The taxable income estimate is carried out using the program ‘Annual taxable income calculation (RPIGA0E0).

In the Implementation Guide for Personnel Administration and Payroll all necessary settings have been made for correct functioning of the payroll.

The program maintains the entry fields of the group of items ‘Payments’ in infotype 0062 with the data in the system. The infotypes maintained are:

• Gross wage

• Fixed variables

• Variables

• Payments in kind

• Reduction for irregular incomes

• Social Insurance contributions

• Compensatory payments

• Alimony

For estimate within the year, the process consists of two parts. One part ‘already settled’ of payroll results already known and an ‘estimated’ part, that is the result of the same estimate. The amounts that are maintained in infotype 0062 constitute the total of both parts. In this manner, in the case of an adjustment for example, the new annual value is the total of the amounts already paid (settled part) and the result of the new estimate for the rest of the year (estimated part).

To determine the settled part, the program uses the items generated during the payroll by the personnel calculation rule EIRE. Since the amount already paid may be stored in wage types other than those used in the estimate, this rule generates, based on processing class 68, the wage types that the program RPIGA0E0 must read as ‘settled part’ during the estimate.

The wage types generated by PC rule EIRE are:

• /1IA Gross wage

• /1IB Fixed variables

• /1IC Variable variables

• /1ID Payments in kind

• /1IE Irregular income

• /1IF Compensatory pension

• /1IG Child maintenance

To fill the field ‘Social Insurance contributions’, the program estimates the SI contributions that must be paid from the adjustment date to the end of the year (estimated part) and adds them to the amount already paid during the year (settled part) in wage type /398.

To run estimate of the payments to be received by employees through the simulation of the payroll for each period, program RPIGA0E0 uses the payroll schema EIGA. Once the payroll simulation is finalized, the schema calls function EIGA0, which processes the payroll data obtained in accordance with the settings made in the customer schema for the regular payroll run.

In the case of specific payroll items whose value is unknown, the estimate includes valuation of the payroll results for the previous year, with the object of making a future prediction based on experience obtained in the past. To this end, the program RPIGA0E0 imports the payroll results that correspond exactly with the equivalent months of the previous year. That is, if the estimate is run for March to December, the payroll results exactly corresponding to the months from March to December of the previous year are imported. In this manner repeated months are not included in the observation interval.

You can access the program through the system menu, under System ® Services ® Reporting.

• Enter the name ' RPIGA0E0' and then press the activation key.
• In the program selection screen, enter the corresponding data in each field, according to the following information:

The selection screen allows you to select an employee group according to the standard criteria of the Human resources management programs: personnel number, personnel area, and so on.

Additionally, the program presents three groups of selection parameters, which are described below:

Settings

• Start date of limitation of the infotype IT62’: The new infotype 62 record is created with the start date specified in this field. This date is generally the same as the date in field ‘Start simulation’. The start date of the limitation of the infotype 62 can never be less than the start date of simulation. The program produces an error message if this condition is not fulfilled.

• Final date of limitation of the infotype 0062. This date is optional and in case of informing it produces a limitation of the new record of the infotype 0062 on the date shown, without overwriting possible records of this infotype with later start date. In this way the data introduced in this infotype is saved for later years than the fiscal year for which the regularization is carried out

Parameter ‘Start simulation’: The program runs a simulation of the payroll results from the date indicated in this field up to period 12 of the corresponding year. In general, this date coincides with the start of the adjustment, but it is a good idea to enter a date PREVIOUS to the adjustment start if for any reason you do not want to take the amounts already settled before the adjustment date (e.g. in the case of a retroactive signature on an agreement).

Parameter ‘Payroll schema’. The field contains the payroll schema with which the estimate will be carried out.

Marking the corresponding fields, you determine whether or not you desire taking into account the results of previous years, and in what way.

Likewise, marking the field of ‘Infotype 0090’ you determine what you wish to include in the estimate of the data stored in the said infotype.

Here you fix the way in which you desire to display the report (dialog report, list, broken down, etc.).

Two types of log are offered:

• Dialog tree. After the execution a tree is shown with a list of personnel numbers processed successfully or rejected. Clicking on the personnel number you can see the detailed amounts resulting from the simulation and/or reading of results already generated.
• List. The results of the estimate are shown in a flat list with the option of breaking down per period or limiting to the total annual results. If you choose the option of including records of the infotype 90, a column for such purpose is added.

‘Payroll log’ parameter: Although the program RPIGA0E0 has its own protocol, this setting allows you to analyze the payroll protocol of the payrolls run in simulation.

‘Batch input request’: Maintenance of infotype 0062 is carried out through a batch-input session. In this field you activate generation of the batch input session.

‘Batch input session name’: If you press the F1 help on this field, you will obtain a detailed description.

In this box you can set whether the field in infotype 0062 must be maintained with the estimated amount or whether you must simply copy the amount of the record from the previous infotype 0062 to the adjustment. This modality can be useful in the case of the field ‘Alimony’ or ‘Compensatory payments since they are normally fixed amounts that it is difficult to extract from the payroll results.