Adjust Payroll Figures Take On (PFTO) to Reflect on EA Form

Modified on Thu, 12 Mar at 11:50 AM

This feature allows you to amend the EA Form figures without reprocessing the payslip.

The PFTO screen does not display figures by default because it is designed specifically to record payroll figures that were processed outside of Worksy.

In addition, the PFTO screen can also be used to adjust figures that appear in the EA Form. Rather than directly editing the EA Form data itself, PFTO allows you to add or deduct amounts so the EA Form reflects the correct totals.

To understand the difference of PFTO and PEFTO, refer to Payroll Figures Take On (PFTO) & Previous Employment Figures Take On (PEFTO).

Step 1

On the left menu, go to Payroll (a) > Transactions (b) > Payroll Figures Take On (c).

Step 2

Choose the employee, year, and relevant company. Click Edit.

Step 3

Enter the additional amount in the relevant field on the right side.

Click Save to apply changes.

Note: Enter only the difference from the payroll-processed amount.

Example

If the ESOS benefit processed is RM1,000 and the correct amount is RM1,500 → just enter the additional RM500 in the field under B.1(e). The EA Form will automatically reflect the updated total.

Step 4 (Optional)

To clear all data at once without editing line by line, click the ⋮ icon at the top-right (next to Cancel) and click Delete.

How to Verify
Go to Payroll > Payroll Review > EA Form

You will see the updated figures reflected in the employee’s EA Form for the selected year.

Try to refresh this screen if the amount doesn't change.

We hope this explanation clarifies the matter. If you require additional assistance, do not hesitate to contact our support team.