Review before you file
Before submitting to IRAS, take a moment to review each tax submission. While Officaid populates most fields automatically from payroll and employee records, the edit screen lets you verify everything is accurate and make adjustments where needed. A few minutes of review can prevent the hassle of filing amendments later.
Accessing the Edit Screen
From Team → Tax, locate the submission you want to review. Click the pencil icon in the Actions column to open the edit screen. You can also click directly on the employee's name to view their submission details.
The edit screen organises information into collapsible sections, making it easy to navigate to the specific area you need to review.
Employee Information
This section contains the basic details that identify the submission:
- Employee Name as it appears on official records
- Employee ID from your internal system
- Designation or job title
- Date of Commencement if the employee joined during the year
- Date of Cessation if the employee left during the year
These fields are pulled from the employee's Directory profile. If any information is incorrect, consider updating the employee record in Team → Directory to keep your data consistent across the system.
Personal Particulars
Personal Particulars captures the demographic information IRAS requires:
- ID Type and ID Number (NRIC, FIN, or Passport)
- Date of Birth and Gender
- Residential Address in Singapore
- Nationality and Residency Status
- Bank Account Details for tax refund purposes
Most of this information comes from the employee's profile. Verify that the ID number matches official documents exactly, as discrepancies can cause submission errors.
Income Information
This is the core of the tax submission, capturing all employment income for the reporting period. Officaid aggregates this from your processed payslips:
Gross Salary includes basic pay, leave pay, wages, and overtime payments. This represents the employee's regular compensation.
Bonus captures all bonus payments made during the year, whether contractual (like AWS or 13th month) or discretionary (performance bonuses).
Director's Fees applies if the employee serves as a company director and received fees for that role.
Other Income encompasses allowances, commissions, gratuity payments, ex-gratia payments, notice pay in lieu, and other compensation that doesn't fit the categories above.
Review the totals against your payroll records. If something looks off, you can edit the figures directly or trace back to the source payslips to identify the discrepancy.
Deductions and Reliefs
This section records amounts that reduce the employee's taxable income:
- CPF Contributions (employee's share) deducted from salary
- Donations to approved Institutions of Public Character (IPCs) deducted through payroll
- Life Insurance Premiums if deducted from salary
- Mosque Building Fund contributions where applicable
These are calculated automatically from your payroll deductions. Verify that the CPF contribution total matches your records, as this is a common area where errors occur.
Saving Your Changes
After reviewing and making any necessary edits, click Save to update the submission. The record remains in Draft status until you submit it to IRAS.
If you need to discard your changes, click Cancel to return to the submissions list without saving.
Validation Checks
Officaid validates your submission data against IRAS requirements. If there are issues, you'll see warning messages indicating what needs attention. Common validation checks include:
- Required fields that are empty or incomplete
- ID number format validation
- Date logic (commencement before cessation, dates within reporting year)
- Income totals that don't align with component breakdown
Address any validation errors before attempting to submit to IRAS, as the submission will be rejected if required data is missing or invalid.
Frequently Asked Questions
No. Once a submission has Submitted status, you cannot edit it. To make corrections, generate a new Amendment or Revised submission. See Original, Amendment, and Revised Submissions for guidance.
Certain fields are locked because they're derived from core employee data. To change these, update the employee's profile in Team → Directory, then regenerate the tax submission to pull the updated information.
Officaid runs validation checks when you save. If there are issues, you'll see warning messages. Beyond that, cross-reference the totals against your payroll reports to ensure accuracy. For specific IRAS requirements, refer to the official guidelines at iras.gov.sg.
You can manually add amounts in the edit screen. For income types that aren't processed through Officaid's payroll, enter the figures in the appropriate fields. Keep supporting documentation for your records.
What's Next
Once you've reviewed your submissions, proceed with filing:
- Connecting CorpPass for Tax Submissions - Set up authentication for API submission
- Submitting to IRAS via API - Send submissions directly to IRAS
- Marking Submissions as Submitted - Track manual submissions through myTax Portal