The officer’s name in the EA Form is maintained under the company profile and will reflect in the EA report once updated. Steps to Change the Officer Name in EA Form: Go to Tools > Company Profile. Navigate to Company Address. Update the details under Contact Person. Click Save Changes. Go to Reports. Expand Government Reports > LHDN > EA Form and click Preview. The updated officer name will be reflected in the EA Form after saving the changes in the company profile.

This function allows users to transfer report templates between different company databases using an .rpt file. Steps to Export and Import a Report: Steps 1: Export Report from Source Company Go to Reports in the source company. Select the required report and click Designer. Select the template you wish to export and click Open Designer. Click the three horizontal lines icon. Select Export. The system will generate and download an .rpt file. Steps 2: Import Report to Target Company Switch to the target company. Go to Reports. Navigate to the same report and click Designer. Select the Default template and click Open Designer. Click the three horizontal lines icon. Select Import. Select the .rpt file, and click Open. The report template will be imported successfully. Click the three horizontal lines icon again. Select Save As. Enter a new report name, and click Save. Return to the Report page and click Preview. Select the newly imported report and click Preview. The report template from the source company will be successfully transferred and available in the target company for use.

Users can generate EA Forms for resigned employees by updating the employee’s resignation details and enabling instant EA generation in Employee Maintenance. Steps to Generate EA Form for Resigned Employees: Go to Payroll > Employee Maintenance. Locate the resigned employee and click the pencil icon. Go to Employment Details and enter the Resign Date. Enable the option Generate Instant EA. Click Save Changes. Click Download EA next to EA Generated. The EA Form for the resigned employee will be downloaded.

By default, the system excludes inactive or resigned employees from report outputs. Users can adjust the report settings to include them. Steps to Include Inactive Employees in a Report: Go to Reports. Locate and select the report you wish to view. Enable the option Show Inactive Employees. Click Preview to generate the report. The report will include both active and inactive (resigned) employees in the output.

Users can print the EA Form and export the CP8D file from the system. Please ensure Payroll Closing has been completed before proceeding. Steps to Print EA Form: Go to Reports. Navigate to Government Reports > LHDN > EA. Select the report year and click Preview. Click the Printer icon to print the EA Form. Steps to Export CP8D Text File: Go to Payroll > Electronic Payment. Filter and select the year, then click Download. The system will generate a ZIP file. Open the downloaded file and select Extract all. After extraction, two files will be available for preview or submission.

Yes, the system provides a Payroll Variance Report that allows users to compare the current month’s payroll with the previous month’s payroll. Steps to Compare Current and Previous Month Payroll Report: Go to Reports. Navigate to Management Reports > Payroll > Payroll Variance Report. Click Preview. The report will display differences between the current month and previous month payroll figures for comparison and analysis.

Users can group the Payroll Summary Report by Department or Branch to analyse payroll costs and employee earnings based on organisational structure.  Steps to Preview Payroll Summary Report Grouped by Department or Branch: Go to Reports. Expand Management Reports > Payroll and select Payroll Summary Report. Under Report Options, select Branch or Department at the Group By field. Click Preview. The Payroll Summary Report will be displayed and grouped according to the selected Department or Branch for easier comparison and review.

Users may print bank reports such as Bank Credit Report from the system. Steps to Print Bank Report From the System: Go to Reports. Expand Management Reports > Payroll and select Bank Credit Report. Define the filter options if required and select the Company Bank under Misc. Information. Click Preview. Click the Printer icon to print the report. Written by: Azirah (20250619)

Users can copy or import a report from another company by exporting the report as an .rpt file from the source company and importing it into the target company. Steps to Copy or Import a Report from Another Company: Go to Tools > Report Management. Click Select Report File. Select the report (.rpt) file and click Open, or drag and drop the file into the upload box. Click Upload. The uploaded report will appear in the list. You can now access and use the report in the system. Written by: Azirah (20260416)