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spay:hrmsprocguide:yearlyproc_soereturns [2020/07/10 14:27]
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) +
-  *  Statistics Payroll historic - Monthly detailed (to verify figures of the Statement of Emoluments) +
- +
- +
-===== 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 send an email on hrms@uniconsults.mu and to put in email title "Assistance needed on Statements of Emoluments Grouping". +
- +
-{{:spay:hrmsprocguide:pd_soe_grouping_1.png|}} +
- +
- +
-===== Statistics Payroll historic - Monthly detailed (to verify figures of the Statement of Emoluments) ===== +
- +
-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-2019 to Jun-2020. +
- +
- +
-  *  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|}}

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