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RPUE2ED0 - ELStAM: Check Tool to Check Notification Data

RPUE2ED0 - ELStAM: Check Tool to Check Notification Data

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Purpose

The report ELStAM Procedure:Check Tool to Check Notification Data (RPUE2ED0) is used to check notification data in the ELStAM procedure (ELStAM - electronic employment tax deduction features).

Integration

Prerequisites

Features

The report checks if the status of the employee (master data) and the relevant ELStAM notifications indicate an error in the notification process. The report lists any errors that have been detected. A comparison of the tax features delivered using ELStAM and the master data is still not part of the functionality.

You can determine the period for the check using the selection fields Start of Check Period and End of Check Period. By delimiting the infotype data records Measures (0000), Organizational Assignment (0001), and Tax Data D(0012), check intervals are formed within the check period. In the comparison check (COMP1), in addition to the infotype data records, the validity start of the tax features delivered using ELStAM are also considered when forming the check intervals.

Make sure to enter a meaningful text in both selection fields when selecting the check period (for example, bear in mind tax years that are already closed).

Depending on the check carried out, this is done once during the check period or in each check interval. To do so, a Key Date of Check is defined. Further details are given in the description of the relevant check.

Notes:

  • You can carry out a check of all data in the past if you leave the selection field Start of Check Period set to initial (empty). By default, the ELStAM Start of Procedure is used for the Start of Check Period (January 1, 2013).
  • You can use Business Add In (BAdI) ELStAM Checks (HRPAYDEST_E2_CHECKTOOL) to carry out your own individual checks.
  • Inexplicable error messages may be issued in test systems if database table P01E2_LISTMTL_ST is not copied over from the production system. In such cases, please check if the table was copied over or if the same error message is issued in the production system.

Check Registration (AN001)

Description of Check

For the following ELStAM-relevant employees, the system checks if the registration or change of registration was carried out without any errors:

  1. Employees with the Employment Status Active or Pensioner
,,Employees with the following characteristics in infotype Tax Data D do not have to be registered:

  1. Employees with the Employment Status Left orInactive and the following characteristics in infotype Tax Data D:

  • Special Processing ELStAM is maintained with Registration with Deregistration of Previous Record

  • Special Processing is maintained with Force (it is assumed that an error-free registration exists)

Key Date of Check

The end date of the check intervals available in the check period is used as the key date of the check.

Check Deregistration (AB001)

Description of Check

Es wird für folgende Mitarbeiter geprüft, ob eine fehlerfreie Abmeldung durchgeführt wurde:

  1. Employees with the Employment Status Left or Inactive
Employees that should still be registered despite leaving the company, according to Check Registration AN001, (see Check Registration AN001 Point 2.), must not be deregistered.
  1. Employees with the Employment Status Active orPensioner and for whom the Special Processing ELStAM is maintained with Does Not Participate in infotype Tax Data D.This constellation may occur if the employee was registered for the ELStAM procedure for an earlier period.

Key Date of Check

The end date of the check period is used as the key date of the check.

Check Tax Class 6 (STKL 6)

If an ELStAM-relevant employee does not meet the requirements for a tax class 1-5, the system checks if tax class6 has been entered for this employee in infotype Tax Data D.

Description of Check

The system checks if tax class 6 has been assigned to employees with the following constellations in infotype Tax Data D:

  • Employees who have left the company and are inactive (for exceptions for registered employees see Check Registration AN001 and Deregistration AB001)
  • The work relationship of the employee is registered as secondary employer.

Employees with the following characteristics in infotype Tax Data D do not have to be assigned to Tax Class 6:

  • Special Processing of ELStAM is maintained with Does Not Participate, Registration with Deregistration of Previous Record, or Manual Maintenance of Registered Employee, and one of the following reasons has been entered:
  • Residence Abroad (obsolete as of January 1, 2020)

  • Change Request for Exemption

  • Special Statement

  • Tax Card/Substitute Statement Not Available (Obsolete)

  • Customer Specification

  • Registered Partnership

  • Tax-Free Payment

  • ELStAM Block is maintained with Block on Registration and either no reason (initial) or one of the following reasons has been entered:
  • Death

  • Residence Abroad (obsolete as of January 1, 2020)

  • Special Statement

Key Date of Check

The end date of the check intervals available in the check period is used as the key date of the check.

Check Comparison Tax Data/ELStAM Notification Data (COMP1)

Description of Check

For ELStAM-relevant employees, the check compares the tax features delivered using ELStAM with the tax features in infotype Tax Data D.The Period of Grace is not supported in this check.

For employees for whom a reason is entered for the Special Processing listed under Check Tax Class 6 (STKL6) and for Lock in infotype Tax Data D, no error message is issued in the corresponding period if there are differences in the tax data and ELStAM notification data. The same applies for employees who have received information about a lock and for whom reason

  • Death
  • Residence Abroad (obsolete as of January 1, 2020)
  • Special Statement

has been specified.

The following tax features are compared:

  • Employment tax class according to section 38b EStG
  • Number of tax exemptions for children according to section 32 EiStG
  • Religion of Employee
  • Religion of Spouse
  • Factor in factor procedure according to annual tax law for 2009
  • Annual personal exemption amount according to section 39a EStG
  • Monthly personal exemption amount according to section 39a EStG
  • Annual additional amount according to section 39a EStG
  • Monthly additional amount according to section 39a EStG

Key Date of Check

The end date of the check intervals available in the check period is used as the key date of the check.

Selection

Special features of PNP

The field Employment Status is prefilled with the values 3 (active) and 2 (pensioner). This means that only those personnel numbers that once had or still have the Employment Status Active or Pensioner within the check period are selected.

Program Control

Time-Based Restrictions Group Box

  • Start of Check Period
The start date of two periods in the past starting with the current payroll period of the payroll area is automatically suggested.
  • End of Check Period
The day on which the report was executed is automatically suggested.
  • Period from Variant
Select the Period from Variant checkbox if the check period in the batch run from the report variant should be used.
  • Period of Grace
The Period of Grace specifies how many days of grace are granted until the notification status is checked. The field is prefilled with 10 days.

Group Box Check

  • Checks to Be Carried Out
The field is automatically filled with the Registration AN001, Deregistration AB001, Tax Class STKL6, and Comparison Tax Data D - Notification Data COMP1 checks to be carried out.

Database Update

Select the Database Update checkbox if you want to save the error messages as a task. You can then display and process them using report ELStAM: Administrator Task List (RPCE2LD0_TODO).

Standard Variants

Output

SAP List Viewer is used for the output.

Check Results

In table Check Results, the error messages issued for the selection settings entered are listed. The messages are sorted according to the personnel number and the key date of the check.

The following actions are possible:

  • Display of message long text
  • Display of ELStAM information about key date of check
  • Go directly to master data maintenance

You can modify the layout to suit your requirements in the table and save the layout for further use.

Checks Performed

In table Checks Performed, the checks performed for the selection settings entered are listed.

Infotype Tax Data/ELStAM Notification Data

In table Infotype Tax Data/ELStAM Notification Data, for each error message relating to a personnel number, the Tax Data D and ELStAM Notification Data for the relevant employer tax number that is valid on the Key Date of Check is displayed.

The following actions are possible:

  • Display of message long text
  • Display of differences in ELStAM data (as long as there is valid ELStAM data for the relevant employer tax number on the Key Date of Check and differences between the tax features delivered using ELStAM and the tax features in the corresponding infotype Tax Data D. If there is no corresponding ELStAM notification data, the field of the column is marked with a grey "X" icon.)
For ELStAM data of a deregistration or rejection due to an employee being locked, the employee’s and spouse’s church tax is set to the initial value. You can control the transfer of the religion using the Customizing of table/view V_T596M in subapplication LSTC. This is evaluated and taken into consideration in the display of the differences.

You can modify the layout to suit your requirements in the table and save the layout for further use.

Activities

Example

An employee joined the company on January 1 and is successfully registered for the ELStAM procedure as of this date. On June 30 of the same year, the employee leaves the company and is successfully deregistered from the ELStAM procedure. The tax class is set to 6 due to the deregistration on July 1. The tax class is then subsequently manually changed to 1.

The following infotype data records are available for this employee:

Actions (0000):,,,,

  • Hiring (Employment Status: 3 (active))
BEGDA: Jan. 01 yyyy,,
ENDDA: June 30 yyyy
  • Leaving (Employment Status: 0 (left))
BEGDA: July 01 yyyy
ENDDA: Dec. 31 9999

Organizational Assignment (0001):

BEGDA: July 01 yyyy
ENDDA: Dec. 31 9999

Tax Data D (0012):

  • Tax Class 1 (Change by ELStAM selected)
BEGDA: Jan. 01 yyyy,,
ENDDA: June 30 yyyy
  • Tax Class 1 (Change by ELStAM not selected)
BEGDA: July 01 yyyy,,
ENDDA: Dec. 31 9999

Start the ELStAM Check Tool with the Start of Check Period 01.05. and End of Check Period 31.07. of the relevant year. On the selection screen, 3 (active) has been entered for the Employment Status and Check Tax Class 6 (STKL6) has been entered as a check to be performed. As the employee has an active period during the check period, the report selects and checks this employee.

The check period is divided into the following check intervals using the infotype data records:

  1. 01.05.-30.06. with 30.06.yyyy as the Key Date of Check
  2. 01.07.-31.07. with 31.07.yyyy as the Key Date of Check

The STKL6 check will be performed on both June 30 and on July 31.

The employee is registered for the ELStAM procedure on June 30 and, therefore qualifies for tax class 1. No error message is issued on this Key Date of Check.

The employee is registered for the ELStAM procedure on June 31.07 and, therefore does not qualify for tax class 1. An error message appears in table Check Results on Key Date of Check 31.07.yyyy. In this case, 01.01.yyyy is entered as the Start Date of Active Period, and 30.06.yyyy as the End Date of Active Period.






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