Extended data
Basic principles of filling in the personal income tax return of the new company
1. First fill in the withholding agent and the withholding agent identification number (required).
2. Fill in the basic information form of general taxpayers. Anyone who pays wages, salaries and other income items in our company, whether employees or not, whether tax is deducted or not, needs to fill in the basic information form of general taxpayers. If the Modify option in each row is imported for the first time, please select Yes and select No next time.
3. Import the contents of the Basic Information Form of General Taxpayers into the Income Tax Schedule.
4. According to the actual situation, fill in the withholding declaration information of each taxpayer in the income tax schedule.
5. Fill in the current tax deduction table for the overpaid tax in the previous period, and only the "current tax deduction" and "tax reduction and exemption" in this table will be added to the withholding tax summary table.
6. After completing the form, click the "Review" button, and the system will automatically review the legality of the filled contents. If the audit fails, the system will give a prompt. Please follow the prompts to modify it until it is approved.
7. After filling in the form, click the "Calculate All" button, and the system will automatically calculate the tax amount and conduct relevant review. If the audit fails, the system will give a prompt. Please follow the prompts to modify it until it is approved.
8. After the calculation is approved, click Generate Report File to generate a report file with the extension ... ZIP file in the current directory.
Matters needing attention
1. This Excel template requires macro commands, so it must be enabled when using the template. The operating steps are as follows: When opening the template for the first time, click Tools-> Macro-> Security Open in the menu bar, and the security is set to Medium. Then close this template and reopen it, and a prompt box will appear. Please click "Enable Macro", otherwise the template will not start the automatic calculation function and button setting function.
2. Do not modify the generated ZIP file.