Maintaining an Employee's Tax Status Information for YEA

Prerequisites

The personnel tax status data which affects the Year-End Adjustment is controlled by Infotype 0145 Personnel Tax Status. The amount of income tax calculated in the Year-End Adjustment is based on the data you enter here.

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 0145.
  4. Choose Create.
  5. In the begin date field, enter the date from which the personnel tax status information becomes valid.
  6. Enter the corresponding indicators in the tax table.
  7. 1: KOURAN

    2: OTSURAN

  8. Enter one of the following YEA indicators for the employee's status:
  9. – 1: Normal YEA

    The Year-End Adjustment for the selected employee is processed.

    – 2: Without YEA

    The Year-End Adjustment for the employee is not processed.

    If the disaster victim indicator and non-resident indicator are specified in the employee’s status, the YEA is not processed.

  10. Enter the appropriate indicators to the employee’s tax deduction information.
  11. For possible entries, refer to the table view Amount for Income Tax Deduction.

  12. When you choose Hiring, you do not have to enter Reason or Method of collections. For the explanation of entries into this field, refer to the outline of the official tax address and residence tax.
  13. Save the entries.

Result

The personnel tax status information for the employee is entered.

 

See also:

Adding an Employee’s Tax Status Information for YEA: An Example