Importing Previous Employer
>>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 year!
DOWNLOAD TEMPLATE
In the Previous Employer section, click the dropdown and select <Import>. You will see a link to Get a sample template.
PREPARING THE IMPORT FILE
When filling up the template, be mindful of the following:
EMPLOYEE INFO
| ZipHR Description | Details/Remarks | Corresponding 2316 Item |
| ZipID/EmployeeID | Required, put either ZipID or EmployeeID from ZipHR 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 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 ZipHR template:
| ZipHR Description | Details/Remarks | Corresponding 2316 Item | 2316 Description |
| Non-taxable Income | (MWE) | 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 | ||
| 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 |
The template has data validation which gives you more details of what it is about.
IMPORTING THE FILE
Go back to the first step where you get the template.
Browse your file then select. Click <Import> to upload in the system.
A notification will appear on your screen if it is.
- Success! Meaning import has been successfully processed.
- Failed/Rejected. The system will reject your file when there is an error. Don't panic as ZipHR will send you an email with errors. Check your file and amend what's wrong then go ahead and re-import your file.
IMPORTED INFORMATION
Some imported information will appear in the Employee Payroll Settings.
The rest of details will appear in Year-end Tax Reports.
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