sage ubs corporation sdn. bhd. release notes payroll 9.3.2.pdf8 aps aps no. 55 tax (cp39) – lhdn &...

Release Notes UBS Payroll System

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ORIGINAL

SAGE UBS Corporation Sdn. Bhd.

Release Notes

Private and Confidential

Version : UBS NINE : Version 3 (Build 9.3.2)

Dated : February 19th

2009

SAGE UBS Corporation Sdn. Bhd.

Suite 1B-6, Level 6, Block 1B, Plaza Sentral,

Jalan Stesen Sentral 5, Kuala Lumpur Sentral,

50470 Kuala Lumpur, Malaysia.

www.ubs-software.com

http://www.ubs-software.com/


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Table of Contents

A. INTRODUCTION .......................................................................................... 3

B. INSTALLATION INSTRUCTION .................................................................. 4

C. WHAT’S NEW............................................................................................ 13

D. UPGRADE CONCERNS .......................................................................... 137


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A. INTRODUCTION

This release notes covers installation instruction, and what’s new for UBS NINE : Version

3.2 Payroll (February 19th 2009).


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B. INSTALLATION INSTRUCTION

1. Insert the UBS installation CD into the CD-ROM drive and wait for the UBS Software Installation Menu to appear. If the installation menu does not appear automatically, select the

CD-ROM drive in My Computer or Computer and run the Setup.htm.

2. In the Installation menu, select the UBS program that you want to install.


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3. Double click on the setup file (.msi).

4. After the UBS program has been selected, the installation window will be prompted, and then click Next.


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5. On the License Agreement page, read and select I Agree, and then click Next.


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6. On the Select Installation Type page, select one of the following: For multi users

Server

Workstation

Standalone

If you select Server Installation, the server program will be installed.

If you select Workstation Installation, the client program will be installed.

If you select standalone Installation, the standalone program will be installed.


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7. On the Select Installation Folder page, you can do the following:

To change the installation folder location, click Browse.

To view the storage drives whichever disk space is available for installation, click

Disk Cost….

To determine the computer user who is allowed to use the UBS program, select Everyone or Just me.

After the options have been defined, click Next.


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8. On the Confirm Installation page, click Next to start the installation.


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9. After the installation has been confirmed, the installation will be started.


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10. On the Installation Complete page, click Close.

After installation, a UBS icon will be created on the desktop.


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C. WHAT’S NEW

Payment Menu

No Item Details

1 View Calculation Payments → 2nd half Payroll → View Payslip,

click ‘View Calculation’

Used to view the value of each parameter of

STD formula 2009

2 Current Relief Payments → 2nd half Payroll → Add/Update →

Normal Pay (Relief)

Used to maintain monthly relief

Point cursor to view the label for instruction

3 Compensation and

Gratuity

Payments → 2nd half Payroll → Add/Update →

Normal Pay (Basic Pay & Overtime), click

‘More…’ button

Used to maintain compensate amount and

gratuity amount.

4 Tax Relief

Transaction List

Payments → 2nd half Payroll → Management

Report → By Line no. / Branch / Category /

Department

Monthly Tax Relief listing report

5 Compensation /

Gratuity Report

Payments → 2nd half Payroll → Management

Report → By Line no. / Branch / Category /

Department

Monthly compensation / gratuity report


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Personnel Menu

No Item Details

1 Child Relief Point Personnel → Add/ Update Employee

(Personnel Details)

Used to key in total child relief point to

determine child deductions

2 PCB Setting Personnel → Add/ Update Employee (Setting)

Has been removed as it’s not applicable in new

regulations of STD Calculation 2009.

New option has been added, which is

‘Owner/Have control to the company’.

o Select ‘Yes’ if current employee is the

owner or one of the owner of this

company.

o Select ‘No’ if current employee is not

the owner of this company.

o Select ‘Foreign’ if current employee is

foreigner.

3 Previous Relief Personnel → Add/ Update Employee (Previous

Relief)

Used to key in accumulated allowable

deductions including from previous company

(if any), accumulated PCB/Zakat/Levy/EPF,

and accumulated salary payment within a same

salary year.

Government Menu

No Item Details

1 CP 39 Government → Income Tax Reports.

2 CP 39A Government → Income Tax Reports.

3 TP 1 Government → Income Tax Reports.

Monthly Relief and Rebate for individual.

4 CP 8 Government → Income Tax Reports.

E Form.

5 CP 8A Government → Income Tax Reports.

EA Form.


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Monthly & Yearly Menu

No Item Details

1 Mtd Compensation /

Gratuity

Monthly & Yearly → Month To Date Pay

Listing → By Line no / Branch / Category /

Department

Month to date compensation / gratuity report.

2 12 Months Tax Relief Monthly & Yearly → 12 Months Yearly

Reports

Tax Relief report for 12 Months (January until

December)

3 Ytd Compensation /

Gratuity

Monthly & Yearly → Year To Date Pay

Reports → By Line no / Branch / Category /

Department

Year to date compensation / gratuity report.

Housekeeping Menu

No Item Details

1 Control Housekeeping → Setup → Parameter Setup,

(Control)

Options below have been removed as it’s not

applicable in new regulations of STD

Calculation 2009.

o Do not adjust Bonus PCB / Comm.

PCB / Dir. Fee PCB on 2nd

Half

o Bonus PCB calculated based on last

year December taxable amount

Options ‘Employee EPF paid by Employer is

taxable’ has been removed due to complexity of

STD Calculation 2009. Will put in future

enhancement.

2 Auto Numbering Housekeeping → Setup → Parameter Setup,

(Auto Numbering)

Used to set the format of Tax Relief ID

Whenever there is a new relief maintained in

Normal Pay, system will auto assign one Tax

Relief ID for each relief item.


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For record purposes.

3 Payment Table Housekeeping → Setup → Table Maintenance.

All checkboxes for PCB have been removed

due to the new regulations of STD Calculation

2009.

Column ‘Pay Every ? Months’ has been

removed due to the regulations of STD

Calculation 2009.

4 Allowance Table Housekeeping → Setup → Table Maintenance.

EA column is added, in order to assigns

particular allowance item show in EA column

no. 1, 3, 5 and 16.

Relief Code is added, in order to determine

relief type for particular allowance item.

(available relief code are TR0014 and TR0016

until TR0023. Refer to Tax Relief Table for

details. )

5 PCB Table Housekeeping → Setup → Government Table

Has been removed as it’s not applicable in new

regulations of STD Calculation 2009.

6 PCB Constant Value Housekeeping → Setup → Government Table

Able to list Schedule 1 for user to retrieves the

value of P, M, R, B.

Able to get the value of D(Individual

Deduction), S(Spouse Deduction), C(Children

Deduction) for STD Calculation 2009.

7 Tax Relief Table Housekeeping → Setup → Government Table

A list of Tax Relief with capping amount.

8 APS APS no. 55 Tax (CP39) – LHDN & Alliance

Bank

APS no. 63 EPF (Borang A) – Alliance Bank


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D. UPGRADE CONCERNS

Users are advised to upgrade the system following a proper way.

1. For user who is upgrading from 8.X, please follow the steps as below:

a. Upgrade to 9.0 (by Existing data).

b. In version 9.0, run the following options in sequence.

i. Go to Housekeeping → File Re-organisation → A. Generate Pay_12m

ii. Go to Housekeeping → File Re-organisation → Upgrade

iii. Go to Housekeeping → File Re-organisation → Index

c. Then, upgrade to Version 9.2 or Version 9.2 SR X (by existing data or restore

backup file).

d. In Version 9.2 or Version 9.2 SR X, system will auto detect that the data is from

previous version and will prompt upgrade data files. Click ‘OK’ to run upgrade.

If the system does not prompt upgrade data files, go to Housekeeping → File Re-

organisation → Upgrade and run it. Then, go to Housekeeping → File Re-

organisation → Index and run it.

e. You may now upgrade to Version 9.3.2. (by existing data or restore backup file).

2. For user who is upgrading from 9.0 or 9.0b, repeat Step 1 (c) until Step 1 (e).

3. For user who is upgrading from 9.2 and above, you may upgrade directly to Version

9.3.2.

4. User SHOULD NOT:

a. Upgrade from Version 8.X directly to 9.3.2.

b. Upgrade from Version 9.0 or 9.0b directly to 9.3.2.

c. Upgrade using export and import data.

d. Upgrade without running Upgrade and Index.

e. Upgrade from 8.X to 9.X without running ‘Generate Pay_12m’.

f. Copy and paste or Overwrites all/any database files to new version.

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