Creating a Tax Data Record (Infotype 0065) for a New Employee 

Procedure

  1. Choose Human resources ® Personnel management ® Administration, then Maintain master data.

    2. The Maintain HR Master Data screen appears.

  2. In the Personnel number field, enter the employee’s personnel number.

    3. Use the matchcode function to find a number you do not know.

  3. Access the Tax Data (infotype 0065) record by entering the infotype name or number in the Infotype field.
  4. Choose Create.

    5. The Create Tax Data GB screen appears.

  5. If you are entering tax details after you have already used the employee’s data in a payroll run, enter the date on which you received these details.
    A message appears warning you that this is after the employee’s start date.

    6. Otherwise leave the date as it appears in the default.

  6. In the Current details group box, enter the employee’s tax code, the tax code source, and select the correct tax basis.
  7. In the Starter’s details group box, enter the details of the employee’s previous employment as shown on the P45.
  8. Save your entries.

Result

A Tax Data record is created for the new employee.

Retroactive Accounting is not triggered for Tax Data records created after an employee’s start date.