Running a Tax Statement for Retirement Allowance

Prerequisites

You want to run a tax statement for your employees and the tax office.

Procedure

  1. Select Evaluation ® Retirement acct. ® YEA for retirement ® Tax statement.
  2. Specify the payroll accounting area or period and year in the Payroll period fields (payroll area/PP/YYYY). The system fills these fields with default values taken from the payroll control record. The payroll accounting area determines the time period, not personnel numbers. You can overwrite the default values.
  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. If necessary, change the default values in the field Edit indicator.
  7. If necessary, change the default values in the field Form indicator.
  8. If necessary, specify an event type or range of event types for hiring in the field Event type for hiring.
  9. Specify an tax office address subtype code where tax statements are to be submitted in the field Official (tax) address.
  10. Select Program ® Execute or alternatively Program ® Execute + print or alternatively Program ® Execute in background.

Result

The tax statement is executed.