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Digital Form 101

Form 101 (the employee tax card) goes out as a link. The employee fills it in the browser without a SmartBill account, signs on screen and submits. The employer gets a signed PDF and an XML file to import the employee into Michpal. After submission, the form can no longer be edited. The signed PDF, XML, and uploaded attachments are retained along with the submission tracking details.

On mobile, open the account picture → Plugins → Salaries → Form 101.

In Salaries → Form 101 fill in the employer details shown in section A of the form: name, address, phone, withholding file number and an email for receiving forms. Choose whether the signed PDF is emailed to the employer and the employee on completion, then tap Save employer details.

  1. Tap Send Form 101, pick an employee or type a name and email, and tap Create link.
  2. Copy the personal link and send it to the employee, or leave Email the link to the employee on so the link is emailed automatically. The link is valid for 30 days.
  3. You can also turn on Permanent link enabled: one link for all employees where every visit starts a new form.

The employee opens the link, sees the employer details and fills in personal details, children, income type, other income, spouse, tax credit claims, tax adjustment and bank account. They can attach an ID scan, save a draft and come back later. To finish they sign by drawing on screen, confirm the declaration and tap Submit. First name, last name, ID (or passport), birth date and income type are required.

The form appears under Received forms with the status Submitted. Tap the PDF icon to download the signed form and the export icon to download the Michpal XML (before the form is completed, configure the Michpal company number and select an employee with a Michpal employee number so the export includes them). A link not completed within 30 days shows Expired; delete it and send a new one.

To resume a saved draft, keep the personal link opened in your browser. Reopening the company’s permanent link starts a new form. If the personal link expires or shows an error, contact your employer. Complete any missing fields, signature, or declaration confirmation before submitting again.

Enable the salaries module · Hours reporting for employees