Tax PT (Infotype 0331) (SAP Library

Tax PT (Infotype 0331)

Definition

Tax PT (infotype 0331) stores all the information needed for processing employees withholding tax, such as personal data and family situation, based on the regulations set by the Portuguese Tax Authorities. Infotype 0331 belongs to the chain of infotypes you maintain during the dynamic action of the hiring event.

Use

Some fields are mandatory and must be maintained directly in infotype 0331. Others do not need to be maintained here, as they provide default values which were maintained in other infotypes, for example, in Personal Data (infotype 0002).

Note Changing tax information during the month does not result in tax split; the systems takes into consideration the data provided in the last period of the month, when the change was made.

Structure

The information contained in this infotype is stored in six different group boxes:

Four of the group boxes must be maintained here:

Tax

Note Relevant tax data must be entered as they appear in the Tax Office.

Residence
Spouse
No. Dependents

The Marital Status group box shows the default value maintained in infotype 0002 and does not need to be maintained in infotype 0331.

The Self-Employed group box is activated only if the employee is self-employed (information maintained in Organizational Assignment (infotype 0001).

Integration

You can run the Payroll Accounting Portugal only after the Tax PT (infotype 0331) has been maintained and saved.

The core income category entered in Tax PT (infotype 0331) influences the selection of the social security regime in Social Security PT (infotype 0332). Therefore, infotype 0331 must be maintained before infotype 0332.

Note The employee’s core income category is no longer a criterion used to calculate the employee tax.

The feature PICAT allows the system to associate the employee’s core income category with the respective employee group.