Employee Tax Exemption Proof Submission
How to use Employee Tax Exemption Proof Submission in Payroll: access, working steps, fields, related records and troubleshooting.
Purpose and access
Maintain salary components, structures and assignments, then prepare payroll for the selected period. Review attendance and leave effects, deductions and employee details before submission and payment. Payroll access is private.
This page is a record page in Human Resources → Payroll. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Employee, Currency, Submission Date, Payroll Period.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Employee Tax Exemption Proof Submission from Human Resources → Payroll, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- When the draft is complete and you are authorized, submit it through the available approval process. Submission can create operational or accounting effects. Use the permitted cancellation/amendment process for later corrections.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Employeeemployee | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Employee |
Employee Nameemployee_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Departmentdepartment | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Department |
Currencycurrency | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Currency |
Amended Fromamended_from | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Employee Tax Exemption Proof Submission |
Submission Datesubmission_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Payroll Periodpayroll_period | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Payroll Period |
Companycompany | Link Required · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Tax Exemption Proofstax_exemption_proofs | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Employee Tax Exemption Proof Submission Detail |
Total Actual Amounttotal_actual_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Total Exemption Amountexemption_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Attachmentsattachments | Attach Optional | Upload the permitted evidence file. Confirm the record and privacy settings before sharing. |
Child tables
Tax Exemption Proofs — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Exemption Sub Categoryexemption_sub_category | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Employee Tax Exemption Sub Category |
Exemption Categoryexemption_category | Read Only Required | System-provided value; correct its source record or calculation rather than overwriting the displayed result. |
Maximum Exemption Amountmax_amount | Currency Required · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Actual Amountamount | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Type of Prooftype_of_proof | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Attach Proofattach_proof | Attach Optional | Upload the permitted evidence file. Confirm the record and privacy settings before sharing. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.