Creating Tax Statements for Year End Adjustment on Data File 
Procedure
Select Create Withholding Tax Statement Data File.Specify the payroll accounting area in the Payroll area field of the Payroll period block. The default value is taken from the payroll control record and determines the current payroll period of the payroll area, not the personnel numbers in the payroll area. You can overwrite the default value and select another payroll period in the Other period field.
Specify an individual personnel number or range of personnel numbers in the Personnel number field.
Specify an individual payroll area or range of payroll areas in the Payroll accounting area field.
If you use both the Personnel number and the Payroll accounting area fields, only the employees that match the values in both fields are selected.
Mark Employee with normal Y.E.A. in the Employee selection block.
Mark Tax statement by data medium in the Output selection block.
Check Create output file in the Parameters for output in TemSe block if the data is to be output directly during the program run without checking the data on the output screen.
If you do not check this box, you can output the data to a file from the output screen.
Specify an Object number if the default value proposed by the system is not convenient.
The object number will be used in the TemSe object name (TemSe = temporary sequential object) which identifies the data file in the TemSe database. The object name consists the string HR_CEADJ1_ and the 8-digit object number. It is displayed on the selection screen below Name of work file after selecting the Enter key.
If necessary, specify an event type or range of event types for hiring in the Event type for hiring field.
Select Program
®
Execute.
A list of data for each employee’s tax statement on the data file will be displayed on the output screen. The list is sorted by the Branch Office for Income Tax to which the employees belong. If you execute the program with the check-box Create output file on the selection screen marked, these data have already been output to the data file in the TemSe database.
The following tax statements are not included in the data file:
– Non-residents
– Disaster victims
– Retirees
– Employees not targeted for Y.E.A.
For these groups of employees printed tax statements have to be submitted to the income tax office. Refer to Step 14 for a description on how to create printed tax statements for these employees.
The branch office for income tax is identified by the Income Tax Modifier set up during Customization. For more information, see the Implementation Guide (IMG) of Payroll Japan.
Check the data in the output list. If necessary print the list.
Select TemSe summary. You will see a summary of the tax statements per Branch Office for Income Tax. Check the data and print the list if necessary. The data can be used as a basis for posting to the Summary List of Withholding at Source Statements.
When the data in the lists are not completed or incorrect, please correct the settings in the master data, the customizing set up or in the payroll data and recreate the tax statements by running the program again. If data has been output to the TemSe you are free to use the same object number (please refer to Step 8) on the selection screen as in the first run, as the data file will be overwritten.
Select TemSe output if the data file is not output to the TemSe database during the program run directly (that is, the check box Create output file on the selection screen of the program is not marked). The data file is created.
The same restrictions for the groups of employees recorded as described in Step 10 also apply to the data file created here. Please refer to Step 14.
Select Excluded employees to create printed tax statements for employees that have to submit a tax statement to the income tax office but whose statements have not been recorded on the data file (refer to ‘Result’ in Step 10.). Please use a two-fold form to print the statements, as one copy is to be handed to the employee.
The statements will be sorted by the Branch Office for Income Tax which the Employee belongs to.
Return to the previous screen.
Select Employee copy to create printed copies of tax statements for
- Employees whose tax statement is recorded on the data file
- Employees who do not have to submit a tax statement to the income tax office.
The statements will be sorted by the Branch Office for Income Tax and given to the employees.
Result
Tax statements are created on a data file that can be submitted to the income tax office for employees.
- For certain groups of employees who have to submit legal forms (tax statement), to the income tax office as their statements are not been included in the data file.
- Printed copies of tax statements have been created and given to the employees.
To create copies of tax statements (Pay Slips) to be submitted to the local tax offices, see
Creating Tax Statements for Y.E.A. on Printed Forms.To copy the data file in the TemSe database to a data medium, see
Copying Tax Statement Data in the TemSe to Data Medium