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

Prerequisites

The following procedure uses the example of an employee’s retirement on December 31, 1997.

Procedure

  1. Enter 1997/12/31 for the employee’s personnel number and choose Retirement.
  2. Display all infotypes set as default values for the event until Infotype 0145 Personnel Tax status information is displayed.
  3. Enter 1 Retirement for reason and 2 Collected at once for method of collection.
  4. Save the entries.
  5. Because 2 is the chosen method of collection, the amount of uncollected residence tax is calculated and the results are displayed in Infotype 0015 Additional payments, as follows:

    · Wagetype P452

    · An amount of money

    · Date of origin that follows the effective begin date.

  6. Save your entries.

Result

The amount of uncollected residence tax is stored as personnel tax status information and additional payment information.