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spay:hrmsprocguide:yearlyproc_soereturns [2020/07/09 17:10] mclement |
spay:hrmsprocguide:yearlyproc_soereturns [2023/07/02 23:20] (current) mclement |
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====== Statement of Emoluments ====== | ====== Statement of Emoluments ====== | ||
- | Before printing the Statement of Emoluments and exporting the MNS/MRA Yearly Returns you must verify the following: | + | **The details of the Statement of Emoluments might be displayed on more than one (1) page (A4 format), depending on the content.** |
- | * Company details | + | Use the steps below to preview/print the Statement of Emoluments: |
- | * Payments/deductions parameters (Statement of Emoluments grouping and MRA Return columns) | + | |
- | * Payroll historic (July 2019 to June 2020) using the statistics module | + | |
- | + | ||
- | ===== Company details ===== | + | |
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- | To verify your company details proceed as follows: | + | |
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- | * Step 1: Go to Payroll | + | |
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- | * Step 2: Click Settings | + | |
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- | * Step 3: Click Companies | + | |
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- | * Step 4: Select the company | + | |
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- | * Step 5: Verify the PAYE nbr, Social Security nbr, Tax nbr, BRN | + | |
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- | {{:spay:hrmsprocguide:company_details.png|}} | + | |
- | + | ||
- | ===== Payments & deductions parameters (Statement of Emoluments grouping and MRA Return columns)===== | + | |
- | + | ||
- | To verify your Payments & deductions parameters concerning their grouping under the MRA Return and the Statement of Emolument proceed as follows: | + | |
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- | * Step 1: Go to Payroll | + | |
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- | * Step 2: Click Settings | + | |
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- | * Step 3: Click Payments/deductions | + | |
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- | **MRA Return Column** | + | |
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- | * Step 4: Click the **MRA Return Column** section | + | |
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- | * Step 5: Click each group to verify the list of payment & deduction it contains | + | |
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- | * Step 6: Should you need to amend the group you are requested to call our HRMS support team | + | |
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- | {{:spay:hrmsprocguide:pd_mra_return_column.png|}} | + | |
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- | **SOE Grouping** | + | |
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- | * Step 4: Click the **SOE Grouping** section | + | |
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- | * 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|}} | + | |
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- | + | ||
- | ===== Payroll historic (using the statistics module) ===== | + | |
- | + | ||
- | To verify the payroll historic using the Statistics module proceed as follows: | + | |
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- | * Step 1: Go to Payroll | + | |
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- | * Step 2: Click Statistics | + | |
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- | * Step 3: Click Payments/deductions | + | |
- | + | ||
- | {{:spay:hrmsprocguide:payroll_statistics_overview.png|}} | + | |
- | + | ||
- | * Step 4: Set the necessary selection, filtering and grouping as illustrated below: | + | |
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- | * **Year** choose __2020__ activate ON | + | |
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- | * **Month** choose __June__ activate ON | + | |
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- | * **Company** choose __The required company (in the illustration company 01 has been chosen)__ activate ON | + | |
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- | * **Employee** activate ON | + | |
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- | * **PD Group** choose __all the 13 SOE groups__ activate ON | + | |
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- | * **Detailed** select | + | |
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- | * **Last 12 months** select | + | |
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- | * **Grand Total** select | + | |
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- | * Step 5: Below is an illustration of the detailed payroll historic figures from July 2019 to June 2020. 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:hrms_stats_pdgroup_2019-2020.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 __2020__ activate ON | + | |
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- | * **Month** choose __June__ activate ON | + | |
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- | * **Company** choose __The required company (in the illustration company 01 has been chosen)__ activate ON | + | |
- | + | ||
- | * **Employee** activate ON | + | |
- | + | ||
- | * **PD Group** choose __all the 13 SOE groups__ activate ON | + | |
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- | * **Detailed** select | + | |
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- | * **Last 12 months** select | + | |
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- | * **Break down pay/ded group** select | + | |
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- | * **Grand Total** select | + | |
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- | * Below is an illustration of the break down | + | |
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- | {{:spay:hrmsprocguide:hrms_stats_pdgroup_breakdown_2019-2020.png|}} | + | |
- | + | ||
- | ===== 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 Yearly PAYE return. | + | |
- | + | ||
- | Use the following steps to preview/print the reconciliation statement: | + | |
* Step 1: Go to Payroll | * Step 1: Go to Payroll | ||
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* Step 2: Click Yearly Procedures | * Step 2: Click Yearly Procedures | ||
- | * Step 3: Click **Income tax reconciliation statement** | + | * Step 3: Click **Statement of Emoluments (2022)** |
- | + | ||
- | * Step 4: Set the criteria as illustrated | + | |
- | + | ||
- | * Step 5: Click Preview | + | |
- | + | ||
- | {{:spay:hrmsprocguide:inc_tax_recon_criteria_2018_2019.png|}} | + | |
- | + | ||
- | Below is an illustration of the Income tax reconciliation statement | + | |
- | + | ||
- | {{:spay:hrmsprocguide:inc_tax_recon_2018_2019_1.png|}} | + | |
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- | ===== Statement of Emoluments ===== | + | |
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- | 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. | + | |
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- | **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.** | + | |
- | + | ||
- | 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** | + | {{:spay:hrmsprocguide:soe2022_menu.jpg|}} |
* Step 4: Set the criteria as illustrated below | * Step 4: Set the criteria as illustrated below | ||
- | {{:spay:hrmsprocguide:soe_criteria_2018_2019_all.png|}} | + | {{:spay:hrmsprocguide:soe2022_criteria.jpg|}} |
* Step 5: Click Preview | * Step 5: Click Preview | ||
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Below is an illustration of the Statement of Emoluments | Below is an illustration of the Statement of Emoluments | ||
- | {{:spay:hrmsprocguide:soe_2019.png|}} | + | {{:spay:hrmsprocguide:soe2022-2023.jpg|}} |