Employee Guide: Year-End Adjustment Process on PC

This guide explains the year-end adjustment process (for employees) on a PC, from receiving the request to completing the survey and submitting the required documents to HR. For the explanation of the process on smartphones, see Employee Guide: Year-End Adjustment Process on Smartphones.

1. Open SmartHR using the link provided in the year-end adjustment request email

Find an email titled [年末調整の依頼が届きました] (“year-end adjustment request received”) and press the link inside to access SmartHR.

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Enter your employee number or email address and password on the login screen and press [Log in] (ログイン).

Refer to the following help pages if you need additional guidance (forgot password, unable to log in, etc.):

2. Press the [Confirm] button on the year-end adjustment notification

When the request to fill out year-end adjustment arrives, you will see a notification that says [年末調整の依頼が届きました] (“year-end adjustment request received”).

Press Confirm (確認) to open [Your Year-End Adjustment] (あなたの年末調整) page.

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3. Press [Answer] to begin the year-end adjustment

When you press [Answer] (回答する), you will see the first question for the year-end adjustment.

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This first page explains how to pause answering the questions and resume at a later time, what documents are required, and an estimate of the time required to answer the questions for the year-end adjustment. Please be sure to read through this information.

Press [Start] (開始) at the very bottom of the page to start answering the survey.

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4. Answer the survey

Proceed through the survey, reading each question and selecting the answers that match your situation.

If you want to redo your answers

If you made a mistake when answering, you can redo your answers. To do that, go to the answer history at the bottom of the screen, and select the question (shown in blue) that you want to correct.

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If you accidentally deleted the information entered in the survey

If you accidentally deleted any pre-registered information, refresh the page or select the previous question in your Answer history to correct your answer. If you move to the next question after deleting information, you won’t be able to undo it. Please re-enter the information that was deleted.

5. Check the information you entered

A review screen will appear during the survey, showing the information you’ve entered so far.

If you need to make corrections, press [Edit the above] (上の内容を修正する). If you do not need to make corrections, tick off the [Confirmed] (確認した) checkboxes for all items, then proceed to the next question.

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6. Check the content of the application form

SmartHR's year-end adjustment feature automatically generates the various application forms for year-end adjustment based on your survey answers.

Preview your application forms and make corrections, if needed. You can do this by selecting the corresponding question (shown in blue) from the answer history and redoing your answers. You can zoom in and zoom out of the document image on the preview screen. You can also view the document in full screen mode on your computer by pressing [Open in a new window] (別ウィンドウで開く).

If there are no problems with the applications, press [Complete entering information] (入力を完了する) at the very bottom of the page, and you will see the final screen of the survey.

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7. Return to the home screen

Press [Return to the year-end adjustment home screen] (年末調整のホーム画面に戻る) and you will see a message that says [The survey has been answered] (アンケートに回答しました) on your year-end adjustment screen. You can check the created documents on your year-end adjustment screen.

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Editing your answers

You can edit your answers before they are reviewed by your company’s HR staff. Press [Edit my answers] (入力内容を修正) to open the editing page (入力内容の修正).

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Select the item you want to correct from Select items to edit (修正する項目), enter the reason for correction (修正の理由), and press [Edit] (修正). Make the necessary changes and save them by pressing [Save and Submit] (保存して提出).

8. Prepare documents and submit them to HR

Read through the sections [Document(s) to submit] (提出する書類) and [Related documents] (関連書類), then print out the necessary documents and submit them to the HR staff, if required. Documents labeled [Must print] (要印刷) must be printed and submitted to the HR. Use the [Sheet for affixing original copies (原本貼り付け用台紙)] from the [Other] (その他) section to affix and submit the original copies of your documents (e.g. certificates). If several sheets are required to affix original copies, follow the instructions provided by the HR staff in charge of year-end adjustments, and submit them all together.

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Having trouble?

Please refer to the Help Center: Year-end adjustment. Our Help Center has articles addressing frequently asked questions from employees.