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How to generate IR8A form for IRAS/ staff?

Step A: Update IRAS Opening Balance Setup
1. If you have been processing payruns using ePayroll since January of last year skip to step B: Generate IR8A Form.

2. Navigate to IRAS Opening Balance page to fill in the total tax information for the months before you used JustLogin for each respective employee. You can refer to “How to use the IRAS Opening Balance Setup?for a guide.

Step B: Generate IR8A Form
3. Navigate to ePayroll > File Generation > Tax Export. This form is for your staff to view.


4. Generate IR8A Form.

  • Set the ‘Tax Year’ to the year you are filing tax for.
  • Under ‘Form/ Export Type’ select ‘IR8A Form’.
  • Select 'All current employees plus any resigned/ terminated employess from the listing below.
  • Under 'Organisation ID Type', select the appropriate ID depending on your organisation
  • Set the ‘Batch Indicator’ to ‘Original’.
  • Tick the checkbox 'Value of Benefits in kind to be taken from Appendix 8A' only if you have entered your staff's Appendix 8A information.
  • Click  at the bottom of the page to generate the IR8A Form.

5. Click  and verify that the information in the IR8A Forms are accurate. You can refer to the troubleshooting FAQ should you encounter any errors.



Step C: Generate IR8A Export (XML)
6. Navigate back to ePayroll > File Generation > Tax Export. This file will be submitted to IRAS on their website.



7. Generate IR8A Export (XML)

  • Set the ‘Tax Year’ to the year you are filing tax for.
  • Under ‘Form/ Export Type’ select ‘IR8A Export (XML)’.
  • Select 'All current employees plus any resigned/ terminated employees from the listing below
  • Set the ‘Batch Indicator’ to ‘Original’.
  • Click  at the bottom of the page to generate the IR8A Export (XML).


Step D: Validate & Submit IR8A Export (XML)

8. Click on then the to verify the IRAS Export (XML) information.
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9. Download the IRAS validation software and the IRAS Export (XML).

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10. Install the IRAS validation software and validate the IRAS Export (XML) that you downloaded.

11. Once validated, you may proceed with the IRAS submission. Important Note! To submit the IRAS Export (XML) your company must first be registered under the Auto Inclusion Scheme (AIS). 

Step E: Release IR8A Form
12. Navigate back to ePayroll > File Generation > Tax Export.


13. Release the IR8A to the staff.

  • Click on for the corresponding IRAS Form that you wish to release to your staff.
  • Click to release selected staff’s IR8A. Click to release all IR8A to all staff. The staff will be able to view their IR8A Form under ePayroll > My Pay > IRAS Documents.



Related Links:
Refer to the Video Demo 
What are the files required for IRAS Submission?
How to verify that the tax information is accurate?

How to make an IRAS Amendment?
How to use IRAS validation software?
I tried to download the Validation & Submission link to validate my files but have this error message. – ‘Windows can’t open this file’.
Why is the value on IR8A form incorrect?

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