Creating Residence Tax Payment Data


  1. Select Reporting ® Residence Tax ® Create payment files.
  2. Specify the employees for whom you want to create the residence tax payment data sets by making entries into the fields of the block Selection. You can also select all employees in a whole group of personnel areas / personnel subareas in one step by specifying the residence tax modifier of this group in the block Selection for Residence Tax Modifier.
  3. The group identified by the Residence Tax Modifier is defined in the IMG and represents a branch of your company to which a separate collector number was assigned by the local tax offices. Usually you will create the residence tax payment data in one step for the whole branch or even for several branches. Thus it is more convenient to use the Residence Tax Modifier for selecting employees.

    A separate data file will be created in the system for each branch as the residence tax payment service may be performed by different financial institutions requiring different data file formats for different branches.

  4. Specify the year and the month in which the tax was withheld form the employees’ pay and the deadline the tax has to be paid to the local tax offices in the corresponding fields Tax year / month and Payment Deadline if the dates suggested by the system are not sufficient.
  5. Select Program ® Execute.
  6. Result

    The list of processed branches (Residence Tax Modifiers) of your company is displayed on the output screen. For each branch of your company selected during the run, a data file was created in the TemSe (temporary sequential objects) database, if no indispensable data have been missing for that branch.

    The names of the data files created are listed as TemSe object names. The names will consist of the string HR_CRTXJ1_ and a 10-digit sequential number determined by the system.

    In case of missing data, instead of the TemSe object name an error message stating the kind of data missing for the corresponding branch is displayed.

  7. Starting from the output screen of the program you can check the results of the program run before copying the data files to a data medium in the step Copying Residence Tax Payment Data to a Data Medium. To check proceed as follows:
  1. Check whether the icon Error exists on the output screen. If so, click on the icon and check the list displayed. In the list you will see messages for employees for whom the system found peculiarities. Each entry is marked with an E for Error, a W for Warning or an I for Information depending on the importance of the message. Please refer to the text of each entry and check whether the data for this employee are correct or not (please refer to 7.)
  2. The data of employees listed here are included in the data that have been output to the TemSe database. If a whole branch of your company was rejected due to missing indispensable data, the employees of that branch will not be listed in this list as the data of these employees have not been output to the TemSe database.

  3. Check the data that have been written to the TemSe database during the program run by pushing the button List TemSe Contents. In the list that will be displayed you will see the amounts of tax and the number of employees for each category of residence tax per local tax office involved.
  4. Check the data of the employees that have been used in the program run by pushing the button List Details. In the list that will be displayed you will see the amounts of each category of residence tax per employee. The output is sorted according to the local tax office to which employees have to pay the tax.

Depending of the results of your checks described in 5., 6., and 7., you have to decide whether the program has to be reexecuted at least for a part of the employees selected in the first run. If so, please keep in mind that the system will create files with new object names in the TemSe database.

See also:

Copying Residence Tax Payment Data to a Data Medium