After entering the client, select the special additional deduction information set on the right or various expenses under the special additional deduction information set on the left to enter the set.
Take children's education expenditure as an example:
Add directly:
After clicking Add, you can select the name of the person to be added in the column of Personal Information-Name, then fill in the spouse information and children's education expenditure information, and click Save.
Template import:
At present, the highly recommended method: click Import-Template Download, download the template, then make it in the template, and import it through the import file after making it.
After downloading the template, there are seven excel tables: instructions for filling in the form, home page, children's education expenditure, housing rent expenditure, housing loan interest expenditure, elderly support expenditure and continuing education expenditure. The first page is a required form, and the remaining five expenditure forms are optional forms, which can be filled in according to the actual situation of individuals.
Fill in the instructions:
(1) the scope of application of the template. This template is suitable for individuals to fill in and provide withholding agents (companies that pay wages and salaries) with special additional deduction information such as deducting children's education, continuing education, housing loan interest or housing rent, and supporting the elderly during the year, and make pre-tax deduction when withholding wages and salaries.
(2) Special additional deduction submission method. Individuals can provide the collected information to withholding agents and make special additional deductions when withholding personal income tax; You can also apply for special additional deduction at the time of year-end settlement and self-declaration.
③ Individuals who do not involve special additional deductions do not need to fill in this template.
④ Do not modify the existing contents of the template, including the name of the bottom tab; Do not manually modify or fill in cells with a gray background.
⑤ When filling in the template, please pay attention to the top description of each page of the template and the prompt description of the cell box.
⑥ Handling of information acquisition failure. If the information is not standardized, it may lead to the failure of information collection of withholding agents and affect individuals' enjoyment of special additional deduction. If the withholding agent fails to handle the special additional deduction for the individual in time, it may verify and confirm with the withholding agent.
⑦ Handling of information change. Where the special additional deduction information filled in by an individual changes, the relevant information items shall be changed in time and provided to the withholding agent again.
Special additional deduction information added through direct addition and template import functions needs to be submitted and fed back in the system. After the feedback is successful, it can be deducted at the time of declaration.