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Procedure documentationUsage History for Exemption Applications Locate this document in the navigation structure

 

You use this program to track the usage of the tax-exempt amounts of a business partner.

Prerequisites

The revenue and tax data is saved in the withholding tax module CYT.

Procedure

Enter the selection parameters and execute the program (button top left, or F8).

Selection Parameters

Meaning/Effect

CYT ID

The CYT area for which you want the usage history created.

Taxpayer

You can specify the business partner number of the taxpayer for the selection of the data for one individual business partner.

External account number

The tax statements included in the tax statement are those for a certain account number.

Tax year

All tax statements of a certain tax year that exist in the system are included for the tax statement.

Maximum number of hits

The maximum number of records that are selected from the database. If more records exist, the function is terminated and you are informed accordingly.

Result

The result of the evaluation is the display of the development of the exemption amounts (usage history) for the respective taxpayer. The following data is recorded:

  • CYT ID

  • Taxpayer

  • Account holder

  • Account

  • Value date

  • Revenue

  • Taxable amount

  • Exemption amount before deduction of the taxable amount

  • Exemption amount after deduction of the taxable amount