Individual Income Declaration (Report RPCIIDP0)

This program generates a notification that is sent annually (in January) to every employee and contains information about the employee's earnings, contributions (Social Security and membership) and the tax amounts withheld per income category in a given year.

Prerequisites

Salary calculation has been performed and the resulting data is in the cluster table.

If the DIR15 constant is deactivated, all wage types regarding union contributions, relevant for the income declaration are maintained with evaluation class 12, value 29. If the DIR15 constant is activated, the values are calculated according to the DMR settings. For the header data of the program, the following table fields have been configured and filled in.

For the header data of the program, table fields Company name, Address, Postal code, Postal city and Fiscal number have been configured and filled in Customizing for Payroll under the following activities:

Payroll: Portugal Reporting and Statistics Entities and Properties Define entities
Payroll: Portugal Reporting and Statistics Entities and Properties Maintain properties for entities

To include the subcategories of the income category A in the declaration, set the necessary cumulation wage types in Customizing for Payroll under Start of the navigation path Payroll: Portugal Next navigation step Reporting and Statistics Income declaration Set wage types for monthly income declaration End of the navigation path .

To include the extraordinary solidarity contribution amounts in the declaration, set the necessary cumulation wage types in Customizing for Payroll under Start of the navigation path Payroll: Portugal Next navigation step Social Security Extraordinary solidarity contribution Set wage types relevant for CES End of the navigation path .

Note Note

For more information about which wage types are necessary and how the individual declaration processes those wage types, see Income Subcategories and CES in Individual Income Declaration.

End of the note.

Features

Selection

Enter the standard selection criteria, such as personnel numbers, company and time period.

You can define the declaration type. In case of reduction of values affected by the retroactive accounting, you can select the Substitution declaration option and inform the year in which the retroactive accounting was activated.

You can choose whether the program must be run with the old or new tax procedure. You can select if the program should include subcategory amounts of the income category A and extraordinary solidarity contribution amounts.

You can also enter the wage types used as reference so that the program calculates separately the pension and pre-retirement or survivor pension values.

Output

You can generate the report with the following output types:

Direct print: output identical to the one used by the versions prior to ECC 6.00
PDF using the Form output table framework function
Customized output through the costumer exit EXIT_RPCIIDP0_001

Activities

To access this report, on the SAP Easy Access screen choose Start of the navigation path Human Resources Next navigation step Payroll Europe Portugal Subsequent activities Annual Reporting Tax HR-PT: Individual Income Declaration End of the navigation path .