PCB2 is a letter confirming that the employer has made all of the tax withholdings for a given period. This form is given to the employee who submits it to the IRB.
The PCB2 report can be found on the 'Reports' page and can be generated using the following filters:
- Tax year
- Pay Schedule
- Employing Entity (if applicable)
- Employee
- Employee Default Location
The on screen report contains the following data when the 'Search' button is clicked on:
- Employee Name;
- Gross earnings (RM);
- Yearly MTD (RM);
- Yearly CP38 (RM);
- Deduction MTD (RM).
The 'Action' button on the far right allows you to perform the following functions, depending on the 'Status' of the PCB2 report for the particular employee.
If the PCB2 form is in 'Draft' status, the following actions are available in the main filter report section:
- Generate PCB2 forms: This works the same way as the 'Search' button, which will display the on screen high level report;
- Regenerate PCB2 forms: If the employee has been included in additional pay runs and you need to update the data within the PCB2 form, you can use the 'Regenerate' button to do this;
- Publish all: Once you have 'Saved' the report, you are then able to 'Publish'. Publishing all the report allows the employee to view it within the Employee Self Service portal (ESS). Additionally, they will receive a notification depending on the settings on their Employee file > Pay run defaults page;
- Unpublish all: If you have 'Publish all' PCB2 forms and now wish to 'Unpublish all'. This will return the PCB2 back to draft state;
- Notify all: Where you have 'Publish all' and wish to notify all employees that the PCB2 form is available to access;
- Download excel: Exports data into excel format;
- Download all: Allows you to download the PCB2 report as a PDF.
If the PCB2 form is in 'Draft' status, the following actions are available within the employee level 'Actions' button:
-
Edit: You are able to input in the receipt/bank slip/transaction no. and receipt/transaction date for the deductions that have been paid in the current year. This will prepopulate on the employee's PCB2 forms. Remember to click on 'Save'. This can also be done at the main report level which will then populate the receipt number and date paid to all of the employee's PCB2 forms - refer below for more details.
- Regenerate: If the employee has been included in additional pay runs and you need to update the data within the PCB2 form, you can use the 'Regenerate' button to do this;
- Download: Allows you to download the PCB2 report as a PDF;
- Publish: Once you have 'Saved' the report, you are then able to 'Publish'. Publishing the report allows the employee to view it within the Employee Self Service portal (ESS). Additionally, they will receive a notification depending on the settings on their Employee file > Pay run defaults page.
If the PCB2 form is in 'Published' status, the following actions are available:
- Download: Allows you to download the EA report as a PDF;
- Un-publish: Will unpublish the EA form, setting the status back to 'Draft' state;
- Send notification: This will notify the employee that the EA form is available for them to access.
User can run report, export to PDF or excel
Enter the receipt number and date at main report level
You can also edit the tax year receipt number and date paid at the main level under the report filter by clicking on the arrow. When you click on the arrow it will expand items rows by month allowing you to enter in the receipt/bank slip/transaction no. and receipt/transaction date for the deductions that have been paid in the current basis year. This will prepopulate on each of the employee's PCB2 forms.
Remember to click on 'Save'.