Introduction

If you have just recently subscribed to JustLogin Payroll module and weren’t able to complete the tax year using the payroll software, you can still generate the IR56B file in the system by completing the Tax Opening Balance.

Steps

Step 1: Log in to your account

Step 2: Click on

Step 3: Go to

Step 4: Look for the tab at the top

Step 5: Click on the sub-tab. You will see the page similar to below:

Step 6: The year indicated will be for the current financial year, you can still change this accordingly:

Step 7: Input the values for the necessary fields per user, and then click on

*Alternatively, if there’s a lot of data that needs to be input, you can also opt to use the import function on this page. Please follow the steps below:

Step 1: Follow Steps 1-5 above and then click on

Step 2: You will then see the following page:

Step 3: Click on

Step 4: You will get a CSV file. Complete the necessary fields per user:

Step 5: Save the completed file on your computer. Upload it into this field:

Step 6: Click on the button

Step 7: Double-check the mapping of the elements on the CSV file and on the system:

Step 8: Click on

Step 9: The system will then confirm the action if you would like to continue, click on “yes”

Step 10: Once the import has been completed, you should get this notification:

Step 11: You can then check the data imported into the system. Once all the information are checked, you can go ahead and generate the IR56B XML file which will be used for submission.