Importing Previous Employer

Modified on Tue, 12 Dec, 2023 at 11:55 AM

>>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 T - Termination TR - Transferred R -Retirement D - Death	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	Total Taxable Compensation Income 13th Month Pay and Other Benefits (maximum of P90,000)
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.