This article will guide you on how to generate your employees’ tax forms and export files, as well as how to do a direct submission to IRAS.
In order for you to do a direct submission, you must be registered to the Auto-Inclusion Scheme (AIS). Reference: https://www.iras.gov.sg/taxes/individual-income-tax/employers/auto-inclusion-scheme-(ais)-for-employment-income/join-the-auto-inclusion-scheme-(ais)-for-employment-income)
Step 1: Log in to the account as Payroll Administrator.
Step 2: Go to .
Step 3: From the main menu, select .
Step 4: You have 3 different stages to go through, which you can click on at any time.
GENERATE IRAS FORMS
Step 5: Fill in the necessary details for each of the sections.
IRAS Submission Details
|Tax Year||The tax submission year|
|Payment Type||Grayed out and automatically set based on your Form/Export type selection|
IR8A Form, Appendix 8A, and Appendix 8B will generate a pdf file, while the Export files will be in xml for IRAS submission. For reference, Tax Forms for Employers - https://www.iras.gov.sg/quick-links/forms/employers
|Organisation ID Type||Org type the company is registered under. For reference: https://www.uen.gov.sg/ueninternet/faces/pages/admin/aboutUEN.jspx|
|Source Type||This is set to Private Sector by default|
|Organization ID No.||
System will capture the UEN saved under the Company Details in Configuration.
Original – first submission, if no submissions have been done yet
Amendment – only if you have previously submitted to IRAS, but need to make revisions. Reference: https://www.iras.gov.sg/taxes/individual-income-tax/basics-of-individual-income-tax/understanding-my-income-tax-filing/common-filing-mistakes
Date the file is generated
Note: Default date is the current date(today)
|Division/Branch name||Optional information, if applicable|
|Appendix 8A/8B Options||
Retrieve values from Appendix 8A and/or Appendix 8A, when applicable
Note: Appendix/es must be filled out first. For reference: https://support.justlogin.com/hc/en-us/articles/360052713032-Appendix-8A-and-8B
Authorized Person Details
IRAS will use the details provided in this section should they need to contact the company regarding the submission.
|Employee Name||Company main PIC|
|Email Address||PIC email address|
|Company Name||Name of the Company you are submitting the tax forms for|
|Phone Number||PIC contact number|
Generate IRAS for Selected Employees
Step 6: Select the employees you’re submitting the IRAS files for.
On the upper right side is the filter option.
- Activated Employees – active Payroll users
- Deactivated Employees – inactive/resigned employees who were left as Payroll users at the time of profile deactivation
Adjust to show more entries:
Ticking the box beside ‘Employee’ will select all names in the search result. Alternatively, manually select the employee/s to include.
Step 7: Hit the button to proceed.
REVIEW & SUBMIT FORMS
The system will direct you to this next stage, where you can review the generated file/s and do the submission in.
|Form Type||The type of IRAS form/file generated|
|Tax Year||Tax submission year|
|Batch Date||Date when report was generated|
|Batch Indicator||Whether submission is original(first time) or amendment|
|Status||Generated file status|
|Total Users||Number of users selected for the generated file|
|Success||Will reflect the number of successful file generation|
|Fail||Number of entries that failed|
|Released||Will indicate number of file/s that have been released to users|
|Run By||The Payroll Administrator who initiated the file generation|
|Action||Where you can click to Download, Release Files, and Delete|
Depending on the type of file generated, icons under Action are:
|To download the file|
To release the pdf file to user, which he can view in Payroll > My Payslip > Tax Documents.
Click the button to confirm action.
Note: This will not send an email notification nor a copy of the file to the user.
|Delete the generated file, for failed or if you prefer to generate a new one|
Should there be any entries that failed, make the necessary amendments and generate a new file, until you get a successful result. Alternatively, you can click on the Form Type name to access it.
For Form files, a Tax File Download page will load below. You can click on the Download button(file icon) under Action.
For XML files, a separate IRAS XML Detail Section will show below.
You can click on the Download button(file icon) under Action or click on the file name, which will take you to the Tax File Download Preview page.
Click on the to download the XML file/s to a readable Excel version for IR8A XML file only.
Once all the information have been verified as correct, click on the button to bring you back the Review & Submit Forms page. You can continue to do the submission from this page, or go back at a later time.
Step 6: When you’re ready to submit to IRAS, select the file/s and click the appropriate button at the lower right side of the page.
Note: If there is no box to tick beside the file name, this means that the Form Type is not in XML, therefore, cannot be used for submission. Please see Step 4 to generate a new file in XML.
- if you are submitting your company's tax information
- for Tax Agent, if you are submitting on behalf of your client
A pop-up message will show. Click Confirm to continue. Otherwise, click the Cancel button.
Step 7: You will be directed to a pop-up page, where you will need to log in using your SingPass details.
Note: If no pop-up page appears, please check your browser pop-up setting.
Step 8: Once in, select the Company Tax Number you are submitting the tax file for.
Note: For those submitting as Tax Agent, make sure you are given authorization. Reference: https://www.iras.gov.sg/media/docs/default-source/uploadedfiles/pdf/authorisation-guide.pdf?sfvrsn=7bbd8386_0
Step 9: Confirm if you’re allowing permission, which means that you have granted JustLogin to connect to IRAS and submit the tax records.
Note: It may take a while for the page to load after clicking Allow. Please wait until the pop-up window disappears after all data have been uploaded.
After submission has completed, it will redirect you back to the Submission Status page in Justlogin.
Step 10: If successful, you should then see the Submission Reference Number. IRAS will also be sending an acknowledgement email to confirm the submission status.
If the submission failed, refer to the icons below to get more details.
|Error - need to rectify the incorrect or missing information before generating a new file.|
|Warning - you can either click to continue the submission, or click to generate a new file and include other missing required information.|
Other IRAS Forms
On the upper side of the IRAs page is where you can access the other forms, which will direct you to the corresponding pages on the account when clicked.
|IRAS Opening Balance||
Opening balance to cover previous months prior to using Justlogin Payroll, or to correct any missing pay elements/tax codes
|IRAS Employee Details||Any other employee information required for submission, the ones not captured by the payrun|
|Appendix 8A/8B||Separate forms to fill out for BIK and stock options|
|IRAS Amendment||Used to rectify any incorrect data that has been submitted to IRAS|
|IR21||Form required for any foreign employees leaving Singapore|