TIMES Pay 8 Malaysia Version 2018 Year End User Guide

Transcription

1 TIMES Pay 8 Malaysia Version 2018 Year End User Guide 8-11, 8th Floor, Wisma UOA II, No 21, Jalan Pinang, Kuala Lumpur Tel: Fax: Website:

2 Workshop Overview 1. Initialize of New Year This is a compulsory step. It creates payroll calendar and parameter settings in Company Setup/Payroll Setup/Leave Setup/Claim Setup for year Without this step, user will not be able to apply leave dated 2019 or run process payroll for Added new features in TIMES Pay 8 System 3. Bonus Processing There are 4 types of Bonus Processing methods available in TIMES Pay 8 System. 4. Year End Statutory Forms Preparation Employers are required to provide EA Form to Employees by 28 th February Employers are required to submit the E-Form to LHDN by 31 st March

3 Contents Page Topic 1 Year End Process in TIMES Pay TIMES Pay 8 Software Update 5 Part 1 Download TIMES Pay 8 Software Update 6 Part 2 Install TIMES Pay 8 Software Update Backup Database Initialize New Year 21 Topic 2 Feature Enhancements TIMESOFT Teamviewer QuickSupport On Login Screen TIMESOFT Teamviewer QuickSupport In Utility Enhanced Leave Process Utility Auto-Assign Relevant Statutory Calculations Alert Message If Enable Allow To Change EPF/SOCSO/EIS Function Added Status In Allowance/Deduction Table Added Expand Button In Modify Pay Record 41 Topic 3 Bonus Processing Bonus Processing 42 Process Bonus Flow 43 Overview of Process Bonus Run 45 Method 1 Process Standard Bonus Run 55 Method 2 Process Bonus By Group 57 Method 3 Process Bonus By Individual 60 Method 4 Import Bonus from CSV / Excel Format 63 Lock Bonus Cycle 66 Topic 4 Year End Statutory Forms 67 Year End Statutory Forms To-Do-List Setup Tax Line (EA#) for Allowance/Deduction Code and PCB Borne By 69 Employer Allowance Code 4.2 Import Benefit-In-Kind Import from TP2 Form Import Tax Exempt Allowances Import Benefit In Kind Benefit-In-Kind Data Entry Benefit In Kind Checking Report Tax Exemption Report EA Form BIK Section [Tax Exempt Allowance] Appendix Slip Jawapan - PCB2(II) E-Form 101 3

4 Topic 1 This topic takes you through the payroll year end process in TIMES PAY 8 System. 1.1 TIMES Pay 8 Software Update (page 5) 1.2 Backup Database (page 17) 1.3 Initialize New Year 2019 (page 21) 4

5 1.1 TIMES Pay 8 Software Update Why do you need to update your software before starting a new year in TIMES Pay 8 System? Update 2019 Public Holiday for Leave module users (limited to KL/National PH only). Enhanced the functionality of TIMES Pay 8. Update the latest statutory requirements. **Software update is strictly released to customer who renews the service contract with TIMESOFT Part 1 Download TIMES Pay 8 Software Update (Refer to Page 6) Part 2 Install TIMES Pay 8 Software Update (Refer to Page 9) 5

6 Part 1 Download TIMES Pay 8 Software Update TIMES Pay 8 software update can be obtained from the URL below. Note: If your company is using a customize version (not Timespay8.exe), please contact our Support Team to request for a different download URL. The above URL is only applicable to standard TIMES Pay 8 version. 6

7 Windows XP User For Windows XP users, when you enter the given download URL in browser, you will receive the prompt as shown below. Click Save. Under Save in, select Desktop. It is recommended to save the zip file on the Desktop for easy retrieval. Retain the File name and Save as type. Click Save. Once the download is complete, you will see the update file Timespay8_2019.zip on the PC desktop. 7

8 Windows 7 and Above Users For Windows 7 and above users, when you enter the given download URL in browser, you will receive the prompt as shown below. Click Save As. Locate Desktop and retain the File name and Save as type. Click Save. It is recommended to save the file on your Desktop for easy retrieval. Once the download is complete, you will see the update file Timespay8_2019.zip on the PC desktop. 8

9 Part 2 Install TIMES Pay 8 Software Update IMPORTANT NOTE : Kindly ensure the below are done before you proceed to update the software: - Inform all TIMES Pay 8 and TAS users to close the program. - If your company is using e-solution, please seek assistance from your IT to stop the IIS for TIMES e-solution in your web server. This is to prevent employees from accessing the system while updating is in progress. If the TIMES application is installed on the client s PC but the database(s) is located on the server, please install the files on both server and all client s PC (Step #1 to #8). 1. On the PC Desktop, right click on the zip file you have downloaded from Part 1. Select Open with > Windows Explorer. (for Window XP users, click Compressed Zip Folder). You may also use other methods to extract the zip file such as Winzip, Winrar, etc. In this tutorial, we will use Windows Explorer method. 9

10 2. Press Ctrl+A on the keyboard to highlight all the files. Next, right-click on the highlighted files and click Copy. All files highlighted in blue when press on CTRL+A on the keyboard 3. You need to identify your TIMES Pay 8 program location. It is important to install the software update to the right program directory, otherwise your application will not be updated. To identify the program directory, look for TIMES Pay 8 shortcut icon on the PC desktop. Right-click on the shortcut and click Properties. **Note: Generally, the default program directory for TIMES Pay 8 is \\TIMESOFT\TP8M 10

11 4. Click Open File Location for Windows 7 and above. For Windows XP, click Find Target. 5 Windows will open TIMES Pay 8 program folder. Right-click and click Paste. 11

12 6. You will be prompted to replace the existing files. Click Replace the files in the destination. 7. You will be prompted for the password. Please enter the password provided in the TIMESOFT notification. **Note: Take note that TIMESOFT will provide the password to customer who renews the service contract. 12

13 8. Once step #7 completes without error, open TIMES Pay 8 program. Verify the release number is Double-click to login to the database. System will start updating the database. 13

14 10. Repeat step #9 for all databases, if any, including dormant databases, except other countries version such as Singapore/Vietnam/HK/INDO/Saudi/Brunei. 11. If the software update is incomplete and you attempt to login to the database, you will be hit with the following error. 14

15 Common errors when run TIMES Pay 8 software update: 1. Error occurred when run Step #1 Cause: The zip file you downloaded from the website is corrupted. Solution: Please re-download the software update file. 2. Error occurred when run Step #6 Cause: User is accessing TIMES Pay 8 program when replacing the software update files. Solution: Please inform all users to close TIMES Pay 8 program. 15

16 3. Error occurred when run Step #6 Cause: You do not have the permission rights to overwrite the program files. Solution: Please contact your IT administrator for assistance. 4. Error occurred when run Step #7 Cause: Invalid password entered. Solution: Check the password in our notification again and re-enter the correct password. 5. Error occurred when run Step #9 Cause: TIMES Pay 8 / TAS / e-solution users are accessing the program and system is unable to execute the database maintenance update. Solution: Please inform user to close all TIMES application and stop the IIS. 16

17 1.2 Backup Database It is not compulsory to perform this step before you proceed to Initialize New Year. Nevertheless, it is highly recommended that you backup your database for safekeeping. Suggestions on Database Backup: Backups are the only way you can restore data that is lost due to crash, virus, ransomware, etc. The frequency of backups will depend on your company operation. At minimum, we suggest that you make a backup after each pay period. If you are using e-solution, daily backup is highly recommended. You should back up to a disk/cd/usb drive other than the drive that contains the production database files. Backups should not be stored on the same computer/server as your production database. If you are using e-solution, you should have the Auto Backup configured in your server (only applicable to customers with e-solution program). Therefore, you may disregard this manual backup process detailed in this section. Remark: In any case, you should ensure the auto-backup of database files are moved out from your server for safekeeping. 17

18 1. Ensure all users logout from the TIMES application including e-solution, otherwise backup will not be complete. 2. Select the database you want to backup and click Diagnostic from TIMES Pay 8 login screen. 3. Click Reuser from Database Maintenance window. Click Yes. When Reuser completes, click OK. 18

19 4. Click Backup from Database Maintenance window. 5. Click to choose the backup location. You can save the backup archive anywhere, such as on your hard drive, an external drive, a flash drive, etc. The default name for your backup file is an autogenerated file name from the software. You may change the name but do not change the file type. Click Save and click Start to commence backing up data. Click browse to choose backup location 19

20 6. When database is completed, you will receive a message as shown below. When backup is in progress, you SHOULD NOT receive any error message. If you receive prompt error, your backup is not complete. You need to repeat the backup process. 7. Repeat Step #1 to Step #5 if you have more than one database to backup. Common errors when run TIMES Pay 8 backup database: You will receive the error below if system detects user still login to TIMES application when backup database is in progress. 20

21 1.3 Initialize New Year Initialize New Year is a compulsory step you are required to perform if you want to advance your Payroll / Leave / Claim / e-leave to the following year. Without this step, users will not be able to run process payroll and employees are unable to apply advance year leave in Leave module. When you run Initialize New Year in period , the following happens: The database year is incremented to the following year, Employee 2019 working calendar will be created. Public holiday for KL / National for year 2019 will be added. All resigned employees in 2018 will not be carry forward to Copy all parameter settings in Company Setup/Payroll Setup/Leave Setup/Claim Setup to Carry forward unused annual leave days from 2018 to 2019, if any. Previous year payroll data will remain accessible by switching the login period within the same database. Important Note: For customer who is using e-leave, please ensure all pending leave(s) related to Annual Leave are approved before you run Initialize New Year. Pending leave(s) will not be deducted from annual leave balance. If you run Initialize New Year in 2018, it is recommended that you repeat the process in 2019 after all 2018 leaves are finalized. This will enable system to recalculate carry forward balance leaves, if any. However, if your company does not allow unused balance leaves to be carried forward, you do not need to repeat this step. Question: Why do I receive the message below when I login to period 2019? Answer: You have not run Initialize New Year process to start a new year. 21

22 If you are ready to advance to 2019, please follow the guideline below: 1. Run TIMES Pay 8 system. Login to the database you want to run Initialize New Year. 2. From the Login window, enter User ID and Password. Select period Note: The user ID you enter may not necessary be MASTER. However, the login ID you use to run Initialize New Year must be able to access to all employees. 3. From the main menu, click Utility > Initialize New Year. Ensure login period is

23 4. Initialize New Year window appear on the screen as shown below. Database Year must be Ensure the year to be initialized is correct. In this case, the year should be Select the rounding method for the C/F leave (rounding formula will base on the method you setup in Leave Setup > Leave Administration > Current Leave) - If rounding is not required, select Not Round (recommended). - If you want to round carry forward leave, select Round. Assuming you have setup the below rounding method in Leave Setup as follows. Please refer to the below examples on the differences of the two rounding method options. Case #1 Case #2 Case #3 Carry Forward Leave: Round: Not Round: Carry Forward Leave: Round: Not Round: Carry Forward Leave: Round: Not Round:

24 6. Choose the Carry Forward Leave Methods in accordance to your company policy. All (Balance Leave) This option carry forward ALL annual leave balance to the following year. Current Year screen capture. YTD Balance is Following Year screen capture. [B/F = 22.50] One Year (Without B/F) This option carry forward current year earned leave. Unutilized B/F from previous year will not be carry forward. If B/F from 2017 is greater or equal to YTD Taken 2018, then carry forward to 2019=2018 YTD Entitle. Screen below shows B/F=7.00 whereas YTD Taken=5.5days. Unutilized B/F of 1.5 days will not carry forward to 2019 and shall be forfeited. Current Year screen capture. YTD Entitle is Following Year screen capture. [B/F = 21.00] Only leave earned in 2018 that is 21days will be carry forward to

25 Maximum Days C/F (Manual) This option carry forward leave based on the number of days the user defines or the actual annual leave balance, whichever is lower. In the example below, we enter the maximum days C/F is 6. Current Year screen capture. YTD Balance is Following Year screen capture. [B/F = 6.00] Below are the additional 2 scenarios for your reference. Scenario #1 Scenario #2 Annual Leave Balance: 22.5 days Annual Leave Balance: 4 days Max Carry Forward: 6 days Max Carry Forward: 6 days B/F in the following year = 6 days B/F in the following year = 4 days 25

26 Maximum Day C/F (Allocation) This option carry forward leave based on the number of days pre-defined in Leave Setup > Leave Allocation > Maximum Accumulated BF column. In the example below, employee service year falls under 8 years & above and pre-defined maximum carry forward leave is 10 days. 0 Employee years of service falls under 8 years and above Current Year screen capture. YTD Balance is Following Year screen capture. [B/F = 10.00] 26

27 None This option forfeits all unused annual leave. Current Year screen capture. YTD Balance is Following Year screen capture. [B/F = 0.00] No leave balance will be carry forward to the following year. Maximum Day C/F (By Percentage) This option carry forward leave balance based on the pre-defined percentage in Leave Setup > Leave Allocation > Maximum Accumulated BF column. If Maximum Day C/F (By Percentage) is selected during Initialize New Year, the information setup in Maximum Accumulated BF column will be treated as percentage. The computation of leave balance allowed to carry forward is based on the current year entitlement (YTD Entitle). In the example below, employee service year falls under 8 years and above and pre-defined maximum carry forward percentage is 10. Employee years of service falls under 8 years and above 27

28 Current Year screen capture. YTD Entitle is Formula: YTD Entitle multiply by Percentage days x 10% = Following Year screen capture. [B/F = 2.10] Rounding method selected is Not Round. Following Year screen capture. [B/F = 2.00] Rounding method selected is Round. The rounding formula is based on the method you defined in Leave Setup > Leave Administration > Current Leave field. Assuming you setup the rounding method in Leave Setup as #6. 7. Initialize Employee s Calendar in New Year (Also applicable to Payroll) This option will create employees working calendar for the following year. 8. Carry Forward Leave Method to exclude Annual Leave Adjustment Select the checkbox to exclude adjustment leave in your CF leave. By default, it is without check. Leave adjustment is included into your CF leave. 28

29 9. Initialize Public Holiday. This option will allow system to update the following year KL/National public holiday to the database. 10. Initialize Leave Entitlement This option will allow system to create the employees leave entitlement for the following year. 11. Payroll options System will copy the payroll settings from current year to the following year. If this is the first time you run Initialize New Year for the following year, do not remove the checks. ALL CHECKS should remain unchanged. For subsequent process, you may choose to remove the checks from the Payroll section unless you want system to copy current year to the following year again. 12. Click OK to continue to the next screen. 29

30 13. You will be prompted with the message below. Click Yes to go to the next screen. Otherwise, click No to terminate the process. 14. After clicking Yes, Leave Administration window appear on the screen. 15. Annual Code must be Ensure Start Date and End Date are display correctly as per your company leave period. 30

31 16. On the right section shows the following year public holiday dates. You can remove the dates that are not applicable to your company and insert additional public holidays, if any. Alternatively, you can ignore the PH settings now. After you have completed the Initialize New Year process, you can still edit/enter public holidays from Leave Setup > Leave Administration. IMPORTANT NOTE An empty Public Holiday table indicates that your TIMES Pay system has not been updated yet. 17. On the left section is your company s Leave Policy. If your company s leave policy has changed in the following year, you may setup the necessary changes. Else, click Proceed Initialize New Year to start the process. 18. The processing time may vary depending on the size of your database. Please DO NOT perform End Task or Force Shutdown the system during this process as it may corrupt the data. When Initialize New Year process completes, you will receive the message below. Click OK to close the dialog box. 19. Annual Leave Carried Forward/Forfeit report will appear on the screen. This report shows the Annual Leave being forfeited/carry forward. 31

32 20. This report can be retrieved again by returning to the Initialize New Year function in period 2018 and click B/F Leave Report button. However system will only keep the latest processed records. 21. With the completion of the Initialize New Year procedure, employees can now apply 2019 leave and user can process 2019 payroll. 22. Please repeat Step #1 to Step #19 if you have more than one database. Steps to Initialize of New Year for Financial Year Example: The company s leave period follows company financial year from April to March. Initialize New Year process has to be done twice. One time in period and another in period Repeat Step #4 to Step #19 (page 23 to page 32). 32

33 Topic 2 Summary of the feature enhancements added to TIMES Pay 8 System: 1. TIMESOFT Teamviewer QuickSupport On Login Screen (Page 34). 2. TIMESOFT Teamviewer QuickSupport In Utility (Page 35). 3. Enhanced Leave Process Utility (Page 36). 4. Auto-Enable Calculate HRD (Page 37). 5. Alert Message If Detects Non-Malaysian Subject To Statutory Deductions (Page 38). 6. Alert Message If Enable Allow To Change EPF/SOCSO/EIS Function (Page 39). 7. Added Status In Allowance/Deduction Table (Page 40). 8. Added Expand Button In Modify Pay Record (Page 41). 33

34 1. TIMESOFT Teamviewer QuickSupport On Login Screen In order for our technical support team to remotely connect to your computer via TeamViewer efficiently, you can click button located on TIMES Pay login screen. Moving forward, to avoid compatibility version issue, please use TIMESOFT designated TeamViewer version for any remote support connection. The shortcut will direct you to the TIMESOFT TeamViewer QuickSupport URL at This small module does not require installation or administrator rights. If your PC is currently installed with another version of TeamViewer, you can still maintain it. Just ensure you close the current TeamViewer program before executing TIMESOFT TeamViewer version. You may choose to save the program on your desktop. 34

35 Below screen capture shows TIMESOFT TeamViewer QuickSupport version. If your PC already have this TeamViewer version, you do not need to take further action. 2. TIMESOFT TeamViewer QuickSupport In Utility Timesoft TeamViewer QuickSupport is also available in Utility menu. 35

36 3. Enhanced Leave Process Utility Utility > Leave Utility Leave Process tab > Operation select Add Adjust Leave Entitlement For LIEU code, user can now specify the Expiry Date of the LIEU adjustment record before clicking Process to insert the record in Leave Adjustment Record. 36

37 4. Auto-Assign Relevant Statutory Calculations To Employee Profile When creating a new employee record and click Save, if system detects employee s Nationality Code is either not MY or MAL, system will auto-assign the relevant statutory calculations. Note: This checking is only applicable for new employee creation. EPF Class default to NONE. SOCSO Class default to SOCSO4 EIS Class default to NONE Example: Nationality Code is INDO Calculate HRD default to Note: User can change the statutory settings subsequently, if needed. 37

38 When creating a new employee record and click Save, if system detects employee s Nationality Code is either MY or MAL, system will auto-assign the relevant statutory calculations. EPF Class default to CLASS1. SOCSO Class default to CLASS1 EIS Class default to CLASS1 Example: Nationality Code is INDO Calculate HRD default to Note: User can change the statutory settings subsequently, if needed. Note: If your company is not subject to HRD, system will not calculate HRD even if Calculate HRD checkbox is checked. 38

39 5. Alert Message If Enable Allow To Change EPF/SOCSO/EIS Function If you enable this function in Update Employee and click Save, you will receive the prompt message as shown below. It is not recommended to enable this function unless you would like to amend system generated EPF/SOCSO/EIS/HRD amount in Modify Record. 39

40 6. Added Status In Allowance/Deduction Table Payroll Setup > Allowance/Deduction table User can update any allowance/deduction code as inactive. Remove the check from Active column to disable the code. The disabled code will still maintain in the database. If an allowance/deduction code is defined as inactive and you select the inactive code in Modify Pay Record, you will receive prompt message as shown below. Selecting an inactive code is not allowed. 40

41 7. Added Expand Button In Modify Pay Record To facilitate easy data input of Overtime, Shift and RestDay/PH in Modify Pay Record, you can click the expand button. Data Entry window will pop-up for you to enter the values. 41

42 Topic 3 This topic takes you through the BONUS processing in TIMES Pay 8 System. IMPORTANT NOTE Please be reminded that if you wish to pay [BONUS] before [MID] or [END] cycle, you MUST first run Process PAY RECORD, then run Process BONUS. Else, Normal Remuneration (Y1) in PCB By Formula will be captured as Y1 is an essential element in PCB By Formula when computing accurate tax. Example of Y1 such as Basic, Overtime and any Allowances paid on monthly basis regardless the amount is fixed or variable. If you miss out the proper procedures, employees PCB amount in BONUS cycle will be under-deducted and the shortfall will be reflected in END cycle. This may create complaints from employees that they may have to pay higher tax in END cycle. For that reason, it is advisable to follow the appropriate process Bonus flow to avoid unnecessary dispute from the employees on the deductible PCB amount in respective cycle. In any case, when you add up PCB amount from BONUS, MID and END cycle, the total PCB for the month will still be in order. 42

43 Process Bonus Flow Depending on your scenario, below are the process flow guidelines for Bonus Processing. 1) If you pay [BONUS] after [END] cycle, follow the process flow below. (Assuming you do not have MID) Process [END] Process [BONUS] 2) If you pay [BONUS] after [MID] and [END] cycle, follow the process flow below. Process [MID] Process [END] Process [BONUS] 3) If you pay [BONUS] after [MID] but before [END] cycle, follow the process flow below. Process [MID] Process [END] Process [BONUS] Re-Process [END] After BONUS cycle is finalized, run END again 4) If you pay [BONUS] before [MID] and [END] cycle, follow the process flow below. Process [MID] Process [END] Process [BONUS] Re-Process [MID] After BONUS cycle is finalized, run MID again Re-Process [END] After MID cycle is finalized, run END again 43

44 Note: If you run Re-Process MID or END cycle, always choose the 1st option, Reprocess earlier selected staff without clearing variable entries. FREQUENTLY ASKED QUESTION ON PCB WHEN THERE IS BONUS CYCLE Question : Answer: Why does the PCB amount in Bonus cycle is lesser than previous months despite employee gets one month bonus? You may have missed out the [Process Pay Record] before you run [Bonus Record]. Please check if you have run process MID/END cycle. If you have not, please clear the BONUS cycle and follow the correct process Bonus flow in Page

45 Overview of Process Bonus Run From the main menu, click Process Payroll > Bonus Record When you click Process Payroll > Bonus Record, you will receive prompt message to remind you to run Process Pay Record first. Please refer to Page 43 for the appropriate Process Bonus procedure. Click Yes to open Process Bonus Run screen. Click No to quit. 45

46 Bonus Run window will appear after clicking Yes. You can define the setup in accordance to your company s Bonus Processing policy. There are 4 methods which can be used in TIMES Pay 8 System to process bonus subject to your company s bonus processing policy. 1) Process Standard Bonus Run (page 55) - Process for all employees with same bonus factor and conditions. 2) Process Bonus By Group (page 57) - Process by employee s Category Code. 3) Process Bonus By Individual (page 60) - Manual input bonus factor/amount for individual employee. 4) Import Bonus (page 63) - Import bonus amount from external file such as CSV or Excel format. Refer to page 47 to page 54 on the overview of Bonus settings and conditions. 46

47 1 Item Explanation 1 Bonus Code Select the code you want to use to pay Bonus. The Bonus Code drop-down is fetch from Payroll Setup > Allowance/Deduction Table. You are strongly advised to use code that has leading characters of BONU. Example: BONU, BONUS, BONUSSPE, BONU2018, etc. By doing so, system will be able to split the Bonus amount from other allowances in Payroll Department Report. It will be captured in Bonus column instead of Allowances. Additionally, please verify your BONUS code settings in Allowance/Deduction Table if it is setup accordingly. Below is an example of BONUS code with appropriate statutory settings. 47

48 2 Item Explanation 2 Bonus Method By Calendar: Based on the Calendar year (Eg: 01 Jan 2018 to 31 Dec 2018) By Pay Period: Based on the employee s pay group s period (Eg: 21 Dec 2017 to 20 Dec 2018) By Calendar Periodical: Based on the company financial period (Eg: 01 July 2017 to 30 Jun 2018) 48

49 3 4 Item Explanation Important Remarks 3 Cut-Off Bonus (month/period) Determines the cut off period of the bonus computation. Example: Bonus Method By Calendar Cut off bonus = Bonus Method By Pay Period Cut off bonus = Bonus Method By Calendar - Periodical Company s bonus follows the calendar- periodical, the bonus cut off will follow the company s financial year. For example company s financial year is from July to June: Cut off bonus = to Bonus Factor Define the multiplying factor for bonus processing. If enter as 0, the value specified in Update Employee > Bonus Factor field will be used for bonus processing. If you run Process Bonus By Group or By Individual, please enter Bonus Factor as 0. Refer to page 57 to page

50 5 6 7 Item Explanation 5 Bonus Payment By Below explains the difference between Base Salary, New Base salary and New Base Salary (Last year). Case 1 Bonus Run on Base Salary New Base Salary Case 2 Bonus Run on New Base Salary (Last year) Base Salary New Base Salary 6 Bonus Amount This field is applicable when Bonus Payment By is Fixed Amount under Item #5. 7 Which Period to pay Bonus Select which Pay Cycle to pay out the bonus: - Mid-month Period: Bonus amount will be added to MID-MONTH cycle. - End-month Period: Bonus amount will be added to END-MONTH cycle. - Separately: Bonus amount will be separated from MID/END cycle and placed in BONUS cycle. It is recommended to select Separately when processing bonus. This will allow the system to differentiate the PCB and EPF contributions of the Bonus pay cycle from the Regular pay cycle. 50

51 8 Item Explanation 8 Bonus Calculation By Prorate the bonus based on: *Service Month Example: Hired date: 17/05/2018 Bonus method: By Calendar Cut Off Bonus: Bonus factor: 1 Basic Salary: $2, Service Month Cut Off Day: 15 The bonus will be computed as follows: Actual working months = 8 months (8/12) month X $2, = $1, *Calendar Days Example: Hired date: 17/05/2018 Bonus method: By Calendar Cut Off Bonus: Bonus factor: 1 Basic Salary: $2, NPL (No Pay Leave): 4 days (Use the Leave Exclusion function to deduct bonus) Total calendar days in 2018: 365 days The bonus will be computed as follows: Actual calendar days = ( ) 4 days NPL = 225 days (225/365) X $2, = $1,

52 Item Explanation 8 Bonus Calculation By *Working Days Example: Hired date: 17/05/2018 Bonus method: By Calendar Cut Off Bonus: Bonus factor: 1 Basic Salary: $2, NPL (No Pay Leave): 4 days (Use the Leave Exclusion function to deduct bonus) Total working days for 5 Days/Week in 2018: 261 days The bonus will be computed as follows: Actual working days = ( ) 4 days NPL = 159 days (159/261) X $2, = $1,

53 Item Explanation Important Remarks 9 Service Month Cut-Off Day This option is only applicable when Service Month is selected under Item #8. You need to specify a cut-off day in order for the system to determine how many days employee required to work on the first month (new hired) or last month (resigned employee) to consider as one service month. This is applicable to employee working less than one year service. 10 Rounding Formula This option round the bonus amount based on the following selection: 0 > No Cut-Off (System code) 31 > Must work for complete full month (System code) Other than 0 or 31, any number input will be regard as days. Example: 1) 15 means that the staff must work for more than 15 calendar days or equivalent in the 1 st month from the hired date or last month till the resigned date, to be considered as 1 service month, otherwise will not count. 2) 20 means that the staff must work for more than 20 calendar days or equivalent in the 1 st month from the hired date or last month till the resigned date, to be considered as 1 service month, otherwise will not count. Example: Rounding Formula None $ Based on Bonus Amount of $ Round Up $ Round Down $ > 0.5 = 1 or 0.5 = 0.5 or < 0.5 := 0 $ EPF Rate Default to Current Year EPF as per statutory requirements. EPF computation based on the EPF Class assigned to employees in Update Employee 53

54 Item Explanation Important Remarks 12 Leave Exclusion This option is only applicable when Bonus Calculation By is selected as Calendar Days or Workings Days under Item #8. 13 Exclude Bonus Condition This option allows you to exclude bonus payment for the following category of employees: - Exclude Unconfirmed Staff If any of the checkbox is, system will prorate the bonus amount according to the leave taken by the employee. Thus, employee will not receive full bonus amount if there is any NPL/SICK/ANNUAL/ABSENT leave taken. System checks employee s Confirmation On date in Update Employee > Confirm & Termination tab for Exclude Unconfirmed Staff condition when determining the employee s confirmation status. - Exclude Employee Hired after the date specified - Exclude Employee Resigned after the date specified 14 Clear Record This option will delete the bonus records processed in Modify Bonus Record. 15 Trial Run Click to view/print the projected Bonus amount based on the settings done. This is not an actual bonus processing. It is just a trial run. Bonus records will not be generated into the Modify Pay Record or Modify Bonus Record. 16 Process Click to process the bonus amount to the pay cycle selected in item #7 - Which Period to pay Bonus. 17 Close To close the Bonus run window and return to the main screen. 54

55 Method 1 Process Standard Bonus Run Example: Bonus Method: By Calendar Cut off Bonus: Bonus factor for all employees: 2 months Bonus Payment By: Based on latest Basic Salary (New Base Salary) Bonus payment period: Separately Bonus Calculation by: By Calendar Days No other special exclusions Based on the above bonus conditions, when processing Bonus, follow the setup shown in the screen below. You may select your Bonus code Click Process when ready to process the Bonus records 55

56 If you are ready to go, click Process for system to calculate the Bonus amount and transfer the records to Modify Bonus Record. Below is an example of the Bonus report after Process Bonus completes. You can click Trial Run to generate the projected Bonus amount for checking before actual bonus processing. IMPORTANT NOTE Before you run process Bonus, please refer to Process Bonus Flow on page 43. If you wish to process Bonus for a certain group of employees with specific criteria, you may use Ad-hoc Query or Query Expert to filter employees before continuing the Bonus processing. Please ensure Group and Individual list are empty before you process Bonus with this method. 56

57 Method 2 Process Bonus By Group This function allows user to process Bonus by employee s Category Code. 1. In the Bonus Run window, click Group tab. 2. You can process by Bonus Factor / Fix Amount / Variable Bonus 1 (Amount) / Variable Bonus 2 (Amount). If you have more than one type of bonus to pay within the same process, you can choose to key in either of the combination below. (i) Bonus Factor and Variable Bonus 1 and/or Variable Bonus 2 or (ii) Fix amount and Variable Bonus 1 and/or Variable Bonus 2 Take note that entering Bonus Factor, Fix Amount and Variable Bonus together will result in no Bonus amount generated. If you enter Bonus Factor, then, you should not use Fix Amount. 57

58 3. Once the data entry completes, return to Bonus Parameter tab. If you are using <Fix Amount> method and Bonus processing is Separately, please setup as per below. Select the allowance code if you have more than one bonus payment in the same process You may select your Bonus code Click Process when ready to process the Bonus records You may click Trial Run to generate projected Bonus amount for checking before actual bonus run. 58

59 However, if you are using <Bonus Factor> method, please refer to Bonus Parameter overview from page 47 to page 54 on the bonus setup and conditions. IMPORTANT NOTE Before you run process Bonus, please refer to Process Bonus Flow on page 43. If you wish to process Bonus for a certain group of employees with specific criteria, you may use Ad-hoc Query or Query Expert to filter employees before continuing the Bonus processing. Please ensure Individual tab is empty before you process Bonus with this method. 59

60 Method 3 Process Bonus By Individual This feature allows user to enter the bonus amount/factor by individual employee. 1. In the Bonus Run window, click Individual tab (Optional) To retrieve the Bonus Factor from Update Employee, please on this option. 3. If this is the first time you process Bonus for current period, it is recommended that you click Clear Record follow by Generate Record. This step will enable system generating an up-to-date employee list. 4. You can process by Bonus Factor / Fix Amount / Variable Bonus 1 (Amount) / Variable Bonus 2 (Amount). If you have more than one type of bonus to pay within the same process, you can choose to key in either of the combination below. (i) Bonus Factor and Variable Bonus 1 and/or Variable Bonus 2 or (ii) Fix amount and Variable Bonus 1 and/or Variable Bonus 2 Take note that entering Bonus Factor, Fix Amount and Variable Bonus together will result in no Bonus amount generated. If you enter Bonus Factor, then, you should not use Fix Amount. 60

61 5. Once the data entry completes, return to Bonus Parameter tab. If you are using <Fix Amount> method and Bonus processing is Separately, please setup as per below. Select the allowance code if you have more than one bonus payment in the same process You may select your Bonus code Click Process when ready to process the Bonus records You may click Trial Run to generate projected Bonus amount for checking before actual bonus run. 61

62 However, if you are using <Bonus Factor> method, please refer to Bonus Parameter overview from page 47 to page 54 on the bonus setup and conditions. IMPORTANT NOTE Before you run process Bonus, please refer to Process Bonus Flow on page 43. If you wish to process Bonus for a certain group of employees with specific criteria, you may use Ad-hoc Query or Query Expert to filter employees before continuing the Bonus processing. Please ensure Group tab is empty before you process Bonus with this method. 62

63 Method 4 Import Bonus from CSV / Excel Format Alternate to processing Bonus using the previous 3 methods, you have an option of importing Bonus amount via CSV or Excel (support both XLS/XLSX format). The file should not contain $ and, characters in Bonus amount column. Data must be placed in 1 st worksheet. Your import data must start from Row 1 and no file header is required. Below is an example of the import file. 63

64 1. When the Excel file is ready, go to Custom Add-On > Bonus/Allowance Data Import. Before you run process Bonus, please refer to Process Bonus Flow on page Select the allowance code from the Code drop-down option Select the Excel import file from the button in the Filename field. 64

65 4. Select the Pay Period. 5. Enter the respective column number for Employee# and Amount. In our example, Employee# is at Column A of the Excel File and Amount is at Column B of the Excel File. 6. Click Process to start importing the Bonus data. 7. When import process completes, you can check the Bonus amount in Modify Record > Modify Bonus Record. Assuming you choose to process Bonus Separately. 65

66 Lock Bonus Cycle It is advisable that you lock the Bonus cycle once Bonus payment is finalized to avoid user unintentionally re-process the cycle. (This is assume if you run Process Bonus Separately in Bonus cycle, and not combined Bonus with End/Mid cycle) To lock Bonus Run cycle, please follow the steps below: 1. Click Utility > Lock/Unlock Pay Period 2. Select Processed Cycle as Bonus Run 3. Click Select All checkbox. All employees will be marked. 4. Click Save When period is locked, buttons will not be visible on the bottom of Modify Record screen 66

67 Topic 4 Provide to Employees by 28 th February 2019 EA Form, Section F Tax Exempt Appendix (optional), Slip Jawapan - PCB2(II) Submit to LHDN by 31 st March 2019 E-Form, Maklumat Praisi/C.P.8D (e-filing) 67

68 Year End Statutory Forms To-Do-List Below are the setup you need to perform prior to generating the Year End Forms: 4.1 Setup Tax Line (EA#) for Allowance/Deduction Code and PCB Borne By Employer Allowance Code (page 69) 4.2 Import Benefit In Kind (optional) (page 73) 4.3 Benefit In Kind Data Entry (optional) (page 80) 4.4 Benefit In Kind Checking Report (page 85) 4.5 Tax Exemption Report (page 89) When the above completes, you are ready to generate the following forms: 4.6 EA Form (page 91) 4.7 BIK Section [Tax Exempt Allowance] Appendix (page 96) 4.8 Slip Jawapan - PCB2(II) (page 98) 4.9 E Form (page 101) Please be reminded to login to period for the above tasks. FREQUENTLY ASKED QUESTION Question : Answer: Can I print 2018 Year End forms after I have run Initialize New Year to 2019? Yes, you can print any time you want. Login to period to generate the forms. 68

69 4.1 Setup Tax Line (EA#) for Allowance/Deduction Code and PCB Borne By Employer Allowance Code This step is to assign the tax line to allowance and deduction codes that are used in the payroll system for the year. By doing so, the amount will reflect correctly in the employees EA form/e-form. For any Allowance/Deduction code that is taxable and required to report in EA/E- Form, you need to assign the tax line (EA#). System will base on the EA# assigned to the code to determine the position of the allowance/deduction in EA/E-Form. Even if an allowance/deduction is setup to be subjected to PCB calculation, but if no proper EA# is assigned to it, the amount will not reflect in the relevant form. Tax Line (EA#) Mapping Procedures: 1. Login TIMES Pay System to year Click Payroll Setup > Allowance/Deduction Table. 69

70 3. The Allowance / Deduction Code maintenance table appear on the screen. Ensure used codes are linked to the respective tax line in EA# column. Tips: You may use Pay History Report for cross-check what are the used codes. Print report by Full Month and By Whole Company. Check the EA# column. 70

71 Below is an example of EA Form with Tax Line (EA#) 71

72 4. Effective E-Form 2016, employer is required to report to LHDN if the employee s PCB is borne by employer, regardless of the amount paid. Therefore, those allowance codes that you had created in Payroll Setup > Allowance/Deduction table for the purpose of PCB Borne By Employer, you need to select checkbox. When generating E-Form, if system detects there is any payroll transaction with allowance code that is associated with this indicator, system will flag the employee as 1=Ya in Column F of E-Form. 72

73 4.2 Import Benefit-In-Kind This import utility consists of the following import: Import from TP2 Form Import Tax Exempt Allowances (Section F of EA Form) Import Benefit In Kind Login to period and goto Government Form > Income Tax > Import Benefit In Kind Please proceed to the next Chapter 4.3 if import is not relevant to your company. 73

74 4.2.1 Import from TP2 Form BIK and VOLA entered in Modify Record > Employee PCB Record > Employee BIK & VOLA [TP2 Form] are required to report in EA/E-Form. Therefore, you need to perform the transfer process from the utility below Click Import From TP2 tab. 2. Click TP2 Mapping. 3. Click Benefit In Kind tab. 4. Setup the TP2 items which you wish to transfer to EA Form from TP2 Code dropdown. Then, link the code to Benefit In Kind Mapping field. Click Close when done. 3 4 Tips: You can refer to Payroll Reports > Internal Reports > Employee PCB Report > TP2 Listing to cross-check what were the TP2 items you had entered before. 4 74

75 5. When ready, click Import. TP2 and BIK import data will reflect in Government Form > Income Tax > Benefit In Kind Entry as well as EA Form/E-Form. 6. If you have wrongly imported the data, you can click Clear to delete the data. You will receive the prompt message. Click Yes to proceed with the deletion. Click No to terminate the action. Note: You can set Query to delete specific employee s TP2 data. 75

76 4.2.2 Import Tax Exempt Allowances This function allows you to import Tax Exempt Allowances which is not processed through TIMES Pay System but you would like to capture in EA/E-Form and subsequently print Tax Exemption Allowance Appendix. The import utility support both XLS and XLSX format. The Excel file require 3 information such as: Column A - Employee Code Column B - Allowance Code Column C - Amount Data must be placed in 1 st worksheet. Your import data starts from Row 2. Row 1 remain as header for reference. The file should not contain $ and, characters in Column C. Allowance Code in column B must be a valid code in Payroll Setup > Allowance/Deduction Table. Import by Employee Name is not allowed. Below is an example of the import file. 76

77 6. When the Excel file is ready, click Import BIK Section (Tax Exempt Allowances] tab Select the Excel import file from button. 8. Click Import. Tax Exempt Allowances will reflect in Government Form > Income Tax > Benefit In Kind Entry > Section F as well as EA Form/E-Form. 9. If you have wrongly imported the data, you can click Clear to delete the data. You will receive the prompt message. Click Yes to proceed with the deletion. Click No to terminate the action. 77

78 4.2.3 Import Benefit In Kind This function allows you to import any additional benefit provided to the employee which is not processed through TIMES Pay System but you would like to capture in EA/E-Form. The import utility support both XLS and XLSX format. For importing process, system read 2 information from the Excel file such as Employee Code and Amount. Below is an example of the import file in Excel format. You can create your own file with preferred columns. Column A - Employee Code Column Q - Nilai Tempat Kediaman Column R - Alamat Tempat Kediaman Data must be placed in 1 st worksheet. Your import data starts from Row 2. Row 1 remain as header for reference. The file should not contain $ and, characters in amount column. For column with date field, date format is dd/mm/yyyy. For column with text field which have maximum characters indication, if data in Excel file exceeds the recommended width limit, data may be truncated when printing EA Form. If your import data contains the same BIK item as in TP2 Form, when run this import, the amount which you had import earlier from TP2 will be substituted with data from Excel file. Import by Employee Name is not allowed. 78

79 1. When the Excel file is ready, click Import BIK tab. 2. Import Year is Select the Excel import file from the button. 4. Enter the respective column number for Employee# and BIK Column. In our example, Employee# is at Column A of the Excel File and VOLA Amount is at Column Q of the Excel File. 5. Select Benefit In Kind type to import. 6. Click Import. If you have multiple BIK types to import, please repeat Step 1 to Step 6. Benefit In Kind data will reflect in Government Form > Income Tax > Benefit In Kind Entry as well as EA Form/E-Form. 7. If you have wrongly imported the data, you can select the Benefit In Kind type and click Clear to delete the data. You will receive the prompt message. Click Yes to proceed with the deletion. Click No to terminate the action. 79

80 4.3 Benefit-In-Kind Data Entry Alternate to importing data from Excel to TIMES Pay System as stated in Chapter 4.2, you can choose to do manual data entry. Manual Data Entry procedure: 1. Login to period Goto Government Form > Income Tax > Benefit In Kind Entry Note: All data uploaded thru Import Benefit In Kind as explained in Chapter 4.2 will reflect in Benefit In Kind Entry screen. Record will then capture in EA and E-Form. 80

81 3. Below shows the Benefit In Kind entry screen. Select the employee you wish to enter data Click New to enable editing. You are permitted to enter data in any column on Benefit-In-Kind entry screen. 5. If there is any Tax Exempt Allowances/Perquisites /Gifts/Benefits that you would like to enter in Section F -Tax Exempt Allowance with detail breakdown so you can generate the Tax Exempt Allowance Appendix later, click button. BIK Section-Tax Exempt Allowance Entry window appear on the screen. You can enter the required items here. When data entry completes, click Close. 81

82 6. Click Save when data entry completes. 7. If you need to amend a saved entry, click Edit. 8. If you want to delete a saved entry, click Delete. 9. Click Print to generate the data entry record of a selected employee. Below is an example of the report. 82

83 An example of an EA Form before Benefit In Kind data entry. 83

84 An example of an EA Form after Benefit In Kind data entry. 84

85 4.4 Benefit In Kind Checking Report If your data import or manual data entry completes (Chapter 4.1 to Chapter 4.3), you can print Benefit In Kind Checking Report for checking purposes. Report printing procedures: 1. Login TIMES Pay System to period If you have multiple companies in one database and all companies consists of different Employer Tax Reference Number, goto Query > Select Company to choose the company. Skip this step if you only have one company in the database. 3. Goto Government Form > Income Tax > BIK Checking Report There are 2 checking report options: Benefit In Kind BIK Section [Tax Exempt Allowance] 85

86 4. Select Benefit In Kind report option under BIK Checking Report menu. 5. Choose Version BIK Checking Report Format Choose the file export location path from button. 7. Click Generate to start exporting the file. Below is a segment of Benefit In Kind checking report in Excel format. All data records in Government Form > Income Tax > Benefit In Kind Entry will reflect in this report. 86

87 8. Next, select BIK Section [Tax Exempt Allowance] report option under BIK Checking Report menu. 9. There are 2 options available. 9.1 Checking Listing - This report display the records you upload thru Import Tax Exempt Allowances utility (Chapter 4.2.2) and data entry thru Benefit In Kind Entry (Chapter 4.3). 87

88 9.2 Checking Report - This report display ALL records related to Tax Exempt Allowances whether it is process thru payroll or import via Excel or manual entry. Process Through Payroll: Capture from Modify Record with the appropriate capped exemption amount, if any. EA#25: Allowance Code linked to tax line EA# 25. Other Allowances: Capture from Benefit In Kind Entry. 10. Repeat Step 1 to Step 9 if you have multiple companies in one database. 88

89 4.5 Tax Exemption Report This checking report display used allowance code that is linked to Tax Exempt Code in Payroll Setup > Allowance/Deduction Table. Printing Procedures: 1. Login TIMES Pay System to period If you have multiple companies in one database and all companies consists of different Employer Tax Reference Number, goto Query > Select Company to choose the company. Skip this step if you only have one company in the database. 3. Goto Government Form > Income Tax > Tax Exemption Report 89

90 Below is an example of the report. It shows the allowance paid, amount that is exempted from tax calculation and taxable allowance amount. 4. Repeat Step 1 to Step 3 if you have multiple companies in one database. 90

91 4.6 EA Form When the tasks from Chapter 4.1 to 4.5 completes, you can print EA Form to be distributed to employees. Take note that the due date to provide employees their EA Form 2018 is not later than 28 th February EA Form Printing Procedures: 1. Login TIMES Pay System to period If you have multiple companies in one database and all companies consists of different Employer Tax Reference Number, goto Query > Select Company to choose the company. Skip this step if you only have one company in the database. 3. Goto Government Form > Income Tax > EA Form 91

92 4. EA Form window appear on the screen. No Field Explanation 1 Version Choose version EA Form Format (Pin.2018). 2 B.1(c) Details of payment The description you enter here will appear in EA Form B.1(c) 3 B.1(f) Gratuity date from The date you enter here will appear in EA Form B.1(f). 4 B.2 Type of income (a) The description you enter here will appear in EA Form B.2(a) 5 B.2 Type of income (b) The description you enter here will appear in EA Form B.2(b) 6 B.3 Benefits-In-Kind The description you enter here will appear in EA Form B.3 7 Printing Date The date to be printed in EA Form 8 Print Serial Select the checkbox to enable system to generate the serial number automatically. Group A Existing employee Group B New employee Group C Resigned employee 9 Include Voluntary Select the checkbox if Employee monthly EPF voluntary amount did not combine with standard contribution in Modify Record 10 Print Pre-Printed EA Form Select the checkbox if you are using pre-printed EA FORM 11 English Version Select the checkbox to print EA FORM in English Language Note: If system detects information from item #2 to #6 are entered in Benefit-In-Kind Entry screen, it will ignore the details input in EA Form Setup window. Priority checking is Benefit-In-Kind Entry screen. 92

93 5. An example of EA Form. If Employer s Contact Information in EA Form differs from monthly submission forms, please edit the contact details in Company Setup before generating the form. For multiple companies in one database, edit in Payroll Setup > Sub Company Setup. 93

94 6. Employee s TP1 and TP2 records entered in Modify Record > Employee PCB Record > TP1 Form/TP2 Form are captured in EA Form: TP2 record TP1 record 94

95 7. EA Form Checklist will be prompted on the screen after you close the EA Form preview window. 8. Repeat Step 1 to Step 7 if you have multiple companies in one database. 95

96 4.7 BIK Section [Tax Exempt Allowance] Appendix This appendix report may be distributed to the employees as a supporting document for EA Form on Section F [Tax Exempt Allowances]. Appendix Report Printing Procedures: 1. Login TIMES Pay System to period If you have multiple companies in one database and all companies consists of different Employer Tax Reference Number, goto Query > Select Company to choose the company. Skip this step if you only have one company in the database. 3. Goto Government Form > Income Tax > BIK Section [Tax Exempt Allowance] Appendix 96

97 4. Report window appear on the screen. You can specify the Print Date. 4 If Employer s Contact Information for Slip Jawapan differs from monthly submission forms, please edit the contact details in Company Setup before printing the forms. For multiple companies in one database, edit in Payroll Setup > Sub Company Setup. Print Date 5. Repeat Step 1 to Step 4 if you have multiple companies in one database. 97

98 4.8 Slip Jawapan - PCB2(II) Slip Jawapan is a tax deduction statement to be distributed to employees. Take note that the due date to provide employees the tax statement is not later than 28 th February Slip Jawapan - PCB2(II) Printing Procedures: 1. Login TIMES Pay System to period If you have multiple companies in one database and all companies consists of different Employer Tax Reference Number, goto Query > Select Company to choose the company. Skip this step if you only have one company in the database. 3. Goto Government Form > Income Tax > Slip Jawapan - PCB2(II) 98

99 4. Slip Jawapan-PCB2 (II) window appear on the screen. Ignore Section 3:Previous Year. This section is obsolete Click Receipt to open the data entry screen. Enter PCB receipt number/bank transaction reference number in the Receipt and Date column. You only need to enter receipt number one time for each month. The same reference number will be populated to all employees. When data entry completes, click Save then click Close. 99

100 6. Below is an example of Slip Jawapan PCB 2 (II) with receipt number and receipt date. If Employer s Contact Information for Slip Jawapan differs from monthly submission forms, please edit the contact details in Company Setup before generating the form. For multiple companies in one database, edit in Payroll Setup > Sub Company Setup. 7. Repeat Step 1 to Step 6 if you have multiple companies in one database. 100

101 4.9 E-Form Employers are required to submit their E-Form to LHDN not later than 31 st March 2019 for online submission. However, employers are given 1 month grace period till 30 th April 2019 to submit the form. You may contact LHDN if there is any change to the due date. E-Form Printing Procedures: 1. Login TIMES Pay System to period If you have multiple companies in one database and all companies consists of different Employer Tax Reference Number, goto Query > Select Company to choose the company. Skip this step if you only have one company in the database. 3. Goto Government Form > Income Tax > E-Form 101

102 4. E-Form print option window appear on the screen All reports under E Form Reference Report:Bahagian A are solely for internal reference ONLY. Do not submit to LHDN. 6. Generate E Form Reference Report:C.P.8D for internal reference. You do not need to submit to LHDN if your submission of E-Form CP8.D. is thru e-filing. 7. You can generate C.P.8D Check Listing for checking purposes before you upload the Maklumat C.P.8D or Maklumat Praisi to e-filing. 8. If you are required to submit E-Form thru e-filing, please select this option to export the text file. Select Maklumat C.P.8D or Maklumat Praisi depending on your requirements. Click button to choose your file export location directory. 9. Select Include Voluntary checkbox if Employee s monthly Voluntary EPF contribution did not combine with standard contribution in Modify Record but required to capture in E-Form. 10. If you are done with all the required selections, click Generate. The selected reports display on the screen one after another when you close Preview window. 11. Repeat Step 1 to Step 10 if you have multiple companies in one database. 102

103 IMPORTANT NOTE: Please be patient when generating Form E Reference Report C.P.8D. The processing time may vary depending on the size of your database. Please DO NOT perform End Task or Force Shutdown as it may corrupt the data. E Form Reference Report for Bahagian A 103

104 Checking report for Bahagian A1 of E Form Reference Report Checking report for Bahagian A2 of E Form Reference Report 104

105 Checking report for Bahagian A3 of E Form Reference Report Checking report for Bahagian A4 of E Form Reference Report Checking report for Bahagian A5 of E Form Reference Report For A5 headcount, system will capture the headcount from employee s Resignation Reason with code as LEFT-MY. This is system-code. 105

106 Form C.P.8D from Column A to I Form C.P.8D includes all employees regardless of the taxable wages amount. 106

107 Form C.P.8D from Column J to S 107

108 E-Form Explanation (from column E to column S) Col Title Explanation E Kategori Pekerja Employee s Tax Category Kategori 1 : Single Kategori 2 : Married and Spouse not working Kategori 3 : Married Spouse working, divorced or deceased spouse, or single with adopted children F Cukai Ditanggung Oleh Majikan 1 = Ya 2 = Tidak 1 if the employee receives benefit from tax borne by his/her employer (tax allowance) or 2 if the employee does not receive this benefit G Bilangan Anak Number of child relief count updated in Update Employee as at December 2018 H Jumlah Pelepasan Anak Total child relief amount based on column G I Jumlah Saraan Kasar Total Gross Taxable Remuneration including benefits-in-kind, value of living accommodation benefit and remuneration in arrears in respect of preceding years. Extracted from the below pay items: - Basic, TotalNPL, Total Overtime, Total Shift, Total RestDay. - Allowance/Deduction codes linked to tax line EA# from 1 to 23 and 26 to 27 - BIK Entry on column Part B and Part C J Manfaat Berupa Barangan Total Benefits-In-Kind - Allowance/Deduction codes linked to tax line EA# from 5 to 16 - BIK Entry on column Part B.3-Manfaat berupa barangan K Nilai Tempat Kediaman Total Value of living accommodation benefit - Allowance/Deduction codes linked to tax line EA# 17 - BIK Entry on column Part B 4.-Nilai tempat kediaman 108

109 Col Title Explanation L Manfaat Skim Opsyen Saham Pekerja (ESOS) Total ESOS - Allowance/Deduction codes linked to tax line EA# 26 - BIK Entry on column Part B1(e)-Manfaat Skim Opsyen Saham Pekerja (ESOS) M Elaun / Perkuisit / Pemberian / Manfaat Yang Dikecualikan Cukai N Jumlah Potongan Dituntut Melalui Borang TP1 - Pelepasan Total Tax Exempt Allowances - Allowance/Deduction codes linked to tax line EA# 25 - Tax Exempt Allowance codes linked to tax line Tax Exempt Code (P02 to P07) - BIK Entry on column Part F-JUMLAH ELAUN / PERKUISIT / PEMBERIAN / MANFAAT YANG DIKECUALIKAN CUKAI Total Optional Deductions entered in TP1 Form, excluding Zakat O Jumlah Potongan Dituntut Melalui Borang TP1 - Zakat Total Optional Deductions entered in TP1 Form for Zakat only P Q R S Caruman Kepada Kumpulan Wang Simpanan Pekerja Zakat Yang Dibayar Melalui Potongan Gaji Jumlah Potongan Cukai PCB Jumlah Potongan Cukai CP38 Total Employee EPF Contribution - Employee EPF processed in Modify Record - BIK Entry on column Part E 1 Total Employee Zakat Contribution - Employee Zakat processed in Modify Record - BIK Entry on column Part D 3 Total Employee PCB Contribution - Employee PCB processed in Modify Record - BIK Entry on column Part D 1 Total Employee CP38 Contribution - Employee CP38 processed in Modify Record - BIK Entry on column Part D 2 109

110 Below is a segment of C.P.8D Check Listing in Excel format. Maklumat C.P.8D Text File (for e-filing) If you are submitting via efiling, you can disregard the Majikan File. You only need to upload the Pekerja file to efiling. 110

111 Maklumat Praisi Text File (e-filing) --- END