Available for the following Payroll plans: Essentials, Standard, Premium
Available for the following user access levels: Admin
As an admin, you will need to generate an EA form for every employee every year. You can use the Generate EA form function to do this.
The EA form feature lets you:
Generate the EA form
First, you will need to generate the EA forms for your employees, then you will need to publish the forms so your employees can access them.
Generate the EA form
- Log into your Employment Hero Payroll platform.
- Click the Reports menu.
- Navigate to the Statutory reporting section.
- Click the IRB - CP8A EA form link.
- Choose from the following filters:
- Tax year
- Pay Schedule
- Employing Entity
- Employee Default Location
- Employee
- Status (filter the report based on whether a form is a draft, has been published, or has been published and the employee notified)
- Click the Generate button.
Helpful Hint
The report is only generated for employees who had earnings during the relevant basis period.
The on-screen report contains the following data when the Generate button is clicked:
- Employee Name
- ITN/TRN
- IC No/Passport No
- Pay Period
- B - Gross Income
- C1 - Tax exempt allowances/perquisites/gifts
- C2 - Value of living accommodation benefit
- C3 - Refund of expenses
- D - Total deductions
- E - Taxable income
- M - PCB paid (net)
- Z - Total deduction of monthly tax (PCB)
- F - Status
- Use the checkboxes on the left to select the correct employees. When you have the right employees selected, click Actions.
- Select Generate EA Forms.
Manage EA forms
After you have generated EA forms, you can choose to manage these individually or in bulk.
Bulk manage employee EA forms
After you have generated EA forms, you can edit, regenerate, download and publish EA forms in bulk to save time.
- You can use the checkboxes on the left to select employees or use the checkbox at the top of the table to select all employees. When you have the right employees selected, click Actions next to the Generate button.
- You can then perform bulk actions for the forms. You will have the options to:
- Regenerate EA forms: If the employee has been included in additional pay runs and you need to update the data within the EA form, you can use the 'Regenerate' button to do this;
- Publish all: Once you have 'Saved' the report, you are then able to 'Publish'. Publishing all the report allows the employee to view it within the Employee Self Service portal (ESS). Additionally, they will receive a notification depending on the settings on their Employee file > Pay run defaults page.
- Unpublish all: If you have 'Publish all' EA forms and now wish to 'Unpublish all'. This will return the EA back to draft state.
- Notify all: Where you have 'Publish all' and wish to notify all employees that the EA form is available to access.
- Download excel: Exports data into excel format.
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Download all: Allows you to download the EA report as a PDF. Each employee form wil download in one combined PDF document.
Manage an individual employee's EA form
After you have generated EA forms, you can edit, regenerate, download and publish individual EA forms using the process below.
- Click the Actions button next to the employee whose EA form you want to manage.
- You can now perform actions for this individual. Your options are:
- Edit. You can edit data to provide additional information such as details of payment for gross tips, awards, allowances, VOLA address details, adhoc items such as refunds amounts from an unapproved provident fund.
- Regenerate. If the employee has been included in additional pay runs and you need to update the data within the EA form, you can use the 'Regenerate' button to do this;
- Download. Exports data into excel format.
-
Publish. Once you have 'Saved' the report, you are then able to 'Publish'. Publishing allows the employee to view it within the Employee Self Service portal (ESS). Additionally, they will receive a notification depending on the settings on their Employee file > Pay run defaults page.
Further Information
Details in the EA Form
The listed items here are included data on the EA Form:
- B.1 (a) - Gross salary, wages or leave pay (incl. overtime)
- B.1 (b) - Fees, commissions or bonuses
- B.1 (c) - Gross tips, perquisites, awards/rewards or other allowances
- B.1 (d) - Income tax borne by employer in respect of his employee
- B.1 (e) - Employee Share Option Scheme (ESOS) benefit
- B.1 (f) - Gratuity
- B.3 - Benefits in kind
- B.4 - Value of living accommodations
- B.5 - Refund from unapproved provident/ pension fund
- B.6 - Compensation for loss of employment
- C.1 - Pension
- C.2 - Annuities or other periodical payments
- D2 - CP 38 deduction
- D3 - Zakat paid via salary deduction
- D.4 (a) - Relief claim by employee via Form TP1
- D.4 (b) - Zakat relief claim by employee via Form TP1
- F - Tax exempt allowances / perquisites / gifts / benefits
Important
When you apply a payment classification to a deduction category, any deductions made using the deduction category will be reported in the relevant part of the employee's EA form
Explore related content
- End of Year Tax Guide This article will guide you through the process of wrapping up the tax year and getting ready for your end of year tasks.
- Tax Relief This article covers LHDN tax reliefs, and explains how taxpayers can claim relief amounts from their taxable income for the relevant assessment year.