The following are some of the questions that we often encounter:
After generating my tax forms, it is missing some employees.
How to add an employee to my tax forms?
I have missing employees in my tax forms, how do I add them to the tax form list?
How to Add Additional Employees in Tax Forms?
If you head over to any of your tax forms and do not see some of the employees, it is probably still not added to your tax form employee listing.
The "Add Additional Employees" button is essentially to load an employee's IR8A form that is not included in the generated list.
NOTE: Do ensure that the employee’s name is checked, and click Add Seleted Employees to add them to the list.
How to Remove Employees in Tax Forms?
Removing the names from the list is also available on the same page:
NOTE: Do ensure that employees you want their names removed from the list get their checkbox marked as checked, or check all, and click Remove Selected Employees.
Why does the tax form section under the Eligible section show they are not eligible?
It is highly likely because they are not eligible to generate that specific tax form.
There is an "info" button beside it that you can click to view the reason why they are not eligible:
From here you can determine the reason and plan your next steps to ensure they are eligible. 😎