Creating Tax Statements for Y.E.A. on Printed Forms Select
Print Withholding Tax Statement (Printed forms).
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.
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 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).
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.
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.
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.
If necessary, specify an event type or range of event types for hiring in the
Event type for hiring
field.
Select + print or alternatively
The tax statement is printed.