The Tax Opening Balance is optional and intended for clients who have just started using JustLogin but do not wish to backdate and process payroll for previous months, this is to ensure correct PCB (tax) computation.
When entering Tax Opening balance, you have two options:
- Option 1: Manually entering the tax opening amount for each employee (detailed instructions added below)
- Option 2: Importing tax opening amount using template file (detailed instructions added below)
Option 1: Manually entering tax opening amount for each employee
Step 1: Go to ➜ Click
.
Step 2: Then click on tab and proceed to the
page
Step 3: Click ‘Select all’ from the ‘Employees’ dropdown, while the year will default to the current year, and click ‘Go’
Step 4: The page will reload, and now you will see the first employee whom you’ll need to enter the Tax opening balance. Start entering the opening balance from January to the last month that you would like to enter as opening balance.
For example, if you plan to start processing the standard payroll in Justlogin for the month of September, then the opening balance to be entered is from January to August.
Note: To move on to the next person, click on the arrow, or can click on the name to see the drop down of the names.
Then you can enter the amount for each pay element for all applicable months (only put the amount to the applicable pay elements). And to add more pay elements such as commission and other allowances, click on the ‘+ Add More’ link below (detailed instructions added below)
To add more pay elements, click on the + Add More link
Select the applicable pay elements from the Allowances and Deductions category. For example, Bonus, Meal Allowance, and for the Deductions like Loan or No Pay Leave.
⚠️ IMPORTANT: In the pop-up form where you can select more pay elements, scroll-down below and look for ‘EMPLOYER CONTRIBUTIONS’, and select all the necessary Employer Contribution like Employer EPF, Employer SOCSO etc.
Then click the button to add all the pay elements you have selected
Step 5: You will be taken back to the page to enter the opening balance amounts, make sure to enter correctly
Step 6: Then don’t forget to click the green button to save changes and move on to the next employee.
Step 7: Complete the opening balance for all employees and you can double check by going through each employee again, or check by generating report number 10. Payroll Yearly by Employee
Go to ➜ Click
➜ generate report #10
Option 2: Importing tax opening amount using template
You can also do the import way for the tax opening balance. Please follow these steps:
Step 1: Download the template, simply click on the button
Step 2: You will be redirected to a page where you need to select the year and employees
Step 3: Select the pay elements, by dragging pay element from the left side and dropping them to the right side
📌 Don’t forget to include all the allowances, deductions and the employer contributions
To add pay elements from different sections like deductions or employer contributions, just click on the section and do the same drag & drop to add the pay element
Now if you want to remove a pay element from the selected pay elements section, just do the same drag & drop, but from the right side (Selected Pay elements section) to the left side (Available pay element section)
Step 4: Continue adding the necessary pay elements, and don't forget to include the ‘Employer Contributions’
Step 5: Now, once done selecting the applicable employees and pay elements, you can export or download the template by clicking on the button. The page will load, and it will download a CSV file to your computer.
Step 6: Open the CSV file and start filling out the amount for each pay element, and for each month.
Complete the CSV file (make sure to enter the amount correctly for each pay element and applicable months)
Step 7: Once you’ve completed the import file, you can upload this to the account.
Go back to Opening Balance page and click
Step 8: You will be redirected to the next page where you need to upload the file.
Upload the file by dropping the file or clicking the area (make sure to select the correct file).
Step 9: After selecting the file, click button. The page will reload and wait for it to complete the upload.
If upload failed, it would show this message, and you must download the error file to see the details of the errors:
Then you must also correct or update the file, then re-upload the corrected version of the file.
If upload was successful, it will show this message:
Step 10: To check, you can click on the button and double check by going through each employee again, or check by generating report #10. Payroll Yearly by Employee
Go to ➜ Click
➜ generate report #10