Differences

spay:hrmsprocguide:yearlyproc_soereturns [2020/07/09 17:15] 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 =====	+
-		+
-	To verify your company details proceed as follows:	+
-		+
-	*  Step 1: Go to Payroll	+
-		+
-	*  Step 2: Click Settings	+
-		+
-	*  Step 3: Click Companies	+
-		+
-	*  Step 4: Select the company	+
-		+
-	*  Step 5: Verify the PAYE nbr, Social Security nbr, Tax nbr, BRN	+
-		+
-	{{: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:	+
-		+
-	*  Step 1: Go to Payroll	+
-		+
-	*  Step 2: Click Settings	+
-		+
-	*  Step 3: Click Payments/deductions	+
-		+
-	**MRA Return Column**	+
-		+
-	*  Step 4: Click the **MRA Return Column** 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_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|}}	+
-		+
-		+
-	===== Payroll historic (using the statistics module) =====	+
-		+
-	To verify the payroll historic using the Statistics module proceed as follows:	+
-		+
-	*  Step 1: Go to Payroll	+
-		+
-	*  Step 2: Click Statistics	+
-		+
-	*  Step 3: Click Payments/deductions	+
-		+
-	{{:spay:hrmsprocguide:payroll_statistics_overview.png|}}	+
-		+
-	*  Step 4: Set the necessary selection, filtering and grouping as illustrated below:	+
-		+
-	*          **Year** choose __2020__ activate ON	+
-		+
-	*          **Month** choose __June__ activate ON	+
-		+
-	*          **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	+
-		+
-	*          **Detailed** select	+
-		+
-	*          **Last 12 months** select	+
-		+
-	*          **Grand Total** select	+
-		+
-	*  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	+
-		+
-	*          **Month** choose __June__ activate ON	+
-		+
-	*          **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	+
-		+
-	*          **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: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:hrms_tax_recon_statement_criteria_2019-2020.png|}}	+
-		+
-	Below is an illustration of the Income tax reconciliation statement	+
-		+
-	{{:spay:procguide:paye_summary_2019-2020.png|}}	+
-		+
-	===== Statement of Emoluments =====	+
-		+
-	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.	+
-		+
-	**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:hrms_soe_criteria_2019-2020.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:procguide:soe2019-2020.png|}}	+	{{:spay:hrmsprocguide:soe2022-2023.jpg|}}