Software features
1. Automatically calculate salary or year-end bonus personal income tax without writing formulas;
2. The tax rate range and threshold can be adjusted;
3. Support batch import of personnel and automatic measurement of individual taxes in batches;
4. Supports export function, the calculated salary table can be exported to Excel and other format files;
5. Pure green software, no installation required;
6. Completely free.
Instructions for use
1. Settings
1. Set the threshold and tax rate
The system defaults to the threshold and tax rates stipulated in the Personal Income Tax Law implemented on September 1, 2011. When the threshold or tax rate changes, the user can modify it. Click [Tax Rate] on the toolbar to pop up the window as shown in Figure (1):
Figure (1)
Enter the new personal income tax threshold in this window, or click [Add] or [Delete row] to adjust the tax rate range, save and exit to complete the setting.
2. Set up a “blind spot” for year-end bonuses
When calculating the personal income tax on year-end bonuses, the system will automatically detect whether the taxable amount is within the "blind spot". The so-called "blind spot" refers to the phenomenon that according to the current tax calculation method, after the taxable amount of the year-end bonus exceeds a certain critical point, the bonus amount increases by a "small step", but the tax amount increases by a "big step". This is an unreasonable phenomenon similar to an extra yuan of money, but the after-tax income is reduced by thousands or even ten thousand yuan.
Similarly, the system defaults to a "blind zone" that exists when calculating the tax rate implemented on September 1, 2011. When the tax rate range changes, the amount range in the "blind zone" needs to be adjusted (if the current tax calculation method remains unchanged, the "blind zone" phenomenon will inevitably exist). Click [Tax Rate] on the toolbar to pop up the window as shown in Figure (2)
Figure (2)
Click [Add] and [Delete Row] in this window to adjust the amount range of each area. Save and exit to complete the setting.
2. Import data
When calculating personal income tax on salary or year-end bonus, some basic information such as employee number, name, etc. can be input manually or imported from external data. For example, import from an Excel file. �
Operation steps (take importing Excel as an example):
Step 1: Switch to the corresponding page for "Salary Individual Tax Calculation" or "Year-End Bonus Individual Tax" calculation, click [Import] on the toolbar, and the "Import Wizard" window will pop up, as shown in Figure (3):
Figure (3)
Step 2: Click [Start Wizard], a window as shown in Figure (4) will pop up, select the Excel file in the "Data Table Category", click [Next], and enter the window as shown in Figure (5).
Figure (4)
Step 3: Select the source file name as shown in Figure (5) and click [Next].
Figure (5)
Step 4: In the window shown in Figure (6), you can set the import start and end lines of the source file. For example, start importing from the second line of the source file (because the first line of the source file is not imported as the header line), enter: 2 in the "First Line" column, and then click [Next].
Figure (6)
Step 5: In the window shown in Figure (7), click the triangle icon of each example in the table, select the example name corresponding to the destination, and make the source file example correspond to the destination example (examples that do not want to be imported or cannot be imported do not need to be mapped, such as example C in the figure below). Click [Next] after the mapping is completed. �
Figure (7)
Step 6: In the window shown in Figure (8), you can make corresponding adjustments to the example, and then click [Next]. �
Figure (8)
Step 7: Preview the data in the window shown in Figure (9). If the example correspondence is wrong, you can click [Previous] to make adjustments, and then click [Next].
Figure (9)
Step 8: Select the import data method in the window shown in Figure (10) (that is, whether you want to clear the existing data of the destination), and then click [Execute] to complete the wizard.
Figure (10)
Step 9: After completing the wizard, enter the window shown in Figure (11), where you can delete or modify data. Finally click [OK] to complete the import, otherwise click [Cancel] to give up. �
Figure (11)
3. Export calculation results
After the import or input is completed, the system will automatically complete the personal tax calculation. Users can export calculation settlements to Excel files for printing, or merge them with other corresponding data to create a complete salary table.
Switch to the corresponding page for "Salary Individual Tax Calculation" or "Year-End Bonus Individual Tax" calculation, click [Export] on the toolbar, select the path and file format, enter the file name and press OK to complete the export.
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