Add a Tax Rebate in HRM

Define tax rebate entries to support role-based incentives, payroll adjustments, and financial reporting — adaptable to any sector or jurisdiction.

🔐 Access Control

• Only Admin users or staff with payroll setup permissions can add or edit tax rebates
• From the Dashboard, use the side menu to navigate: HRM → System Setup → Tax Rebates

🧭 Step-by-Step: Add a Tax Rebate

1️⃣ Open Tax Rebate Setup

• Navigate to the Tax Rebates section under System Setup
• Click the ➕ icon to open the “Create Tax Rebate” form

2️⃣ Enter Rebate Details

• Description*: Enter a clear label for the rebate — examples include:
  • Tax Rebate Specialist, Tax Rebate Manager, Consultant Rebate
  • Low-Income Adjustment, Remote Work Rebate, Compliance Incentive
  • Role-Based Rebate, Project-Based Rebate, Annual Rebate Bonus
• Amount*: Enter the rebate value (e.g. 25000, 10000)
  • This amount will be applied as a deduction or adjustment in payroll calculations

3️⃣ Save the Tax Rebate

• Click Create to add the rebate entry
• The new entry will appear in the list with action icons:
  • 🖊️ Edit
  • 🗑️ Delete

✅ Best Practices

• Use descriptive labels that reflect the purpose or role linked to the rebate
• Ensure rebate amounts are consistent with payroll policies and tax logic
• Review rebate entries quarterly to reflect policy changes or incentive updates
• Avoid vague names like Misc Rebate — be specific for audit and reporting clarity
• Coordinate with your finance team to ensure rebate logic aligns with local tax rules