Turn payroll into tax submissions
Skip the manual data entry. Officaid pulls your payroll data directly into IR8A tax submissions, filling in salary, allowances, total income, CPF and self-help group contributions from the payslips you've already processed. In a few clicks, you can generate submissions for your entire workforce.
Before You Begin
Ensure your payroll is complete for the period you want to report. The generation process pulls data from finalised payslips, so any employees missing payslips for the reporting period won't appear in the list.
Step-by-Step Guide
- 1 Navigate to Team → Tax from the main menu
- 2 Click Generate From Payslips in the top-right corner
- 3 Select the Income year, the year the income was earned. Officaid fills Period From and Period To with 1 January to 31 December of that year
- 4 Check the Period From and Period To dates and adjust them if you need a different payslip date range
- 5 Choose the Submission Type: Original, Amendment, or Revised
- 6 Click Load Payslips to retrieve employee data
- 7 Review the list of employees and their payslip totals
- 8 Select the employees you want to generate submissions for using the checkboxes
- 9 Check the Generation Summary, then click Generate Submissions to create the tax submissions (or Cancel)
The generated submissions appear in your Tax Submissions list with a Draft status, ready for review and submission to IRAS.
Understanding the Generation Panel
When you click Generate From Payslips, a Generate from payslips panel opens with several fields to configure:
Income year is the year the income was earned, 1 January to 31 December. IRAS files it under the following Year of Assessment: for income earned in 2025 (Year of Assessment 2026), choose income year 2025. Choosing a year sets the payslip period to that calendar year.
Period From / Period To defines the date range for payslips to include. It is filled in from the Year, and you can change it, for example to cover only part of the year.
Submission Type specifies whether you're creating an Original submission (first submission for the year), Amendment (adjusting a previous submission), or Revised (replacing all previous submissions). See Original, Amendment, and Revised Submissions for guidance on which to choose.
The Payslip List
After clicking Load Payslips, an Available Payslips list appears showing employees with payslips in the selected period. Each row displays:
Employee shows the employee's name and ID for easy identification.
ID No displays the employee's identification number (NRIC or FIN).
Period shows the date range of their payslips being aggregated.
Basic Salary, any allowances and additions (+), any deductions (−) and a Total, which is the gross employment income for the period (basic salary plus additions). Deductions such as CPF are shown separately and are not taken off the total.
Existing Submission indicates whether a submission already exists for this employee and year. If one exists, you'll see the submission type (O, A, or R) noted here.
What Gets Pulled from Payslips
The generation process aggregates data from all payslips in the selected period:
- Basic salary and wages are combined into the Gross Salary field
- Bonuses are totalled in the Bonus field
- Allowances are totalled in the Allowances field and included in the total income
- CPF contributions populate the Deductions section
- Other deductions (donations, insurance) are included where applicable
Employee information such as name, ID number, address, and bank details are pulled from the employee's profile in the Directory.
Handling Special Cases
Employees who joined mid-year: Only payslips within the selected period are included. If they started during the income year, the Date of Commencement is filled in from their Join Date. For employees who joined in an earlier year it is left blank, as IRAS only asks for it when employment started in the income year.
Employees who left during the year: Similar to new joiners, only payslips from their employment period are aggregated. The Date of Cessation is populated from their employee profile.
Employees with existing submissions: If a submission already exists for an employee, the Existing Submission column shows this. You can still generate a new submission, which will be created as the selected submission type (Amendment or Revised).
Frequently Asked Questions
The employee must have at least one finalised payslip within the selected Period From and Period To dates. Check that their payslips exist and are not still in draft status. Navigate to Team → Payroll to verify their payroll history.
Yes. After loading payslips, use the checkboxes to select only the employees you want to include. The Generate Submissions button creates submissions only for selected employees.
Correct the source data first. Update or regenerate the relevant payslips in Team → Payroll, then return to the Tax module and generate the tax submission again. If you've already submitted to IRAS, you'll need to create an Amendment or Revised submission.
No. You can select multiple employees and generate all their submissions in a single action. This is especially useful during annual filing when you need to process your entire workforce.
What's Next
After generating submissions, you'll want to review and submit them:
- Editing Tax Submission Details - Review and adjust individual submissions before filing
- Submitting to IRAS via API - Send your submissions directly to IRAS
- Tax Submission Statuses Explained - Understand what each status means