Monthly Schedule (New Zealand only)

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The Monthly Schedule Report prints the information required for the IR345 remittance advice and IR348 monthly schedule. When the reports are printed directly to a printer, the IR348 is printed in a format approved by the IRD for the submission of computer printed forms. Note that the IRD does not accept any computer printed IR345 forms, and you are required to transcribe the information onto the IRD's own IR345 form.

If you direct the report output to a preview window, or to any of the file formats, the report layout will not be in the format approved by the IRD.

The Employer Tax Credits details report prints the KiwiSaver employer tax credit calculated for each employee. The report shows the number of weeks in the reporting period, employer KiwiSaver and complying fund contributions and the calculated tax credit for those contributions. This report is required to reconcile the total KiwiSaver employer tax credits shown on the IR345 report.

See KiwiSaver for more information on the calculations for KiwiSaver included in the IR345 and IR348 reports.

Options

Normally, the process will create both the IR345 remittance advice, and the IR345 monthly schedule reports, and also an electronic data transfer file for you to submit the information via IR-File. You can re-run the process selecting only those options you wish.

IR345 Remittance Advice

Prints the information you need to complete your IR345 return. Please note that this report cannot be submitted to the IRD. You must transcribe the figures to their form. However, if you tick the 'create ir-file electronic data file' checkbox, Kwik-Pay will create and EDF format file that you can upload to the IRD web site to submit your return.

IR348 Monthly Schedule

Prints the IR348 Mopnthly Schedule. If you direct the report straight to the printer, it will print a form that has been approved by the IRD and you do not need to transcribe the figures to their form. Note that if you direct the IR348 report to a window and then print from the window, the report is printed in a format that is not accepted by the IRD.

Create ir-File Electronic Data Transfer Files

Creates two files which can be uploaded to the IRD ir-File web site instead of completing the printed forms. Both files are created in the same folder as your payroll database:

IR345-EDF-yyyymmdd.CSV contains the summary totals for the IR345 remittance advice where yyyymmdd is the end date of the reporting period
IR348-EMS-yyyymmdd.CSV contains the details of the IR348 Monthly Schedule where yyyymmdd is the end date of the reporting period

Create KiwiSaver Electronic Data Transfer Files

Creates a file which can be uploaded to the IRD ir-File web site instead of completing the KiwiSaver printed forms. The files is created in the same folder as your payroll database:

KiwiSaver-yyyymmdd.CSV where yyyymmdd is the end date of the reporting period

Employer Tax Credits Details

Prints a report which shows how the employer tax credit total was calculated.

Select Period

The report defaults to the pays processed in the last calendar month. You can select a predefined report period, such as 'last quarter' or 'current tax year', or select 'custom date' and then select the start and end dates of the reporting period.

Report Output

You can direct the print output to a printer, a preview window, or a file in one of several different formats. Click here for more details.