>>Settings > Bulk Data > Import/Export > Previous Employer
You need to import employees Previous Employer information before running Tax Reconciliation to get the accurate tax amounts at the end of the year!
Steps
Step 1: Download template - in the Previous Employer section, click the dropdown and select <Import>.
Click Get a sample template to download file
Step 2: Prepare the import file - when filling up the template, be mindful of the following:
EMPLOYEE INFO
KAMI Workforce Description | Details/Remarks | Corresponding 2316 Item |
ZipID/EmployeeID | Required, put either ZipID or EmployeeID from KAMI Workforce database | None |
Name & Surname | Optional | Item 4 |
Employer Name | Previous employer name | Item 13 |
TIN | Previous employer's TIN number | Item 12 |
Address and Zip Code | Previous employer's address | Item 14 |
Start date and End date | Employment period of an employee from Previous Employer | Items 1 & 2 |
Reason of Leaving | Specify which reason from below
| None |
TAX AND WAGE DETAILS
Please see the details below on where you can plot the details from 2316 to KAMI Workforce template:
KAMI Workforce Description | Details/Remarks | Corresponding 2316 Item | 2316 Description |
Non-taxable Income | - | Item 37 | Salaries and Other Forms of Compensation |
Non-taxable Bonus | - | Item 34 | 13th Month Pay and Other Benefits(maximum of P90,000) |
De Minimus | - | Item 35 | De Minimis Benefits |
Deductible Contributions EE | - | Item 36 | SSS, GSIS, PHIC & PAG-IBIG Contributions and Union Dues (Employee share only) |
Non-taxable Others | - | N/A | N/A |
Basic Wage | (MWE) | Item 29 | Basic Salary (including the exempt P250,000 & below) or the Statutory Minimum Wage of the MWE |
Holiday Pay | (MWE) | Item 30 | Holiday Pay (MWE) |
Overtime Pay | (MWE) | Item 31 | Overtime Pay (MWE) |
Night Shift Differential | (MWE) | Item 32 | Night Shift Differential (MWE) |
Hazard Pay | (MWE) | Item 33 | Hazard Pay (MWE) |
Total Non Taxable | Item 38 | Total Non-Taxable/Exempt Compensation Income | |
Taxable Basic Salary | (Non-MWE) | Item 39 | Basic Salary |
Taxable Bonus | Item 48 | Taxable 13th Month Benefits | |
Taxable Others | - | Sum of Items 40,41,42,43,44,45,46,47,49,50,51 | Representation,Transportation ,Cost of Living Allowance (COLA),Fixed Housing Allowance, Others, Commission, Profit Sharing, Fees Including Director's Fees, Hazard Pay, Overtime Pay, Others |
Total Taxable | - | Sum of Item 52 and Item 34 |
|
Gross Compensation | - | Item 19 | Gross Compensation Income from Present Employer |
Tax Withheld | - | Item 28 | Total Taxes Withheld |
Step 3: Import the file - go back to the Import option on the Previous Employer page to upload the file
A notification will appear on your screen if it:
- Success means import was successfully uploaded
- Failed/Rejected and you have to check your email to see what causes the error for you to amend the file & re-import.
Previous Employer Information
The details upload will appear in the Employee Payroll Details. While the rest of details will appear in the Year-end Tax Reports.
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