Creating Tax Statements for Y.E.A. on Printed Forms

Procedure

  1. Select Print Withholding Tax Statement (Printed forms).

  2. Specify the payroll accounting area in the Payroll area field of the Payroll period block . The default value is shown and it is taken from the payroll control record. This determines the current payroll period of the payroll area and not the personnel numbers in the payroll area. You can overwrite the default value and select another payroll period in the Other period field.

  3. Specify an individual personnel number or range of personnel numbers in the Personnel number field.

  4. Specify an individual payroll area or range of payroll areas in the Payroll accounting area field.

  5. 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.

  6. Mark Employee with normal Y.E.A. in the Employee selection block if you want to create tax statements for all employees after the Y.E.A. processing at the end of the year. Tax statements will be created for all employees for whom YEA is processed successfully including employees who retire within the specified payroll period (usually December).

  7. If you want to print tax statements for retiring employees only, mark Employee with termination. Tax statements will be created for employees retiring before or within the payroll period specified, if the YEA. accounting is processed successfully for this period.

  8. Select Pay slip or Withholding tax statement in the Output selection block, depending if you want to submit the printed forms to the municipal offices or to the income tax office, respectively. For ease of submission to the municipal offices, the printed forms will additionally be sorted by the municipal city code.

  9. As tax statements in most cases have to be submitted to the municipal offices and income tax office, it is convenient to run the report twice with different selection in the output selection block.

    The other selection fields in the Output selection block are only relevant for creating tax statements on a data file.

  10. If necessary, specify an event type or range of event types for hiring in the Event type for hiring field.

  11. Select Start of the navigation path Program Next navigation step Execute Next navigation step or alternatively Next navigation step Program Next navigation step Execute End of the navigation path + print or alternatively Start of the navigation path Program Next navigation step Execute in background. End of the navigation path

Result

The tax statement is printed.