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RPCMIDP0 - Monthly income declaration
Fill RESBD Structure from EBP Component Structure TXBHW - Original Tax Base Amount in Local CurrencyThis documentation is copyright by SAP AG.
Purpose
This report generates a file in electronic format containing the monthly income declaration to send to the Tax And Customs Authority (AT) of Portugal.
The monthly income declaration provides the AT an income and withholding tax amount ratio regarding the dependent work (income category A) of employees resident in national territory. The declaration must be sent through the Internet and should be submitted until the 10th of the month following the reference month.
Integration
Prerequisites
To fill in the monthly income declaration fields corresponding to the finance service code, tax code and entities (declaration header and DMR-AT records), follow the steps below:
- In the customizing activity Set entities, specify a logical entity.
- In the customizing activity Maintain characteristics for entities, create a new entry with a logical entity specified in the previous step and an attribute in the Field name field. The following table shows a correspondence between the monthly income declaration fields and the attributes of the Field name field:
| Declaration field (record) | Attribute for Field name |
|---|---|
| Tax payer's reference number (Declaration header) | TAXNU |
| Finance Service Code (DMR-AT) | TOCOD |
| Tax number Legal Representative (DMR-AT) | NIFRL |
| Tax number Accountant (DMR-AT) | NFTOC |
| Mandatory contributions - Entity 1 (DMR-AT.3) | NIPC1 |
| Mandatory contributions - Entity 2 (DMR-AT.3) | NIPC2 |
| Mandatory contributions - Entity 3 (DMR-AT.3) | NIPC3 |
- Note
- With the setup above described, the declaration fields corresponding to entities show the NIPC (company's tax number) of all entities.
- If you want that the fields show the NIPC of only those entities in favor of which there were contributions, after running the steps above described, in customizing activity Set wage types for monthly income declaration (or in the view Assign wage types to cumulation wage types (V_T596I), find the wage type which is inserted in the cumulation wage types A00C, A02C or A00H. Thus, insert the same wage type in the cumulation wage types NIP1, NIP2 or NIP3 according to the related entity.
To fill in the monthly income declaration fields corresponding to the contribution, income, retention and quota arrangement amounts (record DMR-AT.3), perform the customizing activity Set wage types for monthly income declaration.
To change the monthly income declaration content generated by this report, perform the customizing activity BAdI: Monthly income declaration.
To generate substitution declarations, according to the described in Note 2015040, perform previously the customizing of the subapplication TMINthrough view V_T569D (SM30) and set the validity date (Val.from/Val.to).
Features
The payroll results of an employee may have value differences from previous periods (in the same year or in previous years) regarding personal income tax retentions, compulsory contributions and quota arrangements.
There are validations to handle the following cases:
- The values of income tax, Social Security and union contribution cannot be superior to the established legal limits.
- If the income is positive, the other values must also be positive or vice versa.
- In the declaration with reference to January there cannot be negatives.
When the option of generating substitution only for relevant months is selected, and some employee has a declaration that does not meet one of those validations, substitution declarations are generated. This aims to correct the situation and allow the sending of the employee declaration.
Selection
Insert the standard selection criteria. It is mandatory to fill in the payroll processing area and the period. It is recommended to fill in the personnel number and the employment status.
Set the company to be considered by the report.
Set the configuration for the current month declaration. The option 'First declaration of year' or 'Substitution declaration' is assigned to the current declaration.
Set the substitution declaration - Previous months. Select the option 'Generate declarations' to enable the generation of substitution declarations. Next set which substitution option you wish to generate:
- Only for relevant months: When this option is selected, the report generates substitution declarations only for the relevant months. The report checks the employees with amounts rejected by the AT validator in the current period, and locates the months that caused the situation. The substitution declarations are only generated for these months. The substitution declaration is generated by company. However, only the information of employees with negative amounts or amounts above the legal limit is updated in the declarations. This is the option set by omission.
- Every month from the limit: When this option is selected, the report generates substitution declarations for all months up to what was set in the 'Limit period' field.
Select what you want to show after the report run. The possible options allow to show the Technical log and Magnetic file - TemSe nodes, with more details below.
Standard Variants
Output
The report generates a log from which you can obtain the following information:
| Node | Description |
|---|---|
| Magnetic file - TemSe | Allows to show the generated file or download the file |
| into local hard disk. | |
| Magnetic file - ALV | Allows to show the information of the file generated in format |
| ALV. | |
| Technical log | Allows to show a detailed analysis of data of each employee. |
| Messages | Contains messages regarding the program execution |
| (General messages) or messages regarding the | |
| employees (Person specific messages). | |
| Employees with previous year declaration | Allows to show the employees with substitution declaration in years. |
| The income tax return must be sent to those employees. |
If you have selected the field Generate declarations in the block Substitution declaration - Previous months, the report displays a node for each generated month that includes the TemSe and ALV files, the messages and the technical log with the recalculated payroll results of the month at stake.
Activities
To access this report, in menu SAP Easy Access, select Personnel-> Payroll-> Europa -> Portugal -> Subsequent activities -> Other periods -> Analysis -> Tax -> Monthly income declaration.
Example
SUBST_MERGE_LIST - merge external lists to one complete list with #if... logic for R3up RFUMSV00 - Advance Return for Tax on Sales/Purchases
This documentation is copyright by SAP AG.
Length: 9811 Date: 20240601 Time: 103257 sap01-206 ( 132 ms )
