The estimation process takes into account data from four different sources, which are described below:

The schema shown on the selection screen MUST contain the calculation rule EIRE (or the customer’s equivalent rule) to generate period by period the wage types /1IA, /1IB, .../1IH, etc.

These wage types must be found in the RT table when calling the function EIGA0, since the latter will take the values generated month by month to calculate the estimation. The calculation rule passed as the first parameter to the function EIGA0 has no influence over the simulated results. These depend exclusively on the amounts found in the RT as a result of the calculation rule applied in the schema EIGA.

If no simulation date is entered, it is individually set for each employee taking the date of automatic retroactive accounting according to IT 0003. If this date is earlier than the start date of the financial year, the start date of the financial year is taken as the start date of the simulation. Thus it means that retroactive accounting changes that imply changes in annual taxable income are taken into account although the payroll results of the affected periods have not yet been saved. To use this option, the automatic retroactive accounting should be activated, removing the OPT-NRC line from the EIGA schema.

In each calculation period, the payroll results corresponding to the same period of the PREVIOUS year are imported. A check is carried out for each wage type of this result to ensure it is set in table T5E37 with the field PERGV flagged. Should the field PORCE of this table be filled with a percentage other than 0, the amount of the wage type in question is increased with this percentage. Then the wage types /1Ix are generated applying the rule EIRE (or whatever has been passed as parameter to the function EIGA0). The amounts obtained are added to the simulated amounts for the period currently being estimated without any kind of processing. If there is a need to process these amounts, it should be done within the cycle which is passed as parameter to the function EIGA0.

If the box on the selection screen is checked to include infotype 90, the records of this infotype with dates within the current financial year will be taken into account in the following way:

Payment keys L are not taken into account for the estimation.

The final result of the income estimation also includes the payroll results of the current financial year in accordance with the following convention:

/1I0 (Gross Received) and /4I0 (Deductions Made) are always read from the periods already settled prior to the adjustment start date (start date of the new record in infotype 0062).

/1IA, /1IB, .../1IH are read from the results already settled prior to the start date of the simulation which, in principle, can be prior to the adjustment start date.