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Dokumentation

RPLVADH0 - Monthly declaration v2 - Private declaration

ABAP Short Reference CL_GUI_FRONTEND_SERVICES - Frontend Services
This documentation is copyright by SAP AG.

According to the instructions issued by NAV for the monthly tax and contribution return starting from 04.2006, this documentation contains the user information needed for creating the following data supply forms for private persons:

0608M, 0608-03 - 0608-11,

06082M, 06082-03 - 06082-11,

06084M, 06184-03 - 06084-11,

0708M, 0708-04 - 0708-14,

0808M, 0808-04 - 0808-14,

0908M, 0908-04 - 0908-15,

1001M, 1008-04 - 1008-15,

1108M, 1108-04-1108-15,

1208M, 1208-04 - 1208-13,

1308M, 1308-04 - 1308-13,

1408m, 1408-04 - 1408-13,

1508M, 1508-04 - 1508-13,

1508INT_M, 1508INT_MP,

1608M, 1608-04 - 1608-13,

1608INT_M, 1608INT_MP,

1508M, 1708-04 - 1708-13,

1708INT_M, 1708INT_MP,

1508M, 1708-04 - 1708-13,

1708INT_M, 1708INT_MP,

1808M, 1808-04 - 1808-13,

1808INT_M, 1808INT_MP,

1908M, 1908-04 - 1908-13,

1908INT_M, 1908INT_MP,

2008M, 2008-04 - 2008-12,

2008INT_M, 2008INT_MP

2108M, 2108-04 - 2108-12,

2108INT_M, 2108INT_M-03

2208M, 2208-04 - 2208-12,

2208INT_M, 2208INT_M-03

The company summary sheets can be created using the RPLVAVH0 or the RPLVAVHE program.

The file required by NAV can be generated with the RPLVAXH0 program.

Accessing the program: Transaction SA38: RPLVADH0.

Menu path: Human Resources -> Payroll -> Hungary -> Subsequent activities -> Per payroll peridod -> Reports -> Monthly tax return V2. -> Monthly return -> Individual tax return

Regarding monthly tax and contribution returns, the program creates the following forms:

",,06081KM (Individual summary, 1st quarter),

",,06081K-03, 06081K-04, 06081K-05 (Tax data, 1st quarter),

",,06081K-06 - 06081K-11 (Contribution data, 1st quarter)

",,0608M (Individual summary, 01.04.2006-31.08.2006),

",,0608-03, 0608-04, 0608-05 (Tax data 01.04.2006-31.08.2006),

",,0608-06 - 0608-11 (Contribution data 01.04.2006-31.08.2006)

",,06082M (Individual summary, 01.09.2006-),

",,06082-03, 06082-04, 06082-05 (Tax data, 01.09.2006-),

",,06082-06 - 06082-11 (Contribution data 01.09.2006-),

",,06084M (Individual summary, year 2006),

",,06084-03, 06084-04, 06084-05 (Tax data, year 2006),

",,06084-06 - 06084-11 (Contribution data, year 2006),

",,0708M (Individual summary, 01.01.2007-),

",,0708-04, 0708-05, 0708-06 (Tax data, 01.01.2007-),

",,0708-07, 0708-14 (Tax data, year 2006),

",,0708-08 - 0708-13 (Contribution data, 01.01.2007-),

",,0808M (Individual summary, 01.01.2008-),

",,0808-04, 0808-05, 0808-06 (Tax data, 01.01.2008-),

",,0808-07, 0808-08 (Tax data, year 2007),

",,0808-09 - 0808-14 (Contribution data, 01.01.2008-),

",,0908M (Individual summary, 01.01.2009-)

",,0908-04, 0908-05, 0908-06 (Tax data 01.01.2009-)

",,0908-07, 0908-08 (% EHO, tax data, year 2008)

",,0908-09-0908-15 (Contribution data, 01.01.2009-)

",,1008M (Individual summary, 01.01.2010-)

",,1008-04, 1008-05, 1008-06 (Tax data 01.01.2010-)

",,1008-07, 1008-08 (% EHO, tax data, year 2009)

",,1008-09-1008-15 (Contribution data, 01.01.2010.-)

",,1108M (Individual summary, 01.01.2011-)

",,1108-04, 1108-05, 1108-06 (Tax data 01.01.2011-)

",,1108-07, 1108-08 (% EHO, tax data, year 2010)

",,1108-09-1108-15 (Contribution data, 01.01.2011.-)

",,1208M (Individual summary, 01.01.2012-),

",,1208-04, 1208-05 (Tax data, 01.01.2012-)

",,1208-06, 1208-07 (% EHO, tax data, year 2011)

",,1208-08-1208-15 (Contribution data, Soc. contrib. tax allowances 01.01.2012-)

",,1308M (Individual summary, 01.01.2013-),

",,1308-04, 1308-05 (Tax data, 01.01.2013-)

",,1308-06, 1308-07 (% EHO, tax data 2012)

",,1308-08-1308-13 (Contribution data, Soc. contrib. tax allowances 01.01.2013-)

",,1408M (Individual summary, 01.01.2014-),

",,1408-04, 1408-05 (Tax data, 01.01.2014-)

",,1408-06, 1408-07 (% EHO, tax data 2013)

",,1408-08-1408-13 (Contribution data, Soc. contrib. tax allowances, SI services 01.01.2014-)

",,1508M (Individual summary, 01.01.2015-),

",,1508-04,1508-05 (Tax data 01.01.2015-)

",,1508-06, 1508-07 (% EHO, tax data 2014)

",,1508-08-1508-13 (Contribution data, Soc. contrib. tax allowances, SI services 01.01.2015-)

",,1508INT_M, 1508INT_MP (Individual summary, 01.01.2015-),

",,1608M (Individual summary, 01.01.2016-),

",,1608-04, 1608-05 (Tax data, 01.01.2016-)

",,1608-04-01 (Dependents data, 01.01.2016-)

",,1608-06, 1608-07 (% EHO, tax data 2015)

",,1608-08-1608-13 (Contribution data, Soc. contrib. tax allowances, SI services 01.01.2016-)

",,1608INT_M, 1608INT_MP (Individual summary, 01.01.2016-)

",,1708M (Individual summary, 01.01.2017-),

",,1708-04, 1708-05 (Tax data, 01.01.2017-)

",,4/1/1708 (Dependents data, 01.01.2017-)

",,1708-06, 1708-07 (% EHO, tax data, 2016)

",,1708-08-1708-13 (Contribution data, Soc. contrib. tax allowances, SI services 01.01.2017-)

",,1708INT_M, 1708INT_MP (Individual summary, 01.01.2017-)

",,1808M (Individual summary, 01.01.2018-),

",,1808-04, 1808-06 (Tax data, 01.01.2018-)

",,1808-05 (Dependents data, 01.01.2018-)

",,1808-07 (% EHO, other data)

",,1808-08-1808-13 (Contribution data, Soc. contrib. tax allowances, SI services 01.01.2018-)

",,1808INT_M, 1808INT_MP (Individual summary, 01.01.2018-)

",,1908M (Individual summary, 01.01.2019-),

",,1908-04, 1908-06 (Tax data, 01.01.2019-)

",,1908-05 (Dependents data, 01.01.2019-)

",,1908-07 (Other data)

",,1908-08-1908-13 (Contribution data, Soc. contrib. tax allowances, SI services 01.01.2019-)

",,1908INT_M, 1908INT_MP (Individual summary, 01.01.2019-)

",,2008M (Individual summary, 01.01.2020-),

",,2008-04, 2008-05, 2008-07 (Tax and other data 01.01.2020-)

",,2008-06 (Dependents data, 01.01.2020-)

",,2008-08 - 2008-12 (Contribution data, Soc. contrib. tax allowances, SI services 01.01.2020-)

",,2008INT_M, 2008INT_MP (Individual summary, 01.01.2020-),

",,2108M (Individual summary, 01.01.2021-),

",,2108-04, 2108-05, 2108-07 (Tax and other data 01.01.2021-)

",,2108-06 (Dependents data, 01.01.2021-)

",,2108-08 - 2108-12 (Contribution data, Soc. contrib. tax allowances, SI services 01.01.2021-)

",,2108INT_M, 2108INT_M-03 (Individual summary 01.01.2021-)

",,2208M (Individual summary, 01.01.2022-),

",,2208-04, 2208-05, 2208-07 (Tax and other data 01.01.2022-)

",,2208-06 (Dependents data, 01.01.2022-)

",,2208-08 - 2208-12 (Contribution data, Soc. contrib. tax allowances, SI services 01.01.2022-)

",,2208INT_M, 2208INT_M-03 (Individual summary, 01.01.2022-),

can be used for forms generation. The program's objective is to prepare these lists for each employee in accordance with the specifications and parameterization options defined in the selection screen.

2.3,,Preconditions for running the program

Regarding employees in multiple relationships (with multiple personnel numbers), the employee's accounted payroll data will be cumulated on the tax data sheets, but on the contribution data sheets they will be listed on separate sheets by personnel number (by relationship).

Will be cumulated on tax data sheets

employees with the same tax number

employees linked with a reference personnel number.

The main personnel number has to be selected on infotype 163. The personal data of the employee (name, tax number, etc.) will be read from this personnel number.

If the main personnel number flag is set for several or for no personnel numbers, and their master data differ for the reference period, the program will include these personnel numbers on an error list and will not create a return for them.

In case of multiple relationships, a certain tax number will be processed if at least one personnel number of the employee is within the selection. However, in such cases, the program will process all personnel numbers connected to the tax number concerned.

Standard selection parameters

The report uses the standard selection screen, which needs to be started for a Payroll period.

For monthly declarers, the program cannot be started for a period prior to 03.2006.

The Company code parameter must always be specified within the standard selection parameters.

Out of the data posted in the relevant infotypes (name, tax number, etc.), the program uses the last valid data related to the given period.

Whether the employee belongs to the staff on the payroll or off the payroll will be decided on the basis of the employee group or employee subgroup entered in the Organizational Assignment (1) infotype and valid at the end of the data selection period or when leaving.

Report-specific selection parameters

The standard selection screen now has additional parameters for defining data related to the form to be generated and defining the actual program run:

Private person's tax number:Entering individual tax numbers(s) directly (optional)

Absence form (setting):,,The setting used in table T512E for the NYENYI will be used for determining the lost time codes and employment category codes of commission relationships (mandatory). In the sample company: HNY1

Start of merging in IT0041:In case of merging companies, the day of merger can be entered in IT0041. Entering the date type, the progam overrides the beginning of the relationship with the date stated in IT0041, if it is later than the beginning of the relationship (optional).

Release absences:The program will use the release type absences specified here as the basis for determining the insurance period other than the current period in all cases when defining a future period different than the current period. Also, this type of absences related to the employee will be considered when defining the months for which the employee is entitled to wages. (mandatory) (e.g. release from work, prepaid leave)

Simulation:,,If the program is run in simulation mode, the data of employees within the selection will not be stored, only displayed on the screen.

Productive:If the program is run in productive mode, the data of employees within the selection will be saved in cluster T5HV0.,,

Reading stored data: This option enables the display of data already created for a certain period (by a previous run), but no new return will be generated

Either of the three fields (Simulation / Productive / Reading stored data) is mandatory

Parallel production run prohibited:To avoid running the program parallel by more than one user, set this option for each run (in this case, the program can only be run if there is no productive run elsewhere).

Prepare form:If this option is selected, the filled forms will be displayed on the screen when the return is generated.

If it is not selected, only the error list but no data will be displayed on the screen.,,

Consider subsequent corrections:If correction records were made using the RPUHBMHX program, this option allows the program to be instructed - in the month of correction - to manage the corrected items. It should not be used in any other cases, because it slows down the program run.,,

(Optional, only for monthly returns, not used as of 2007)

Consider Q differences:Tax base differences stated in corrections declared in 2007 to 2006 (stored in Q records) to be transferred to 2007 and deducted from 2006 corrections

For details see: 2.7.5

Create Q only:Creating Q records in case of returns for 02.01.2007. Not used as of 2008 (Detailed description see 2.7.5)

PPF based on 0057 only:If this checkbox is selected, the program will only read private pension fund codes based on infotype 0057,,

Employee group off the payroll:The employee group or group range should be specified, which contains persons off the payroll (mandatory).

Employee subgroup off the payroll:If persons off the payroll are categorized into one or more employee subgroups within the employee group, the subgroup (or range) of off-payroll staff has to be specified here.,,

The program can be run - even in several runs - until the company summary has been created for the specific company in a productive run, and the bar code confirmed by APEH has been registered in table T5HV4. After this registration the program cannot be run any more times in productive mode for the same specific period of the company concerned. For annual declarers, the check is only performed for 12.2006.

2.5,,Generating the forms and saving into cluster T5HV0

The report displays the form valid in the specific period based on the month specified in Payroll period or on the corrected months, by employees.

If the program is run in productive mode, data will be saved in cluster T5HV0.

2.5.1,,Creating the 0608 return

2.5.1.1,,0608M, 0608-03 - 0608-05: Individual summary data and tax data until 08.2006

Form H68P contains the individual summary.

The cumulated tax data accounted for the personnel numbers of the employee are displayed according to forms H68Q, H68R, H68S (sheet no. 03-05).

The reason for non-deduction of tax advance and the declaration of the severance pay split, along with any special identification data of the employee can be specified on infotype 0163.

Data concerning cost reimbursement declarations can also be specified on infotype 0163. Based on the above, the following data will appear on the form:

Infotype 163, cost declaration from the 4th month,,Tax return 0608-03 sheet fields

Infotype 163, cost declaration from the 4th month,,62.a),,66.a),,69.a),,70.a)

Cost declaration made for non-independent work,,Empty,,2,,1,,-,,-

Cost declaration made for non-independent work,,X,,3,,3,,-,,-

Cost declaration made for independent work,,,,Empty,,-,,-,,1,,1

Cost declaration made for independent work,,,,X,,-,,-,,3,,3

2.5.1.2,,0608-06: Contribution data of the current month

The contribution data accounted on the personnel numbers of the employee are displayed according to form H68Y, one sheet for each personnel number.

If data regarding block VII. needs to be displayed on several records for the employee (e.g. more than one lost time case or more than one position within a month), these will be displayed on separate 06 sheets, each with a new sequence number, with no data concerning block VI.

The Period as insured shall be as follows: in the case of employed persons, the part of the active period within the current month; in the case of persons in a commission relationship (HNY1 setting in table T512E), the part of the current month for which the Pension contribution to be paid by employer field of infotype 0164 is not empty.

If the employee switches from full-time to part-time (or vice versa) mid-month, data of block VI. should not be split; the last active day of the month determines whether the employee is considered part-timer or full-timer.

Inactive insurance and without income data are determined according to the absence codes set in the NYENYI form.

Employment category is read from the employment category as specified on infotype 0164 connected to NYENYI.

Important! From 2006, employment category codes 97, 98 and 99 cannot be used any more because monthly returns have to be created for all employees.

The reason for non-deduction of contribution field will be defined automatically in cases where the amount of contribution deducted is 0. These values can be overwritten with the corresponding value posted on infotype 0164.

2.5.1.3,,0608-07: Contribution data for a period other than the current period

2.5.1.3.1,,Wage for release for a period other than the current period

The future data of the employee for a period other than the current period are displayed according to form H682 in the case if a release for several months was accounted for the employee in the current month. Sheet no. 07 will be created only if the employee has a /M31 wage type. The relationship period will be filled with the period lasting from the first day following the release absence in current month until the last day of the release absence, read from infotype 2001 as specified on the selection screen.

2.5.1.3.2,,Income liable to contributions posted to the current month after leave

If income liable to contribution has been accounted for an employee for the current month after she/he left the company, sheet no. 07 will be created using the last active month of the employee as the reference period.

Regarding other data of the sheet: see description of sheet 06.

Currently, there are no other cases which would generate a sheet no. 07.

2.5.1.4,,0608-08: Contribution data of employees with Start card

If an employee's SI table contains a period during which she/he was marked as START-card employee on infotype 0164, sheet no. 08 will be created for her/him according to form H683.

A sheet no. 06 according to form H68Y will also be created for them, with block VI. left empty.

2.5.1.5,,0608-09: Data concerning GYES, GYED and passive services

If the employee's personal calendar contains an entry referring to GYES, GYED or passive sick pay, a sheet no. 09 has to be created according to form H68Z.

In the case of passive sick pay, the employment category will automatically be reported with code 97.

2.5.1.6,,0608-10: Data concerning EKHO

If an employee's SI table contains a period during which she/he was marked as EKHO-payer on infotype 0164, sheet no. 10 will be created for her/him according to form H685.

A sheet no. 06 according to form H68Y will also be created for them, with block VI. left empty.

2.5.1.7,,0608-11: Data of long-term job seekers and data concerning EHO

A sheet no. 11 according to form H686 is created for the employee in all cases.

If an employee's SI table contains a period during which she/he was marked as long-term job seeker on infotype 0164, block XVII of sheet no. 11 has to be filled in as well.

2.5.2,,Creating the 06082 return

2.5.2.1,,06082M, 06082-03 - 06082-05: Individual summary data and tax data for 0-12 month of 2006

Form H69P contains the individual summary (cover).

The cumulated tax data accounted for the personnel numbers of the employee are displayed according to forms H69Q, H69R, H69S (sheet no. 03-05).

The reason for non-deduction of tax advance and the declaration of the severance pay split, along with any special identification data of the employee can be specified on infotype 0163.

Data concerning cost reimbursement declarations can also be specified on infotype 0163. Based on the above, the following data will appear on the form:

Infotype 163, cost declaration from the 4th month,,Tax return 0608-03 sheet fields

Infotype 163, cost declaration from the 4th month,,62.a),,66.a),,69.a),,70.a)

Cost declaration made for non-independent work,,Empty,,2,,1,,-,,-

Cost declaration made for non-independent work,,X,,3,,3,,-,,-

Cost declaration made for independent work,,Empty,,-,,-,,1,,1

Cost declaration made for independent work,,X,,-,,-,,3,,3

2.5.2.2,,06082-06-01: Contribution data of the current month

The contribution data accounted on the personnel numbers of the employee are displayed according to form H69Y, one sheet for each personnel number.

Employment category is read from the employment category as specified on infotype 0164 connected to NYENYI.

If the employee switches from full-time to part-time (or vice versa) mid-month, the sheet needs to be split and contribution data divided according to the proportion of time performed.

Important!From 2006, employment category codes 97, 98 and 99 cannot be used any more because monthly returns have to be created for all employees.

2.5.2.3,,06082-06-02: Data concerning relationship

Relationship data are displayed according to form H69X.

Inactive insurance and without income data are determined according to the absence codes set in the NYENYI form.

2.5.2.4,,06082-07-01 and 06082-07-02: Data for a period other than the current month

Payments and other data for a period other than the current period will be displayed according to forms H692 and H699. These sheets are only created in the following cases:

2.5.2.4.1,,Differences arising from retroactive accounting for previous periods

If retroactive accounting for previous periods generates positive differences, these can be reported on sheet no. 07. If any line of the sheet would feature a negative amount, a correction needs to be created for the retroactively accounted month.

2.5.2.4.2,,Wage for release for a period other than the current period

The future data of the employee for a period other than the current period are displayed according to form H692 in the case if a release for several months was accounted for the employee in the current month. Sheet no. 07 will be created only if the employee has a /M31 wage type. The relationship period will be filled with the period lasting from the first day following the release absence in current month until the last day of the release absence, read from infotype 2001 as specified on the selection screen. If the release extends over to the following year, the first sheet no. 07 will display the relationship as lasting until the last day of the year, and a new sheet no. 07 will be created for the period extending onto the following year.

2.5.2.4.3,,Income liable to contributions posted to the current month after leave

Regarding other data of the sheet: see description of sheet 06.

2.5.2.4.4,,Earnings liable to contribution posted with wage type /6 concerning the previous year

If earnings for the previous year are entered with wage type /6, a separate sheet no. 07 will be generated for these. In order to fill in the sheet, the system will also need the period for which the earnings were paid. This period needs to be specified on infotype 0441, subtype 0010.

2.5.2.5,,06082-08: Data concerning START-card employees and long-term job seekers

If an employee's SI table contains a period during which she/he was marked as START-card employee on infotype 0164, block X of form H693 has to be filled in. From 01.09.2006, liabilities concerning the allowance base appear on sheet no. 06-01. If the paid amount exceeds the upper limit of the allowance, a new sheet no. 06 will be created for the liabilities regarding the part above the limit.

If an employee's SI table contains a period during which she/he was marked as long-term job seeker on infotype 0164, block XI of form H693 has to be filled in. Liabilities concerning the allowance base appear on sheet no. 06-01. If the paid amount exceeds the upper limit of the allowance, a new sheet no. 06 will be created for the liabilities regarding the part above the limit.

2.5.2.6,,06082-09: Data concerning GYES, GYED and passive services

If the employee's personal calendar contains an entry referring to GYES, GYED or passive sick pay, a sheet no. 09 has to be created according to form H69Z.

In the case of passive sick pay, the employment category will automatically be reported with code 97.

2.5.2.7,,06082-10: Data concerning EKHO

If an employee's SI table contains a period during which she/he were marked as EKHO-payer on infotype 0164, sheet no. 10 will be created according to form H695 for her/his EKHO-liable earnings. A sheet no. 06 will be created about non-EKHO earnings in this case as well. EKHO-liable payments concerning the previous period will also be reported in the lower block of this sheet.

2.5.2.8,,06082-11: Data concerning EHO

Data concerning EHO are filled in according ot form H696. EHO concerning to payments for previous period is cumulated into sheet no. 11 of the current month.

2.5.3,,Creating the 06084 return

2.5.3.1,,06084M, 06084-03 - 06084-05: Individual summary data and tax data

Form H64P contains the individual summary.

The cumulated tax data accounted for the personnel numbers of the employee are displayed according to forms H64Q, H64R, H64S (sheet no. 03-05).

The reason for non-deduction of tax advance and the declaration of the severance pay split, along with any special identification data of the employee can be specified on infotype 0163.

Data concerning cost reimbursement declarations can also be specified on infotype 0163. Based on the above, the following data will appear on the form:

Infotype 163, cost declaration ,,Tax return 06084-03 sheet fields

Infotype 163, cost declaration ,,62.a),,66.a),,69.a),,70.a)

Cost declaration made for non-independent work,,Empty,,2,,1,,-,,-

Cost declaration made for non-independent work,,X,,3,,3,,-,,-

Cost declaration made for independent work,,Empty,,-,,-,,1,,1

Cost declaration made for independent work,,X,,-,,-,,3,,3

2.5.3.2,,06084-06-01: Data concerning contributions of the current period

The contribution data accounted on the personnel numbers of the employee are displayed according to form H64Y.

The Period as insured shall be as follows: in the case of employed persons, the active period; in the case of persons in a commission relationship (HNY1 setting in table T512E), the part of the current period for which the Pension contribution to be paid by employer field of infotype 0164 is not empty.

Employment category is read from the employment category as specified on infotype 0164 connected to NYENYI.

Important! From 2006, employment category codes 97, 98 and 99 cannot be used any more because returns have to be created for all employees.

The sheet needs to be created separately for each relationship, and split in the case of full-time/part-time changes.

2.5.3.3,,06084-06-02: Data supply for the current period

Relationship data are displayed according to form H64X.

Inactive insurance and without income data are determined according to the absence codes set in the NYENYI form.

2.5.3.4,,06084-07-01 and 06084-07-02: Data for a period other than the current period

Payments and other data concerning a period other than the current month will be displayed according to forms H647, H648 and H649. These sheets are only created in the following cases:

2.5.3.4.1,,Differences arising from retroactive accounting for the previous year

If retroactive accounting for the previous year generates positive differences, these can be reported on sheet no. 07. If any line of the sheet would feature a negative amount, a manual correction needs to be created for the retroactively accounted year.

2.5.3.4.2,,Wage for release for a period other than the current period

The future data of the employee for a period other than the current period are displayed according to form H647 in the case if a release reaching over to the next year was accounted for the employee in the current period. Sheet no. 07 will be created only if the employee has a /M31 wage type. The relationship period will be filled with the period lasting from the first day after the current period until the last day of the release absence, read from infotype 2001 as specified on the selection screen.

2.5.3.4.3,,Earnings liable to contribution posted with wage type /6 concerning the previous year

2.5.3.5,,06084-08: Contribution data of employees with Start card

If the employee's SI table contains a period during which she/he was marked as START-card employee on infotype 0164, sheet no. 08 will be created for her/him according to form H643.

If the paid amount exceeds the upper limit of the allowance, a new sheet no. 06-01 will be created for the liabilities regarding the part above the limit.

2.5.3.6,,06084-09: Data concerning GYES, GYED and passive services

If the employee's personal calendar contains an entry referring to GYES, GYED or passive sick pay, a sheet no. 09 has to be created according to form H64Z.

In the case of passive sick pay, the employment category will automatically be reported with code 97.

2.5.3.7,,06084-10: Data concerning EKHO

If an employee's SI table contains a period during which she/he was marked as EKHO-payer on infotype 0164, sheet no. 10 will be created for her/him according to form H645. A sheet no. 06-01 according to form H64Y will also be created for them.

2.5.3.8,,06084-11: Data of long-term job seekers and data concerning EHO

A sheet no. 11 according to form H646 is created for the employee in all cases.

If an employee's SI table contains a period during which she/he was marked as long-term job seeker on infotype 0164, block XVI of sheet no. 11 has to be filled in as well.

2.5.4,,Creating the 0708 return

2.5.4.1,,0708M, 0708-04 - 0708-06: Individual summary data and tax data from 01.2007

Form H78P contains the individual summary (cover).

The cumulated tax data accounted for the personnel numbers of the employee are displayed according to forms H78Q, H78R, H78S (sheet no. 04-06).

The reason for non-deduction of tax advance and the declaration of the severance pay split, along with any special identification data of the employee can be specified on infotype 0163.

Data concerning cost reimbursement declarations can also be specified on infotype 0163.

2.5.4.2,,0708-07: Tax data for 31.12.2006

These data can be displayed using form H78T. No sample company settings are available for the form, it should be filled with customer-specific wage types if it is required.

2.5.4.3,,0708-08-01: Contribution data of the current month

The contribution data accounted on the personnel numbers of the employee are displayed according to form H78Y, one sheet for each personnel number.

Employment category is read from the employment category as specified on infotype 0164 connected to NYENYI.

If the employee switches from full-time to part-time (or vice versa) mid-month, the sheet needs to be split and contribution data divided according to the proportion of time performed.

If the employee becomes a pensioner mid-month, the sheet has to be split.

Important! From 2006, employment category codes 97, 98 and 99 cannot be used any more because monthly returns have to be created for all employees.

2.5.4.4,,8/2/0708: Data concerning relationship

Relationship data are displayed according to form H78X.

Inactive insurance and without income data are determined according to the absence codes set in the NYENYI form.

2.5.4.5,,0708-09-01, 0708-09-02 and 0708-09-03: Data for a period other than the current month

Payments and other data for a period different than the current month will be displayed according to forms H782, H788 and H789. These sheets are only created in the following cases:

2.5.4.5.1,,Differences arising from retroactive accounting for previous periods

If retroactive accounting for previous periods generates positive differences, these can be reported on sheet no. 09. If any line of the sheet would feature a negative amount, a correction needs to be created for the retroactively accounted month.

2.5.4.5.2,,Wage for release for a period other than the current period

The future data of the employee for a period other than the current period are displayed according to forms H782 and H788 in the case if a release for several months was accounted for the employee in the current month. Sheet no. 09 will be created only if the employee has a /M31 wage type. The relationship period will be filled with the period lasting from the first day following the release absence in current month until the last day of the release absence, read from infotype 2001 as specified on the selection screen. If the release extends over to the following year, the first sheet no. 09 will display the relationship as lasting until the last day of the year, and a new sheet no. 09 will be created for the period extending onto the following year.

2.5.4.5.3,,Income liable to contributions posted to the current month after leave

If earnings liable to contribution have been accounted for the employee for the current month after she/he left the company, sheet no. 09 will be created using the last active month of the employee as the reference period.

Regarding other data of the sheet: see description of sheet 08.

2.5.4.5.4,,Earnings liable to contribution posted with wage type /6 concerning the previous year

If earnings for the previous year are entered with wage type /6, a separate sheet no. 09 will be generated for these, provided all correction wage types posted are positive. In order to fill in the sheet, the system will also need the period for which the earnings were paid. This period needs to be specified in infotype 0441, subtype 10, with a Data posting date and a Validity date both within the month of return.

If any of the correction wage types is negative, no sheet no. 09 will be created. A correction return will be created for the months affected by corrections, based on the correction data posted on infotype 0441 in monthly breakdown. The correction return will be created to the same depth - even if normally no correction would have been generated for the months concerned - as the depth of the data found by the tax return on infotype 0441, subtype 0010.

If the reason for posting contribution wage types (/620, /622, /623) concerning the previous year is simply the employee migrating to a private pension fund, it is possible to create corrections for negative contributions regarding the affected months, and to generate a sheet no. 09 for positive contributions. If this solution is used, the AP9K constant has to be changed to a value other than 0.

2.5.4.6,,10/1/0708: Data concerning START-card

If an employee's SI table contains a period during which she/he was marked as START-card employee on infotype 0164, form H783 will be created. Liabilities concerning the allowance base appear on sheet no. 08-01. If the paid amount exceeds the upper limit of the allowance, a new sheet no. 08 will be created for the liabilities regarding the part above the limit.

2.5.4.7,,10/2/0708: Data concerning long-term job seekers

If an employee's SI table contains a period during which she/he was marked as long-term job seeker on infotype 0164, form H784 will be created. Liabilities concerning the allowance base appear on sheet no. 08-01. If the paid amount exceeds the upper limit of the allowance, a new sheet no. 08 will be created for the liabilities regarding the part above the limit.

2.5.4.8,,0708-11: Data concerning GYES, GYED and passive services

If the employee's personal calendar contains an entry referring to GYES, GYED or passive sick pay, a sheet no. 11 has to be created according to form H78Z.

In the case of passive sick pay, the employment category will automatically be reported with code 97.

2.5.4.9,,0708-12-01 and 0708-12-02: Data concerning EKHO

If an employee's SI table contains a period during which she/he was marked as EKHO-payer on infotype 0164, sheet no. 12 will be created according to form H785 or form H787 for her/his EKHO-liable earnings. A sheet no. 08 will be created about non-EKHO earnings in this case as well.

2.5.4.10,,0708-13: Data concerning EHO

Data concerning EHO are filled in according ot form H786. EHO concerning to payments for previous period is cumulated into sheet no. 13 of the current month.

2.5.4.11,,0708-14: Data concerning tax final settlement

Starting from the 5th month of 2007, the program creates a sheet no. 14 according to form H78V. This contains values posted in payroll accounting which originate from the annual tax settlement. Blocks XXIV and XXV contain data only for month 05. Block XXVI contains the amount still payable and the amount of contributions deducted in the current month, for each month, and in the last month of the tax arrears withdrawal (stored in the AP2E constant) the system will also fill the fields for the amount not deductible and the arrears to be deducted by the tax authority.

2.5.5,,Creating the 0808 return

2.5.5.1,,0808M, 0808-04 - 0808-06: Individual summary data and tax data from 01.2008

Form H88P contains the individual summary (cover).

The cumulated tax data accounted for the personnel numbers of the employee are displayed according to forms H88Q, H88R, H88S (sheet no. 04-06).

The reason for non-deduction of tax advance, along with any special identification data of the employee and data concerning cost reimbursement declarations can also be recorded on infotype 0163.

2.5.5.2,,8708-07: Percentual EHO and tax data for 31.12.2007

These data can be displayed using form H88T.

No sample company settings are available regarding data for 31.12.2007, it should be filled with customer-specific wage types if it is required.

2.5.5.3,,0808-08: Data concerning tax final settlement

Currently, no such sheet is created yet.

2.5.5.4,,0808-09: Data concerning relationship

Relationship data are displayed according to form H88X.

Inactive insurance and without income data are determined according to the absence codes set in the NYENYI form.

2.5.5.5,,0808-10: Contribution data

The contribution data accounted on the personnel numbers of the employee are displayed according to form H88Y, one sheet for each personnel number.

Employment category is read from the employment category as specified on infotype 0164 connected to NYENYI.

If the employee switches from full-time to part-time (or vice versa) mid-month, the sheet needs to be split and contribution data divided according to the proportion of time performed.

If the employee becomes a pensioner mid-month, the sheet has to be split.

The sheet also needs to be split whenever a START-card employee changes years during the month.

Important! From 2006, employment category codes 97, 98 and 99 cannot be used any more because monthly returns have to be created for all employees.

The reason for non-deduction of contribution field will be defined automatically in cases where the amount of contribution deducted is not equal to the amount of the contribution calculated from the contribution base. These values can be overwritten with the corresponding value posted on infotype 0164.

2.5.5.5.1,,Differences arising from retroactive accounting for previous periods

If retroactive accounting for previous periods generates positive differences, these can be reported on a separate no. 10 sheet. If any line of the sheet would feature a negative amount, a correction needs to be created for the retroactively accounted month.

2.5.5.5.2,,Wage for release for a period other than the current period

Several no. 10 sheets will be created if a release concerning several months was accounted for the employee in the current month (if the employee has a /M31 wage type). For this purpose, the program will read release absences from the 2001 infotype as specified on the selection screen. The first no. 10 sheet will feature the data of the current month, while the second no. 10 sheet will be filled with the period lasting from the first day following the current month to the last day of the release absence. If the release extends over to the following year, a new sheet no. 10 will be created for the period extending onto the following year.

2.5.5.5.3,,Income liable to contributions posted to the current month after leave

If earnings liable to contribution have been accounted for the employee for the current month after she/he left the company, sheet no. 10 will be created using the last active month of the employee as the reference period.

2.5.5.5.4,,Earnings liable to contribution posted with wage type /6 concerning the previous year

If earnings for the previous year are entered with wage type /6, a separate sheet no. 10 will be generated for these, provided all correction wage types posted are positive. In order to fill in the sheet, the system will also need the period for which the earnings were paid. This period needs to be specified in infotype 0441, subtype 10, with a Data posting date and a Validity date both within the month of return.

If any of the correction wage types is negative, no sheet no. 10 will be created. A correction return will be created for the months affected by corrections, based on the correction data posted on infotype 0441 in monthly breakdown. The correction return will be created to the same depth - even if normally no correction would have been generated for the months concerned - as the depth of the data found by the tax return on infotype 0441, subtype 0010.

If the reason for posting contribution wage types (/620, /622, /623) concerning the previous year is simply the employee migrating to a private pension fund, it is possible to create corrections for negative contributions regarding the affected months, and to generate a sheet no. 10 for positive contributions. If this solution is used, the AP9K constant has to be changed to a value other than 0.

2.5.5.6,,0808-11: Data concerning GYES, GYED and passive services

If the employee's personal calendar contains an entry referring to GYES, GYED or passive sick pay, a sheet no. 11 has to be created according to form H88Z.

In the case of passive sick pay, the employment category will automatically be reported with code 97.

2.5.5.7,,0808-12: Data concerning EKHO

If an employee's SI table contains a period during which she/he was marked as EKHO-payer on infotype 0164, sheet no. 12 will be created according to form H885 for her/his EKHO-liable earnings. A sheet no. 10 will be created about non-EKHO earnings in this case as well.

2.5.5.8,,0808-13: Data concerning START card employees and long-term job seekers

If an employee's SI table contains a period during which she/he was marked as START-card employee on infotype 0164, form H883 will be created. Liabilities concerning the allowance base appear on sheet no. 10. Unlike in the previously discussed cases, if the paid amount exceeds the upper limit of the allowance, there will be no new no. 10 sheet created for the liabilities regarding the part above the limit.

If an employee's SI table contains a period during which she/he was marked as long-term job seeker on infotype 0164, form H883 will be created. Liabilities concerning the allowance base appear on sheet no. 10. Unlike in the previously discussed cases, if the paid amount exceeds the upper limit of the allowance, there will be no new no. 10 sheet created for the liabilities regarding the part above the limit. As from 2008, sheets concerning long-term job seekers may only be created for the previous year.

2.5.5.9,,0808-14: Data concerning temporary personnel

No sample company settings are available for this case, it should be filled with customer-specific wage types if it is required.

2.5.6,,Creating the 0908 return for months 01.-06.2009

0908M, 0908-04 - 0908-06: Individual summary data and tax data from 01.2009

Form H98P contains the individual summary (cover).

The cumulated tax data accounted for the personnel numbers of the employee are displayed according to forms H98Q, H98R, H98S (sheet no. 04-06).

The reason for non-deduction of tax advance, along with any special identification data of the employee and data concerning cost reimbursement declarations can also be recorded on infotype 0163.

0908-07: Percentual EHO and tax data for 31.12.2008

These data can be displayed using form H98T.

No sample company settings are available regarding data for 31.12.2008, it should be filled with customer-specific wage types if it is required.

0908-08: Data concerning tax final settlement

This sheet is displayed according to form H98V. The sheet will be populated with data if the employer performs the annual tax return for the employee concerned, and posts any arrears/overpayments originating therefrom for payroll accounting on the technical wage types specified.

0908-09: Data concerning relationship

Relationship data are displayed according to form H98X.

Inactive insurance and without income data are determined according to the absence codes set in the NYENYI form.

0908-10: Contribution data

The contribution data accounted on the personnel numbers of the employee are displayed according to form H98Y, one sheet for each personnel number.

Employment category is read from the employment category as specified on infotype 0164 connected to NYENYI.

If the employee switches from full-time to part-time (or vice versa) mid-month, the sheet needs to be split and contribution data divided according to the proportion of time performed.

If the employee becomes a pensioner mid-month, the sheet has to be split.

The sheet also needs to be split whenever a START-card employee changes years during the month.

Important! From 2006, employment category codes 97, 98 and 99 cannot be used any more because monthly returns have to be created for all employees.

The first character of the employment category field refers to a pensioner relationship, this needs to be filled in according to the value in the Pension type field posted in infotype 0164. Since 2009, it is a significant factor whether the pensioner has already passed her/his pension age limit, therefore it is important to always maintain this field in infotype 164 according to the filling instructions of the monthly tax return.

Differences arising from retroactive accounting for previous periods

Wage for release for a period other than the current period

Income liable to contributions posted to the current month after leave

Earnings liable to contribution posted with wage type /6 concerning the previous year

If the reason for posting contribution wage types (/620, /622, /623) concerning the previous year is simply the employee migrating to a private pension fund, it is possible to create corrections for negative contributions regarding the affected months, and to generate a sheet no. 10 for positive contributions. If this solution is used, the AP9K constant has to be changed to a value other than 0.

0908-11: Service data

If the employee's personal calendar contains an entry referring to GYED or passive sick pay, a sheet no. 11 has to be created according to form H98Z.

In the case of passive services, the lower block needs to be filled in, and the employment category will automatically be reported with code 97.

0908-12: Data concerning EKHO

If an employee's SI table contains a period during which she/he was marked as EKHO-payer on infotype 0164, sheet no. 12 will be created according to form H985 for her/his EKHO-liable earnings. A sheet no. 10 will be created about non-EKHO earnings in this case as well.

0908-13-01: Data concerning START and START PLUSZ cards

If an employee's SI table contains a period during which she/he was marked as START or START PLUSZ-card employee on infotype 0164, form H983 will be created. Liabilities concerning the allowance base appear on sheet no. 10.

0908-13-02: Data of START EXTRA card employees and persons in public employment

If an employee's SI table contains a period during which she/he was marked as START EXTRA-card employee on infotype 0164, form H982 will be created. Liabilities concerning the allowance base appear on sheet no. 10.

The block about public employment does not include any preset data currently.

0908-14: Data of job seekers

If an employee's SI table contains a period during which she/he was marked as long-term job seeker on infotype 0164, form H984 will be created. Liabilities concerning the allowance base appear on sheet no. 10. Starting from 2009, it is again possible to create a sheet related to long-term job seekers.

0908-14: Data concerning temporary personnel

No sample company settings are available for this case, it should be filled with customer-specific wage types if it is required.

2.5.7,,Creating the 09808 return for 07.-12.2009

0908M, 0908-04 - 0908-06: Individual summary data and tax data from 01.2009

Form H98P contains the individual summary (cover).

The cumulated tax data accounted for the personnel numbers of the employee are displayed according to forms H98Q, H98R, H98S (sheet no. 04-06).

The reason for non-deduction of tax advance, along with any special identification data of the employee and data concerning cost reimbursement declarations can also be recorded on infotype 0163.

8708-07: Percentual EHO and tax data for 31.12.2008

These data can be displayed using form H98T.

No sample company settings are available regarding data for 31.12.2008, it should be filled with customer-specific wage types if it is required.

0908-08: Data concerning tax final settlement

0908-09: Data concerning relationship

Relationship data are displayed according to form H98X.

Inactive insurance and without income data are determined according to the absence codes set in the NYENYI form.

0908-10-01, 0908-10-02: Contribution data

Starting from 07.2009, the contribution data accounted on the personnel numbers of the employee are displayed according to forms H9BY and H9CY, one sheet for each personnel number.

Employment category is read from the employment category as specified on infotype 0164 connected to NYENYI.

If the employee switches from full-time to part-time (or vice versa) mid-month, the sheet needs to be split and contribution data divided according to the proportion of time performed.

If the employee becomes a pensioner mid-month, the sheet has to be split.

The sheet also needs to be split whenever a START-card employee changes years during the month.

Important! From 2006, employment category codes 97, 98 and 99 cannot be used any more because monthly returns have to be created for all employees.

Differences arising from retroactive accounting for previous periods

From 07.2009, retroactive accounting performed for previous months is featured in payroll accounting as retroactive accounting at year boundary, and the contribution difference of retroactively accounted months is defined as a total sum, in the current month. Therefore, one combined sheet 10-01 and 10-02 will be created for retroactively accounted months.

Wage for release for a period other than the current period

Income liable to contributions posted to the current month after leave

Earnings liable to contribution posted with wage type /6 concerning the previous year

If the reason for posting contribution wage types (/620, /622, /623) concerning the previous year is simply the employee migrating to a private pension fund, it is possible to create corrections for negative contributions regarding the affected months, and to generate a sheet no. 10 for positive contributions. If this solution is used, the AP9K constant has to be changed to a value other than 0.

0908-11-01: Service data

If the employee's personal calendar contains an entry referring to GYED or passive sick pay, a sheet no. 11 has to be created according to form H98Z.

In the case of passive services, the lower block needs to be filled in, and the employment category will automatically be reported with code 97.

0908-12: Data concerning EKHO

0908-13-01: Data concerning START and START PLUSZ cards from 07.2009

0908-13-04: Data of START EXTRA card employees and persons in public employment from 07.2009

The block about public employment does not include any preset data currently.

0908-14-01: Data of job seekers from 07.2009

0908-14: Data concerning temporary personnel

No sample company settings are available for this case, it should be filled with customer-specific wage types if it is required.

2.5.8,,Creating the 1008 return

1008M, 1008-04 - 1008-06: Individual summary data and tax data

Form H08P contains the individual summary (cover).

Specifying foreign employees is a new field: If a person is not considered a resident of the country according to the Act on Personal Income Tax, this should be marked by checking the "Non-resident" field of infotype 0163, so the information can be displayed on the cover

The cumulated tax data accounted for the personnel numbers of the employee are displayed according to forms H08Q, H08R, H08S (sheet no. 04-06).

The reason for non-deduction of tax advance, along with any special identification data of the employee and data concerning cost reimbursement declarations can also be recorded on infotype 0163.

1008-07: Percentual EHO and tax data for 31.12.2009

These data can be displayed using form H08T.

No sample company settings are available regarding data for 31.12.2009, it should be filled with customer-specific wage types if it is required.

1008-08: Data concerning tax final settlement

This sheet is displayed according to form H08V. The sheet will be populated with data if the employer performs the annual tax return for the employee concerned, and posts any arrears/overpayments originating therefrom for payroll accounting on the technical wage types specified.

1008-09: Data concerning relationship

Relationship data are displayed according to form H08X.

Changes in the filling of the fields of employment category:

Since 2010, certain relationships have to be reported using a new employment category code (according to the APEH information of 22.01.2010)

As of 2010, the relationship sequence number cannot be the same even if the insured has entered into a relationship on different days but with the same employment category code (in the previous year, the relationship only needed to be marked with a new sequence number if somebody entered into a new relationship with the same employment category on the same day). Inactive insurance and without income data are determined according to the absence codes set in the NYENYI form.

New field on the sheet: non full-time employees who are employed in a working time reduced due to a working time reorganization measure - for a min. of 20 hours weekly on average - and entitle the employer to a job preservation subsidy have to be displayed in a separate line. This can be marked on infotype 0176, in case of part-time employment, in the field for job preservation subsidy. Starting from transport V4F2D5, sheet no. 09 has to be displayed also for employees in a commission relationship in all cases where it is not empty (it includes FEOR/working time). For private pension fund members, this sheet has always been displayed.

1008-10-01, 1008-10-02: Contribution data

The contribution data accounted on the personnel numbers of the employee are displayed on two sheets in the return, according to forms H0BY and H0CY, one sheet for each personnel number.

Employment category is read from the employment category as specified on infotype 0164 connected to NYENYI.

If the employee switches from full-time to part-time (or vice versa) mid-month, the sheet needs to be split and contribution data divided according to the proportion of time performed.

If the employee becomes a pensioner mid-month, the sheet has to be split.

The sheet also needs to be split whenever a START-card employee changes years during the month.

Important! From 2006, employment category codes 97, 98 and 99 cannot be used any more because monthly returns have to be created for all employees.

Differences arising from retroactive accounting for previous periods

Wage for release for a period other than the current period

Income liable to contributions posted to the current month after leave

Earnings liable to contribution posted with wage type /6 concerning the previous year

If the reason for posting contribution wage types (/620, /622, /623) concerning the previous year is simply the employee migrating to a private pension fund, it is possible to create corrections for negative contributions regarding the affected months, and to generate a sheet no. 10 for positive contributions. If this solution is used, the AP9K constant has to be changed to a value other than 0.

11/1/1008: Service data

If the employee's personal calendar contains an entry referring to GYED or passive service, a sheet no. 11 has to be created according to form H08Z.

In the case of passive services, the employment category will automatically be reported with code 97. Contrary to previous returns, GYED and passive GYED have to be reported together. Only the field for passive sick pay needs to be filled in the lower block.

Starting from 2010, active and passive GYED services have to be reported in one block.

1008-12: Data concerning EKHO

If an employee's SI table contains a period during which she/he was marked as EKHO-payer on infotype 0164, sheet no. 12 will be created according to form H085 for her/his EKHO-liable earnings. A sheet no. 10 will be created about non-EKHO earnings in this case as well.

1008-13-01: Data concerning START-card

If an employee's SI table contains a period during which she/he was marked as START, START PLUSZ or START EXTRA-card employee on infotype 0164, form H083 will be created. Liabilities concerning the allowance base appear on sheet no. 10. The code of the card type has to be displayed in the header.

1008-14-01: Data of persons involved in public employment or job seeker

If an employee's SI table contains a period during which she/he was marked as long-term job seeker or working in public employment on infotype 0164, form H084 will be created. Liabilities not affected by the allowance are displayed on sheet no. 10.

1008-14: Data concerning temporary personnel

No sample company settings are available for this case, it should be filled with customer-specific wage types if it is required.

2.5.9,,Creating the 1108 return

1108M, 1108-04 - 1108-06: Individual summary data and tax data

Form H18P contains the individual summary (cover).

The summary of the sheet created in the form is not included in form 1108 anymore.

The cumulated tax data accounted for the personnel numbers of the employee are displayed according to forms H18Q, H18R, H18S (sheet no. 04-06).

Some lines were moved to a different sheet, while severance pay and cost reimbursements related to field service or abroad expatriation are not displayed in separate lines anymore.

The reason for non-deduction of tax advance, along with any special identification data of the employee and data concerning cost reimbursement declarations can also be recorded on infotype 0163.

1108-07: Percentual EHO and tax data for 31.12.2010

These data can be displayed using form H18T.

The employer's percental EHO data do not include the % EHO amount calculated for the 98% solidarity tax (appearing on sheet 05) and the EHO to be paid after certain non off-wage benefits (this needs to be entered manually in line 12 of the company summary).

No sample company settings are available regarding data for 31.12.2010, it should be filled with customer-specific wage types if it is required.

1108-08: Data concerning tax final settlement

This sheet is displayed according to form H18V. The sheet will be populated with data if the employer performs the annual tax return for the employee concerned, and posts any arrears/overpayments originating therefrom for payroll accounting on the technical wage types specified.

1108-09: Data concerning relationship

Relationship data are displayed according to form H18X.

1108-10-01, 1108-10-02: Contribution data

The contribution data accounted on the personnel numbers of the employee are displayed on two sheets in the return, according to forms H0BY and H0CY, one sheet for each personnel number.

Employment category is read from the employment category as specified on infotype 0164 connected to NYENYI.

If the employee switches from full-time to part-time (or vice versa) mid-month, the sheet needs to be split and contribution data divided according to the proportion of time performed.

If the employee becomes a pensioner mid-month, the sheet has to be split.

The sheet also needs to be split whenever a START-card employee changes years during the month.

Important! From 2006, employment category codes 97, 98 and 99 cannot be used any more because monthly returns have to be created for all employees.

Differences arising from retroactive accounting for previous periods

Wage for release for a period other than the current period

Income liable to contributions posted to the current month after leave

Earnings liable to contribution posted with wage type /6 concerning the previous year

If the reason for posting contribution wage types (/620, /622, /623) concerning the previous year is simply the employee migrating to a private pension fund, it is possible to create corrections for negative contributions regarding the affected months, and to generate a sheet no. 10 for positive contributions. If this solution is used, the AP9K constant has to be changed to a value other than 0.

1108-11-01: Service data

If the employee's personal calendar contains an entry referring to GYED or passive service, a sheet no. 11 has to be created according to form H18Z.

Starting from 2010, active and passive GYED services have to be reported in one block.

1108-12: Data concerning EKHO

If an employee's SI table contains a period during which she/he was marked as EKHO-payer on infotype 0164, sheet no. 12 will be created according to form H185 for her/his EKHO-liable earnings. A sheet no. 10 will be created about non-EKHO earnings in this case as well.

1108-13-01: Data concerning START card and support for part-time employment

If an employee's SI table contains a period during which she/he was marked as START, START PLUSZ or START EXTRA card employee or as involved in preferential part-time employment on infotype 0164, form H183 will be created. Liabilities concerning the allowance base appear on sheet no. 10. The code of the START card type has to be displayed in the header.

1108-14-01: Data of persons involved in public employment or job seeker

If an employee's SI table contains a period during which she/he was marked as long-term job seeker or working in public employment on infotype 0164, form H184 will be created. Liabilities not affected by the allowance are displayed on sheet no. 10.

1108-15: Data concerning simplified employment

If an employee's SI table contains a period during which she/he was marked as person in simplified employment (employment category 60 + simplified employment category filled in) on infotype 0164, form H187 will be created. The program reads the days (period) of employment from infotype 0164, therefore infotype 164 has to be split to employed and non-employed periods.

2.5.10,,Creating the 1208 return

1208M, 1208-04 - 1208-05: Individual summary data and tax data

Form H28P contains the individual summary (cover).

The cumulated tax data accounted for the personnel numbers of the employee (sheet no. 04-05) and the non-preferential part of the social contribution tax are displayed according to forms H28Q, H28R.

The reason for non-deduction of tax advance, along with any special identification data of the employee and data concerning cost reimbursement declarations can also be recorded on infotype 0163.

New fields appearing on the cover:

Applied for tax assessment by the employer by statement:

- it is filled based on the Self-assessment field of the last infotype 0163 of the previous year, similar to the annual tax return. If for some reason this delivers an incorrect result, the field value can also be posted on infotype 307, subtype 2 (/4EY)

Obtains:

- some of the new pension services have to be featured separately. The system reads the code from infotype 0164, based on the Pension type from 2012 to be posted onto it.

1208-06: Percentual EHO and tax data for 31.12.2011

These data can be displayed using form H28T.

No sample company settings are available regarding data for 31.12.2011, it should be filled with customer-specific wage types if it is required.

1208-07: Data concerning tax final settlement

This sheet is displayed according to form H28V. The sheet will be populated with data if the employer performs the annual tax return for the employee concerned, and posts any arrears/overpayments originating therefrom for payroll accounting on the technical wage types specified.

1208-08: Data concerning relationship

Relationship data are displayed according to form H28X.

1208-09: Data of contributions and services

The contribution and service data accounted on the personnel numbers of the employee are displayed in the return according to form H2BY, one sheet for each personnel number.

Employment category is read from the employment category as specified on infotype 0164 connected to NYENYI.

If the employee switches from full-time to part-time (or vice versa) mid-month, the sheet needs to be split and contribution data divided according to the proportion of time performed.

If the employee becomes a pensioner mid-month, the sheet has to be split.

If the employee's personal calendar contains an entry referring to GYED or passive service, a separate sheet no. 09 has to be created for the person concerned.

Important! From 2006, employment category codes 97, 98 and 99 cannot be used any more because monthly returns have to be created for all employees.

The first and second character of the employment category field refers to a pensioner relationship, this needs to be filled in according to the value in the Pension type 2012 field posted on infotype 0164.

Differences arising from retroactive accounting for previous periods

If retroactive accounting for previous periods generates positive differences, these can be reported on a separate no. 09 sheet. If any line of the sheet would feature a negative amount, a correction needs to be created for the retroactively accounted month.

Wage for release for a period other than the current period

Several no. 09 sheets will be created if a release concerning several months was accounted for the employee in the current month (if the employee has a /M31 wage type). For this purpose, the program will read release absences from the 2001 infotype as specified on the selection screen. The first no. 09 sheet will feature the data of the current month, while the second no. 09 sheet will be filled with the period lasting from the first day following the current month to the last day of the release absence. If the release extends over to the following year, a new sheet no. 09 will be created for the period extending onto the following year.

Income liable to contributions posted to the current month after leave

Earnings liable to contribution posted with wage type /6 concerning the previous year

1208-10: Data concerning EKHO

If an employee's SI table contains a period during which she/he was marked as EKHO-payer on infotype 0164, sheet no. 10 will be created according to form H285 for her/his EKHO-liable earnings. A sheet no. 09 will be created about non-EKHO earnings in this case as well.

1208-11: Data concerning the START program, the Career Bridge program and the benefit for maintaining net value of wages

If an employee's SI table contains a period during which she/he was marked as START-card employee or as a participant of the Career Bridge program, or as the subject of the tax benefit for maintaining the net value of wages on infotype 0164, form H283 will be created. The type of the benefit has to be displayed in the header separately.

1208-12: Data of part-time employee, person involved in public employment, job-seeker or rehabilitation card holder

If an employee's SI table contains a period during which she/he was marked as long-term job seeker or working in public employment, etc. on infotype 0164, form H284 will be created.

1208-13: Data concerning simplified employment

If an employee's SI table contains a period during which she/he was marked as person in simplified employment (employment category 60 + simplified employment category filled in) on infotype 0164, form H287 will be created. The program reads the days (period) of employment from infotype 0164, therefore infotype 164 has to be split to employed and non-employed periods.

2.5.11,,Creating the 1308 return

1308M, 1308-04 - 1308-05: Individual summary data and tax data

Form H38P contains the individual summary (cover).

The cumulated tax data accounted for the personnel numbers of the employee (sheets no. 04-05) and the non-preferential part of the social contribution tax are displayed according to forms H38Q, H38R.

The reason for non-deduction of tax advance, along with any special identification data of the employee and data concerning cost reimbursement declarations can also be recorded on infotype 0163.

New fields appearing on the cover:

State according to foreign private person

- If the Not domestic resident field is selected in infotype 0163, the field used for entering the state of residence is displayed (after pressing Enter). The country code entered there will be stated on the cover.

Obtains: - similar to 2012, some of the pension services have to be separately emphasized. The system reads the code from infotype 0164, based on the Pension type from 2012 to be posted onto it.

1308-06: Percentual EHO and tax data for 31.12.2012

These data can be displayed using form H38T.

No sample company settings are available regarding data for 31.12.2012, it should be filled with customer-specific wage types if it is required.

In 2013, new rows are included in the block Other data. If the employer has paid tax-exempt life insurance fee related to the employee, the amount of the fee paid in the current month and the insurance company data have to be supplied here. Insurance company data has to be entered in subtype BIZT of the infotype 3266 for the employee concerned. In the background table available for the subtype, you can record the data of insurance companies linked to several employees.

1308-07: Data concerning tax final settlement

This sheet is displayed according to form H38V. The sheet will be populated with data if the employer performs the annual tax return for the employee concerned, and posts any arrears/overpayments originating therefrom for payroll accounting on the technical wage types specified.

1308-08: Data concerning relationship

Relationship data are displayed according to form H38X.

1308-09: Data of contributions and services

The contribution and service data accounted on the personnel numbers of the employee are displayed in the return according to form H3BY, one sheet for each personnel number.

Employment category is read from the employment category as specified on infotype 0164 connected to NYENYI.

If the employee switches from full-time to part-time (or vice versa) mid-month, the sheet needs to be split and contribution data divided according to the proportion of time performed.

If the employee becomes a pensioner mid-month, the sheet has to be split.

If the employee's personal calendar contains an entry referring to GYED or passive service, a separate sheet no. 09 has to be created for the person concerned.

The first and second characters of the employment category field refer to a pensioner relationship, this needs to be filled in according to the value in the Pension type 2012 field posted on infotype 0164 based on the rules of the filling instructions of 1308.

Differences arising from retroactive accounting for previous periods

Wage for release for a period other than the current period

Income liable to contributions posted to the current month after leave

Earnings liable to contribution posted with wage type /6 concerning the previous year

1308-10: Data concerning EKHO

If an employee's SI table contains a period during which she/he were marked as EKHO-payer on infotype 0164, sheet no. 10 will be created according to form H385 for her/his EKHO-liable earnings. A sheet no. 09 will be created about non-EKHO earnings in this case as well.

1308-11: Data concerning the START program, the Career Bridge program and the benefit for maintaining net value of wages

If an employee's SI table contains a period during which she/he was marked as START-card employee or as a participant of the Career Bridge program, or as the subject of the tax benefit for maintaining the net value of wages on infotype 0164, form H383 will be created. The type of the benefit has to be displayed in the header separately.

1308-12: Other allowances obtainable from the social contribution tax

If the employee's SI table contains a period, when on IT0164 one of the tax allowances introduced in 2013 are selected (Job not requiring professional training, Under age 25/above age 55, E/e under age 25, max. 180 days employment, Job seeker, Employed after GYED, GYES, GYET, Employed in free business zone, Employed as researcher), then form H384 is created.

1308-13: Data concerning simplified employment

If an employee's SI table contains a period during which she/he was marked as person in simplified employment (employment category 60 + simplified employment category filled in) on infotype 0164, form H387 will be created. The program reads the days (period) of employment from infotype 0164, therefore infotype 164 has to be split to employed and non-employed periods.

2.5.12,,Creating the 1408 return

1408M, 1408-04 - 1408-05: Individual summary data and tax data

Form H48P contains the individual summary (cover).

The cumulated tax data accounted for the personnel numbers of the employee (sheets no. 04-05) as well as the non-preferential part of the social contribution tax are displayed according to forms H48Q, H48R.

The reason for non-deduction of tax advance, along with any special identification data of the employee and data concerning cost reimbursement declarations can also be recorded on infotype 0163.

State according to foreign private person

If the Not domestic resident field is selected in infotype 0163, the field used for entering the state of residence is displayed (after pressing Enter). The country code entered there will be stated on the cover.

1408-06: Percentual EHO and tax data for 31.12.2013

These data can be displayed using form H48S.

The employer's percentual EHO data do not include the % EHO amount calculated for the 98% solidarity tax (appearing on sheet 05) and the EHO to be paid after certain non off-wage benefits (this needs to be entered manually in line 12 of the company summary).

No sample company settings are available regarding data for 31.12.2013, it should be filled with customer-specific wage types if it is required.

If the employer has paid tax-exempt life insurance fee related to the employee, the amount of the fee paid in the current month and the insurance company data have to be supplied in block Other data. Insurance company data has to be entered in subtype BIZT of the infotype 3266 for the employee concerned. In the background table available for the subtype, you can record the data of insurance companies linked to several employees.

1408-07: Data concerning tax final settlement

This sheet is displayed according to form H48V. The sheet will be populated with data if the employer performs the annual tax return for the employee concerned, and posts any arrears/overpayments originating therefrom for payroll accounting on the technical wage types specified.

1408-08: Data concerning relationship

Relationship data are displayed according to form H48X.

1408-09: Contribution data

The contribution data accounted on the personnel numbers of the employee are displayed in the return according to form H4BY, one sheet for each personnel number.

Employment category is read from the employment category as specified on infotype 0164 connected to NYENYI.

If the employee switches from full-time to part-time (or vice versa) mid-month, the sheet needs to be split and contribution data divided according to the proportion of time performed.

If the employee becomes a pensioner mid-month, the sheet has to be split.

If the employee's personal calendar contains an entry referring to GYED or passive service, a separate sheet no. 09 has to be created for the person concerned.

Differences arising from retroactive accounting for previous periods

Wage for release for a period other than the current period

Several no. 09 sheets will be created if a release concerning several months was accounted for the employee in the current month. For this purpose, the program will read release absences from the 2001 infotype as specified on the selection screen. The first no. 09 sheet will feature the data of the current month, while the second no. 09 sheet will be filled with the period lasting from the first day following the current month to the last day of the release absence. If the release extends over to the following year, a new sheet no. 09 will be created for the period extending onto the following year.

Income liable to contributions posted to the current month after leave

Earnings liable to contribution posted with wage type /6 concerning the previous year

1408-09-01: Data concerning services - new sheet in 2014

If the employee's personal calendar contains an entry referring to GYES, GYED or passive service, a sheet no. 09 has to be created according to form H48Z.

1408-10: Data concerning EKHO

If an employee's SI table contains a period during which she/he were marked as EKHO-payer on infotype 0164, sheet no. 10 will be created according to form H485 for her/his EKHO-liable earnings. A sheet no. 09 will be created about non-EKHO earnings in this case as well.

1408-11: Data concerning the START program, the Career Bridge program and the benefit for maintaining net value of wages

If an employee's SI table contains a period during which she/he was marked as START-card employee or as a participant of the Career Bridge program, or as the subject of the tax benefit for maintaining the net value of wages on infotype 0164, form H483 will be created. The type of the benefit has to be displayed in the header separately.

In 2014, the allowance to maintain the net amount of the Career Bridge and Wage programs can only be stated on previous year's sheet.

1408-12: Other allowances obtainable from the social contribution tax

1408-13: Data concerning simplified employment

If an employee's SI table contains a period during which she/he was marked as person in simplified employment (employment category 60 + simplified employment category filled in) on infotype 0164, form H487 will be created. The program reads the days (period) of employment from infotype 0164, therefore infotype 164 has to be split to employed and non-employed periods.

2.5.13,,Creating the 1508 return

1508M, 1508-04 - 1508-05: Individual summary data and tax data

Form H58P contains the individual summary (cover).

The reason for non-deduction of tax advance, along with any special identification data of the employee and data concerning cost reimbursement declarations can also be recorded on infotype 0163.

State according to foreign private person

1508-06: Other data, percentual EHO and tax data for 31.12.2014

These data can be displayed using form H58S.

No sample company settings are available regarding data for 31.12.2014, it should be filled with customer-specific wage types if it is required.

1508-07: Data concerning tax final settlement

This sheet is displayed according to form H58V. The sheet will be populated with data if the employer performs the annual tax return for the employee concerned, and posts any arrears/overpayments originating therefrom for payroll accounting on the technical wage types specified.

1508-08: Data concerning relationship

Relationship data are displayed according to form H58X.

1508-09: Contribution data

The contribution data accounted on the personnel numbers of the employee are displayed in the return according to form H5BY, one sheet for each personnel number.

In case of data resulting from module for payments in other relationships, insurance periods are filled in with data from tabel T5H83.

Employment category is read from the employment category as specified on infotype 0164 connected to NYENYI.

If the employee switches from full-time to part-time (or vice versa) mid-month, the sheet needs to be split and contribution data divided according to the proportion of time performed.

If the employee becomes a pensioner mid-month, the sheet has to be split.

If the employee's personal calendar contains an entry referring to GYED or passive service, a separate sheet no. 09 has to be created for the person concerned.

Differences arising from retroactive accounting for previous periods:

Wage for release for a period other than the current period:

Income liable to contributions posted to the current month after leave:

Earnings liable to contribution posted with wage type /6 concerning the previous year:

9/1/1508: Service data

If the employee's personal calendar contains an entry referring to GYES, GYED or passive service, a sheet no. 09 has to be created according to form H58Z.

1508-10: Data concerning EKHO

If an employee's SI table contains a period during which she/he were marked as EKHO-payer on infotype 0164, sheet no. 10 will be created according to form H585 for her/his EKHO-liable earnings. A sheet no. 09 will be created about non-EKHO earnings in this case as well.

1508-11: Data concerning the START program, the Career Bridge program and the benefit for maintaining net value of wages

If an employee's SI table contains a period during which she/he was marked as START-card employee or as a participant of the Career Bridge program, or as the subject of the tax benefit for maintaining the net value of wages on infotype 0164, form H583 will be created. The type of the benefit has to be displayed in the header separately.

In 2015, the data regarding allowances can only be displayed on a sheet of the previous year.

1508-12: Other allowances obtainable from the social contribution tax

1508-13: Data concerning simplified employment

If an employee's SI table contains a period during which she/he was marked as person in simplified employment (employment category 60 + simplified employment category filled in) on infotype 0164, form H587 will be created. The program reads the days (period) of employment from infotype 0164, therefore infotype 164 has to be split to employed and non-employed periods.

2.5.14,,Creating the 1508INT return

1508INT_M: individual summary

Form H5IM contains the cover sheet as well as tax and contribution summary by individuals.

Additional sheets 1508INT_MP appear as in form H5IP if payment is made not for the current month.

2.5.15,,Creating the 1608 return

1608M: individual summary

Form HA8P contains the individual summary (cover).

State according to foreign private person

The employer decided for tax determination by her/his employer within her/his declaration: the field is filled based on the Self-assessment field of the last infotype 0163 of the previous year, similar to the annual tax return (Y/N). If for some reason this delivers an incorrect result, the field value can also be posted on infotype 307, subtype 2 (/4EY).

1608-04 - 1608-05: tax data

The reason for non-deduction of tax advance, along with any special identification data of the employee and data concerning cost reimbursement declarations can also be recorded on infotype 0163.

From 2016, information about allowance for first marriage has to be reported on sheet 04.

1608-04-01: Family contribution allowance data

From 2016, a new sheet 04-01 is included in the return to report about family contribution allowance data and dependant's data listed on the tax declaration. The sheet contains data according to form HA8T.

The program reads the object IDs of spouse / domestic partner and dependants from table ADO of payroll. Based on this, the child data will be read from table HU_GYER of payroll, or spouse / domestic partner data from the appropriate subtype of infotype 0021 (table T5H4E, code type A1).

1608-06: Other data, Percentual EHO

These data can be displayed using form HA8S.

1608-07: Data concerning tax final settlement and tax data for 31.12.2015

This sheet is displayed according to form HA8V. The sheet will be populated with data if the employer performs the annual tax return for the employee concerned, and posts any arrears/overpayments originating therefrom for payroll accounting on the technical wage types specified.

No sample company settings are available regarding data for 31.12.2015, it should be filled with customer-specific wage types if it is required.

1608-08: Data concerning relationship

Relationship data are displayed according to form HA8X.

1608-09: Contribution data

The contribution data accounted on the personnel numbers of the employee are displayed in the return according to form HABY, one sheet for each personnel number.