Maintaining an Employee's YEA Information

Prerequisites

Year-End Adjustment information is controlled by Infotype 0146 Y.E.A. Data. The amount of income tax calculated in the Year-End Adjustment is based on the data you enter here. The infotype also holds data relevant for the income tax statement for the employee.

Procedure

  1. Choose Human Resources ® Personnel management ® Administration ® HR Master Data ® Maintain.
  2. Enter the employee’s personnel number.
  3. In the infotype field, enter Infotype 0146.
  4. Choose Create.
  5. Enter the begin and end dates for the validity of the Year-End Adjustment information in the fields for effective begin date and end date.
  6. The default values are January 1 and December 31.

  7. Enter the following, based on information supplied by the employee:
  8. – Insurance fee

    – Spouse’s income

    – Amount of deductions for house acquisition and so on, which are necessary for Year-End Adjustment.

    In case you specify a tax credit for a newly acquired or rebuilt house or mansion, also enter the official starting date of living in the new house or mansion as this information will be transferred to the income tax statement.

  9. Save the entries.

Result

The Year-End Adjustment information for the employee is created.

See also:

Adding an Employee’s YEA Information: An Example