + 
 +{{:spay:hrmsprocguide:sps_check_soe_detailed_2.png|}} 
 + 
 +**Break down of the PD Group** 
 + 
 +  *  To display the breakdown of the PD Group set the necessary selection, filtering and grouping as illustrated below 
 + 
 +  *          **Year** choose __2019__ activate ON 
 + 
 +  *          **Month** choose __June__ activate ON 
 + 
 +  *          **Company** choose __01__ activate ON 
 + 
 +  *          **Employee** activate ON 
 + 
 +  *          **PD Group**  choose __all the 13 SOE groups__ activate ON 
 + 
 +  *          **Detailed** select 
 + 
 +  *          **Last 12 months** select 
 + 
 +  *          **Break down pay/ded group** select 
 + 
 +  *          **Grand Total** select 
 + 
 + 
 +  *  Below is an illustration of the break down 
 + 
 +{{:spay:hrmsprocguide:sps_check_soe_detailed_breakdown_3.png|}}
===== Income Tax Reconciliation Statement ===== ===== Income Tax Reconciliation Statement =====
-The Income tax reconciliation statement is used to verify the monthly PAYE figures which have been retained during the fiscal year. The figures should tally with the Monthly PAYE return.+The Income tax reconciliation statement is used to verify the monthly PAYE figures which have been retained during the fiscal year. The figures should tally with the Yearly PAYE return.
-Use the following steps to preview/print the statement:+Use the following steps to preview/print the reconciliation statement:
  *  Step 1: Go to Payroll   *  Step 1: Go to Payroll
Line 76: Line 128:
  *  Step 3: Click **Income tax reconciliation statement**   *  Step 3: Click **Income tax reconciliation statement**
 +
 +  *  Step 4: Set the criteria as illustrated
 +
 +  *  Step 5: Click Preview
{{:spay:hrmsprocguide:inc_tax_recon_criteria_2018_2019.png|}} {{:spay:hrmsprocguide:inc_tax_recon_criteria_2018_2019.png|}}
-  *  Step 1: Double-click Summary from the tree view+Below is an illustration of the Income tax reconciliation statement
-  *  Step 2: Choose **Fiscal year** 2019+{{:spay:hrmsprocguide:inc_tax_recon_2018_2019_1.png|}}
-  *  Step 3: Choose **Company code** from the drop-down list+===== Statement of Emoluments =====
-  *  Step 4: Choose **Options** 0 to print for all employees; 1 for active employees only; 2 for leavers only+The Statement of Emoluments and Tax Deduction must be given in duplicate by an employer to his employee not later than 15 August in the year of assessment.
-  * Step 5: Insert value of **Signatory Name**+**Please note that the Statement of Emoluments and Tax Deduction might be displayed on more than one (1) page (A4 format), depending on the details it contains.**
-  *  Step 6: Insert value of **Acting Capacity**+Use the steps below to preview/print the Statement of Emoluments: 
 + 
 +  *  Step 1: Go to Payroll 
 + 
 +  *  Step 2: Click Yearly Procedures 
 + 
 +  *  Step 3: Click **Statement of Emoluments** 
 + 
 +  * Step 4: Set the criteria as illustrated below 
 + 
 +{{:spay:hrmsprocguide:soe_criteria_2018_2019_all.png|}} 
 + 
 +  * Step 5: Click Preview 
 + 
 +  *  Optional criteria: **No Signature Message** is used to specify no manual signature is required. To do so insert the message in the field e.g //This is a computer generated document and requires no signature//. 
 + 
 +  *  Optional criteria : **Confidentiality message** allows printing of a confidential notice automatically on the SOE, to do so  insert the confidential notice in the field e.g //This document is confidential//. 
 + 
 +  *  Optional criteria : **Show Signature** is used to print a scanned signature automatically on the SOE. To do so  
 +**Write your signature on a paper, the signature must be within an area of 4 inch width x 1 inch height, scan the signature, save the file in bmp or jpg format, contact our support team to upload the scanned signature** 
 + 
 +Below is an illustration of the Statement of Emoluments 
 + 
 +{{:spay:hrmsprocguide:soe_2019.png|}} 
 + 
 +====== Yearly Returns ====== 
 + 
 +There are two means of filing the Return of Employees online, either through the Mauritius Network Services Ltd (MNS) website or the Mauritius Revenue Authority (MRA) website. 
 + 
 +===== MNS PAYE Returns ===== 
 + 
 +Employers using the MNS system must file the Return of Employees by uploading a CSV file generated from Sicorax Payroll. 
 + 
 +Use the following steps to proceed: 
 + 
 +  *  Step 1: Go to Payroll 
 + 
 +  *  Step 2: Click Yearly Procedures 
 + 
 +  *  Step 3: Click MNS PAYE Return 
 + 
 +  *  Step 4: Set the criteria as illustrated below 
 + 
 +{{:spay:hrmsprocguide:mns_paye_criteria_2018_2019.png|}} 
 + 
 +  *  Step 5: Click Export 
 + 
 +Below is an illustration of the csv file of the MNS PAYE Return 
 + 
 +{{:spay:hrmsprocguide:ylymnspayeretcsv2018-2019_1.png|}} 
 + 
 +===== MRA PAYE Returns ===== 
 + 
 +Employers using the MRA system must file the Return of Employees by uploading a CSV file generated from Sicorax Payroll. 
 + 
 +Use the following steps to proceed: 
 + 
 +  *  Step 1: Go to Payroll 
 + 
 +  *  Step 2: Click Yearly Procedures
-  *  Step 7: Insert value of **Statement Date criteria**+  *  Step 3: Click MRA PAYE Return
-  *  Step 8: Optional criteria: **No Signature Message** is used print a no signature message automatically on the SOE hence, no manual signature is required. To do so insert the message in the value field e.g //This is a computer generated document and requires no signature//.+  *  Step 4: Set the criteria as illustrated below
-  *  Step 9: Optional criteria : **Confidentiality warning message** allows to print a confidential notice automatically on the SOE, to do so  insert the confidential notice in the value field e.g //This document is confidential//.+{{:spay:hrmsprocguide:mra_paye_criteria_2018_2019.png|}}
-  *  Step 10: Optional criteria : **Signature file** is used to print the scanned signature automatically on the SOE. To do so  +  *  Step 5: Click Export
-**Write your signature on a piece of paper, the signature must be within an area of 4 inch width x 1 inch height, Scan the paper, Save the file in bmp of jpg format, Browse the file location**+
-  *  Step 11: Click Preview on the toolbar+Below is an illustration of the csv file of the MRA PAYE Return
-{{:spay:procguide:fiscalproc_2019_paye_summary_criteria.png|}}+{{:spay:hrmsprocguide:ylymrapayeretcsv2018-2019_1.png|}}
- The following illustrates the Summary report: 
-{{:spay:procguide:fiscalproc_2019_paye_summary.png|}} 

Views
Personal Tools