Creating Tax Statement for Y.E.A. on Printed Forms

Procedure

  1. Select Reporting ® Year-end adj. ® Tax statement ® Print statements.
  2. Specify the payroll accounting area in the field Payroll area of the block Payroll period. The system fills this field with the default value taken from the payroll control record and determines the current payroll period of the payroll area, not the personnel numbers in the payroll area. You can overwrite the default value and select another payroll period in the field Other period.
  3. Specify an individual personnel number or range of personnel numbers in the field Personnel number.
  4. Specify an individual payroll area or range of payroll areas in the field Payroll accounting area.
  5. If you use both the Personnel number and the Payroll accounting area fields, only the employees that match the values in both fields are selected.

  6. Mark Employee with normal Y.E.A. in the block Employee selection if your intention is to create tax statements for all employees after the Y.E.A. processing at the end of the year. Doing so, tax statements will be created for all employees for whom Y.E.A. was processed successfully including employees who retire within the specified payroll period (usually December).
  7. If you intend to print tax statements for retiring employees only, mark Employee with termination. Doing so, tax statements will be created for employees retiring before or within the payroll period specified, if the Y.E.A. accounting was processed successfully in this period.

  8. Select Pay slip or Withholding tax statement in the block Output selection depending on whether you want to submit the printed forms to the local tax office or to the income tax office, respectively. For ease of submission to the local tax offices the printed forms will additionally be sorted by the municipal city code in the first case.
  9. As tax statements in most cases have to be submitted to both, the local tax offices as well as the income tax office, it is convenient to run the report twice with different selection in the block output selection.

    The other selection fields in the block Output selection are only relevant for creating tax statements on a data file (please see Creating tax statements for Y.E.A on a data file).

  10. If necessary, specify an event type or range of event types for hiring in the field Event type for hiring.
  11. Select Program ® Execute or alternatively Program ® Execute + print or alternatively Program ® Execute in background.

Result

The tax statement is executed.