The Inland Revenue Division (IRD) is pleased to introduce a new service that allows employers to file their PAYE Annual Return and TD4 Supplementary Forms (TD4 Certificates), online via its e-Tax platform https://etax.ird.gov.tt.
With this new service, employers will no longer be required to submit signed, stamped and printed copies of the TD4 Supplementary Forms. Employers will be able to generate TD4 Supplementary Forms for their employees using the approved TD4 templates.
For more information on the requirements to submit TD4 Supplementary Forms, employers are kindly asked to visit the Inland Revenue Division’s website at www.ird.gov.tt/PAYE/AnnualReturn.
In guidance with the information above, the new TD4 implementation on HRplus' System would give the users the option to generate the TD4 as either a PDF using the government's template or as a CSV for uploading on the government website.
How to Generate the TD4 Form in HRplus?
Navigation: PowerPay>>Payroll Reports>>Tax/N.I.S/H.S Data>>Generate TD4
Click on the report and enter the data as prompted.
Year: Select the year for which you will like to generate the report
Company Name: Select the name of the company you will like to generate the TD4 forms from.
Pay group: Select a specific pay group or select the option "Export all pay groups" to print all pay groups
Employee Name: Select a specific employee or select the option "Export all employees" to print all Employees
Generate From: The two (2) options available are from payroll or from the edit file. Payroll (will generate the information from the payroll archived options) while Edit file (will allow you to use the data saved under statutory records).
Print Options: The two (2) options available are One per page (Print one TD4 report per page) Two per page (Print Two TD4 reports per page).
For more information about the printing parameters, please consult the link below.
https://www.ird.gov.tt/PAYE/AnnualReturn/Guide/printing/TD4
From Edit File
Before generating your TD4 with this option, ensure that you save the statutory report by pay group or consolidate by company. Consult the articles below for additional information.
When you select the edit file option, you should be able to then select if it should be Consolidated By Company or Not. This is used to determine which data you would like to use for generating the TD4.
If you select "Yes" to Consolidated by Company, any pay group you may have selected would not be solely generated, as all the company employees who have information would be populated on the TD4. However, you can still filter which employees the TD4s are generated for by selecting the employees individually or in batches in the Employee field on the TD4 screen you have selected. Note that once specific employees are selected, it would generate the TD4 for only those employees.
When Yes is selected for Consolidated By Company it uses the data saved from Save Statutory Report Consolidated By Company screen.
When No is selected for Consolidated By Company it uses the data saved from the Save Statutory Report screen.
Hence the editing of the TD4 data with the editing screen would also work with the new implementation of the TD4s.
How to Generate the TD4 in PDF
You can generate this file by selecting the option PDF on the screen of the report.
Sample File
How to Generate the TD4 in CSV (Upload file)
You can generate this file by selecting the option CSV in the screen of the report.
Please note that once the CSV option is selected, two additional options will appear.
Amend PYE to Company BIR Number:
- When Yes is selected, the report will show 'PYE' in front of the employer's PAYE Number. This only applies if 'PYE' is not included in the company's statutory number.
- When No is selected, the report will show the same information that is saved in the system
You can consult the Employer's PAYE number in the following navigation: Personnel>>Setup>>Organisation>>Structure>>Companies. Double click the company name record and select the tab Payroll & Tax Info
TD4 type: This option will update the information of the last column in the TD4 CSV file as per government requirements. Please note that you can choose between the options Income and Pension and this will affect the pay groups selected.
If you have a mix of employees who earn an income and employees who earn pension within the same pay group, you can select the option that has the most employees with a specific type in the pay group, as you will have to manually change the other type.
Sample file
The CSV file should not contain a header row and must not contain any empty rows. Consult the following link to access the CSV File Specifications.
Employers must submit the Annual PAYE Form on https://etax.ird.gov.tt using either:
Navigate the system until the step that requires uploading the CVS file.
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