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User Guide- efiling of IR21 v3_1_

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User Guide- efiling of IR21 v3_1_ Powered By Docstoc
					Tax Clearance (Form IR21)
Access to myTax Portal via https://mytax.iras.gov.sg


                                                       Step                      Action
                                                        No


                                                        1     To login to myTax Portal to act on behalf of
                                                              your organisation/business, select “I am
                                                              logging in for….”
                                                               My Organisation/Business’ Tax Matters

                                                              To login to myTax Portal to act on behalf of
                                                              client, select “I am logging in for….”

                                                               My Client’s Tax Matters


                                                        2     Click on
                                                               SingPass to login using SingPass

                                                               IRAS PIN to login using IRAS PIN


                                                              Note: You must first be duly authorised by
                                                              your organisation via EASY to file on behalf
                                                              of your employer before you can log in to
                                                              myTax Portal. Similarly, you must also be
                                                              duly authorised by your client via EASY
                                                              before you can file on behalf of your client.




                                                                                                              1
Tax Clearance (IR21)
Access to myTax Portal (Login using SingPass)
https://mytax.iras.gov.sg


                                                Step                 Action
                                                 No


                                                 1     Enter your SingPass ID.

                                                 2     Enter your SingPass.


                                                 3     Click on Submit to proceed with
                                                       login.




                                                                                         2
File New IR21 Online
Access to myTax Portal (Login using IRAS PIN)
https://mytax.iras.gov.sg

                                                Step                      Action
                                                 No


                                                 1     Select your Tax Reference No. type from the
                                                       dropdown list and enter your Tax Reference
                                                       No.

                                                 2     Enter your IRAS PIN.


                                                 3     Select your Organisation Tax Reference
                                                       Number type from the dropdown list and
                                                       enter the tax reference number.


                                                 4     Click on Login to proceed.




                                                                                                 3
Tax Clearance (IR21) – Change IRAS PIN


                                         Step No Action


                                           1     If you are logging in for the first time, you
                                                 will be prompted to change IRAS PIN.
                                                 Enter your new IRAS PIN.

                                           2     Enter the PIN you wish to change to.
                                                 Your changed PIN should be an 8
                                                 alphanumeric PIN.

                                           3     Click on Save to change PIN.

                                                 Note: You can change the PIN anytime by
                                                 clicking on myTax Portal> Change IRAS
                                                 PIN after your first login.




                                                                                                 4
Tax Clearance (IR21) – To start e-filing of IR21




                                                   Step                    Action
                                                    No


                                                    1     You can start e-Filing by clicking on e-
                                                          Services for Tax Clearance > File New
                                                          IR21 Online at the left hand side menu.



                                                    2     If you are logging in for your Client’s Tax
                                                          Matters, you will be prompted to key
                                                          client’s tax number.
                                                          Select your client’s Tax Reference
                                                          number type from the dropdown list,
                                                          enter your client’s tax reference number,
                                                          and click on Retrieve.




                                                                                                        5
Tax Clearance (IR21) – File New IR21 Page (First Login)
                                                          Step                        Action
                                                           No


                                                           1
                                                                 Complete the fields in sequential order.

                                                                 Note:
                                                                 •Items 3,4 and 5 – Click outside the field after
                                                                 each entry and allow some time for system to
                                                                 process your inputs.
                                                                 •Items 4 and 5 – Complete only if the field is
                                                                 enabled.


                                                           2     Verify your entries before clicking Continue.
                                                                 Information entered cannot be amended in
                                                                 subsequent pages once you have confirmed
                                                                 your entries.

                                                           3     Click Continue if the entries are in order.




                                                                                                                 6
Tax Clearance (IR21) – “Tax Clearance Not Required” online notification page
(available to both Preparer and Approver)


                                                                   Step                       Action
                                                                    No

                                                                     1    Where Tax Clearance is not required, this
                                                                          online notification page would be displayed.
                                                                          Filing process ends here.


                                                                     2    To print a copy of the online notification Page
                                                                          for your own record, click Print.


                                                                     3    Where Tax Clearance is required, you will be
                                                                          brought to the “File New IR21 Page” to
                                                                          continue with the e-filing process.




                                                                                                                            7
Tax Clearance (IR21) – File New IR21 Page


                                            Step No                           Action
                                               1       All the fields on this page are mandatory.

                                                       Confirm all entries before clicking Continue as
                                                       they are non-modifiable in the subsequent
                                                       screens.

                                              2        Click Continue.




                                               Note: IR21 Type

                                                  Original e-IR21 – For filing of tax clearance of
                                                  your Non-Singapore citizen employee for the first
                                                  time.

                                                  Additional e-IR21 – If there is further
                                                  remuneration due to the employee after tax
                                                  clearance has been sought, you should obtain
                                                  further clearance from us before releasing the
                                                  payment. Please complete another e-IR21 and
                                                  enter the additional amount of money withheld and
                                                  remuneration payable in the applicable field(s).

                                                  Amended e-IR21 – If there are any amendments
                                                  to be made after your filing, please complete
                                                  another e-IR21 to replace the earlier e-IR21(s).




                                                                                                      8
Tax Clearance (IR21) – Employee’s Details Page




                                                 Step                         Action
                                                  No


                                                  1     This page is mandatory only if the employee’s
                                                        particulars are not registered in our record. For
                                                        such cases, this page will be displayed upon
                                                        clicking Continue at File New IR21 Start Page.


                                                        Note:

                                                        Temp Save
                                                        You may temporarily save your IR21 as a draft and
                                                        retrieve it later to continue filing. To temporarily
                                                        save your entry at any point, click on Save.

                                                        Your draft copy of the IR21 will be kept in the
                                                        system for 21 days, after which it will be deleted.
                                                        Please note that this draft is not a submission of
                                                        your IR21.


                                                        Timeout
                                                        If a filing session is left idle for more than 20
                                                        minutes, a connection timeout will occur and you
                                                        have to log in to the portal again. If you are
                                                        unable to complete your filing, save your changes
                                                        as draft before you logout from the Portal.




                                                                                                               9
Tax Clearance (IR21) – Spouse’s / Children’s Particulars Page




                                                                Step                         Action
                                                                 No


                                                                 1     This page is optional. Complete where applicable.




                                                                                                                    10
Step                         Action
No


1      This page is mandatory. For filing of additional
       /amended IR21, this page will be pre-filled with
       last-submitted information

       <Date of Arrival> and <Date of Departure>
       may be left blank if information is not available.


       Note:

       Temp Save
       You may temporarily save your IR21 as a draft
       and retrieve it later to continue filing. To
       temporarily save your entry at any point, click on
       Save.

       Your draft copy of the IR21 will be kept in the
       system for 21 days, after which it will be deleted.
       Please note that this draft is not a submission of
       your IR21.


       Timeout
       If a filing session is left idle for more than 20
       minutes, a connection timeout will occur and you
       have to log in to the portal again. If you are
       unable to complete your filing, save your
       changes as draft before you logout from the
       Portal.




                                                       11
Tax Clearance (IR21) – Income Details Page
                                             Step No                          Action


                                                1      The income to be reported (in Singapore dollars) are
                                                       the amounts due in the year of cessation, and that for
                                                       the year preceding the year of cessation (where the
                                                       preceding year income column is displayed)
                                                        whether or not it was paid within that year it was
                                                       due; and
                                                        whether it was paid/is payable to the employee in
                                                       Singapore or outside Singapore.
                                                       Example: Non-Contractual Bonus and Contributions
                                                       made by employer to any Pension/Provident Funds
                                                       constituted outside Singapore

                                                       For additional IR21, enter the additional amount of
                                                       remuneration payable in the applicable fields.

                                                       For amended IR21, enter all fields as this amended
                                                       filing supercedes the original e-IR21 filed

                                                2      Click OTHERS to provide details of other income,
                                                       where applicable.

                                                3      Click hyperlink to:
                                                       - Appendix 1 if the employee was provided with
                                                       benefits-in-kind; OR

                                                       - Appendix 2 to provide details of gains or profits
                                                       from Employee Stock Option Plans (ESOP) / Share
                                                       Ownership Plan (ESOWP) derived by employee; OR

                                                       -Consolidated Statement to proceed.




                                                                                                     12
Appendix 1 – Place of Residence 1

                                    Step                   Action
                                    No


                                      1    This page is optional. Complete where
                                           applicable. The taxable amounts will be
                                           auto-computed.




                                                                             13
Appendix 1 – Place of Residence 2

                                    Step                   Action
                                    No


                                      1    This page is optional. Complete where
                                           applicable. The taxable amounts will be
                                           auto-computed.




                                                                            14
Step                      Action
No


  1    This page is optional. Complete where
       applicable. The taxable amounts will be
       auto-computed.




                                            15
Step                      Action
No


  1    This page is optional. Complete where
       applicable. Total amounts will be auto-
       computed.




                                            16
Step                      Action
No


  1    This page is optional. Complete where
       applicable.

       Enter items (a) to (h). Total gross amounts
       will be auto-computed.




                                            17
Appendix 2 - Employee Remuneration Incentive Scheme (SMEs)   Step                      Action
                                                             No


                                                               1    This page is optional. Complete where
                                                                    applicable.

                                                                    Enter items (a) to (h). Total gross amounts
                                                                    will be auto-computed.




                                                                                                         18
Appendix 2 - Employee Remuneration Incentive Scheme (All Corporations)   Step                      Action
                                                                         No


                                                                           1    This page is optional. Complete where
                                                                                applicable.

                                                                                Enter items (a) to (h). Total gross amounts
                                                                                will be auto-computed.




                                                                                                                     19
Appendix 2 - Employee Remuneration Incentive Scheme (Start Ups)   Step                      Action
                                                                  No


                                                                    1    This page is optional. Complete where
                                                                         applicable.

                                                                         Enter items (a) to (h). Total gross amounts
                                                                         will be auto-computed.




                                                                                                              20
Tax Clearance (IR21) – Consolidated Statement Page



                                                     Step                       Action
                                                     No

                                                      1     This page consolidates the information you
                                                            have entered.


                                                      2     Check through the statement and ensure
                                                            that the information reflected is true, correct
                                                            and complete.

                                                            You may click Amend to return to Income
                                                            Details page to make changes to your
                                                            declaration.

                                                      3     For Preparer, you will see Save for
                                                            Approval instead of Submit.
                                                            Click Save for Approval to save copy for
                                                            Approver’s review and submission.


                                                      4     Click Print to print a copy of             the
                                                            Consolidated Statement for reference.


                                                      5     Click Submit to submit IR21 filing.

                                                            If your filing has been successful, you will
                                                            receive an immediate Acknowledgement
                                                            Page with an acknowledgement number

                                                            Note:
                                                            Submit rights granted to Approvers only




                                                                                                           21
Tax Clearance (IR21) – Acknowledgement Page (Available only to Approver)




                                                                  Step                         Action
                                                                  No

                                                                    1      Click Print to print a copy of              the
                                                                           Acknowledgement Page for your record.



                                                                    2      Click:
                                                                           - Continue to proceed with new filing; OR


                                                                           - Cancel to return to IR21 Status page.




                                                                                                                             22

				
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