To use the Income Management (Business & Other & Interest/Dividend & Non-Resident) feature, you need [Income Management] + [Business Location Settings] permissions.
If you have members who need to add and report business income or other income, try managing and reporting through the [Business Income Management] [Other Income Management] features!
You can download the simplified payment statement for business and other income and file reports
Business Income Management
Click [Payroll] → [Tax] → [Income Management] tab, top right [Add Reportable Income] to add business income.
When you enter the business income recipient and income information, income tax and local income tax are automatically calculated.
You can disable the [Auto-fill Amount] toggle at the top right to manually enter and add income tax and local income tax.
Click Add Multiple to bulk add as shown below.
If the business locations differ, please refer to the Business Location Settings Guide to add business locations first.
When you enter the total payment amount, income tax and local income tax are automatically calculated according to the tax rate.
If you want to enter a different amount from the automatically calculated amount, click on the income tax and local income tax amounts to enter the amounts directly.
Click [Download Business Income Template] to download the Excel template and upload via Excel.
After saving the template, click [Upload Business Income] to bulk upload income.
Once business income information entry is complete, click [Add] on the right to verify the added business income.
You can use the filters at the top left to search for business income recipients by attribution month or payment date.
Other Income Management
Click [Payroll] → [Tax] → [Income Management] tab, top right [Add Reportable Income] to add other income.
Enter the other income reporting recipient and income information.
The withholding tax amount at the bottom is calculated automatically.
If you disable the [Auto-fill Amount] toggle at the top right, you can directly enter amounts in areas with the pencil icon as shown in the image, and then add them.
Click Add Multiple to bulk add as shown below.
If the business locations differ, please refer to the Business Location Settings guide to add business locations first.
When you enter the total payment amount, income tax and local income tax are automatically calculated according to the tax rate.
If you want to enter a different amount from the automatically calculated amount, click on the necessary expenses, income tax, or local income tax cells to enter the amounts directly and then add them.
Click [Download Other Income Template] to download the Excel template and upload via Excel.
After saving the template, click [Upload Other Income] to bulk upload income.
Interest/Dividend and Non-Resident Business Income Management
Click [Income Management] → [Add Reportable Income] → [Interest/Dividend Income] to add interest/dividend income individually or via Excel.
You can register and manage interest income and dividend income paid to domestic/foreign individuals or corporations.
Click [Income Management] → [Add Reportable Income] → [Non-Resident Income] to add non-resident income individually or via Excel.
You can register and manage business, other, personal services, royalty, and vessel/aircraft rental income paid to foreign non-resident individuals or corporations.
Interest/dividend income and non-resident income, like resident business/other income, are automatically aggregated and linked to the withholding tax performance report when it is generated.
For interest/dividend income, supplementary forms often need to be prepared separately. If there are issues when preparing supplementary forms, you can refer to the detailed guide provided in the [Error Details] tab to complete the report more smoothly.
Simplified Payment Statement Issuance
Click [Issue] in the [Payment Statement Issuance] tab.
When you select the payment period, the previously added business/other income is automatically loaded. Please verify the loaded details!
After checking the withholding agent information, if modifications are needed, click [Edit Information] at the top right to modify the withholding agent information and person-in-charge information!
Click [Download Conversion File] to download the simplified payment statement. The downloaded payment statement can be filed on Hometax.
Click the [Excel] button to the left of the Download Conversion File button to download an Excel file. You can also use this file to file through the [File via Excel] feature on Hometax.
FAQ
When should business income and other income be reported?
When should business income and other income be reported?
Simplified payment statement filing is monthly
By the last day of the month following the payment month
Payment statement filing is once per year
Other income: By the end of February each year
Business income: By March 10 each year
I completed the business location settings but members without business location settings appear when filing.
I completed the business location settings but members without business location settings appear when filing.
If there are members whose business location is not set and you click Save without linking all listed members, the business location settings will not be saved.
Please set up all members in the business location settings, save, and then proceed with filing.