How to generate year-end tax reports?

Created by Nica Naraja, Modified on Mon, 23 Sep at 1:11 PM by Alaika Dimagiba

It's the year-end again, and what does that mean? For us - it's tax filing!


Learn how you can easily generate, verify, and make final reports in KAMI in just a few steps.




COMPANY DETAILS

Add signatory set in a Company & Subsidiary Details to auto-signed Employee's 2316


Once done, you may now go to View Reports page to process year-end tax reports.





VIEW REPORTS

Once you are all done with Tax Reconciliation, the next thing you will need to do is to get the tax reports to review.


Step 1: View Reports - from the Payroll Dashboard, click the View Reports.



Step 2: Create Report - select which report you'd like to preview.



Step 3: Tax Reports - find this section then click the Yearly "1604C" report.



You will be directed to another page.



Step 4: Fill in details - filter which Year and Type applicable.



Step 5: Preview - click the Create Reports again then Preview reports.




It is recommended to tick the "Send In Email" if there is a lot of data to preview.


For Employee List Schedule 1 & 2 and DAT file, it will either be generated for you through your browser or sent via email.

While for Employee Filing (PDF) (BIR 2316), after you click "Preview", it will then appear on View Reports page (Step 1).

From there, find the PREVIEW BIR 2316 file name >open it >then find doc button beside "Upload", you should see a .zip file doc >click it to download.



FINAL REPORT

It should only be created once you have previewed all the files and are completely satisfied with the results.





GENERATED FINAL REPORT


Now that you have Previewed and made Final Reports, you can now generate the finalized reports for submission to government.


Steps


Step 1: Go to View Reports - make use of the Filter to only see Tax type reports.



Step 2: Open the report - click then find the download button to get the report.



Click it one by one to get the final reports. For BIR 2316 forms, you'll get a .zip file containing bulk docs for all employees.



Step 3: Finalize Report - complete the details here once all have been submitted and are already okay.








BIR 2316 Forms


The system will automatically create a Profile Document for the 2316 finalized for them and it will be subject to Document Execution.





Visit My Team > Bulk Documents to download all signed 2316 from Employees


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