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RPUTXUK0 - Canada: Tax update utility for infotype 0462/0463

RPUTXUK0 - Canada: Tax update utility for infotype 0462/0463

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Purpose

This report provides a quick and easy method of performing mass updates of Infotype 0463 Federal Tax CA and Infotype 0462 Provincial Tax CA and Infotype 0464 Additional Tax Data CA.

You can use this report to update federal and/or provincial tax credits for all your employees or groups of selected employees. You can also use this report to update the Additional Tax information in Infotype 0464 for the new exempt code Provincial Parental Insurance Plan (PPIP).

The following tax update methods are available:

  • Federal
  • Basic personal amount

  • Indexing

  • Indexing and adding a constant amount to the indexed amount

  • Provincial
  • Basic personal amount

  • Indexing

  • Adding a flat constant amount

The report allows you to update both an employee's Federal and Provincial credits and deductions on Infotype 0463 and 0462 respectively; or just only those data specific to either Federal or Provincial changes.

Integration

Prerequisites

You have entered the correct Federal (TD1), Provincial/Territorial (TD1xx) and Quebec (TP-1015.3-V) basic personal exemption amounts in view V_T511K. The payroll constants are TX000for Federal personal exemption; TXPxx for Provincial/Territorial personal exemptions (where xx = 2-character provincial/territorial identifier. For example: TD1ON); and TXQC1for Quebec personal exemption.

If the indexing method is used, the correct Federal, Provincial/Territorial and Quebec indexing factors must be entered in view V_T511K. The payroll constants are IFFD0 for Federal indexing factor; and IFxx0 for Provincial/Territorial and Quebec indexing factors (where xx = 2-character provincial/territorial identifier. For example: IFON0 specifies the indexing factor for Ontario).

To access table view V_T511K, choose System -> Services -> Table maintenance -> Extended table maint.

Features

Selection

Standard Variants

Output

The program displays current credits on the Canadian Taxation infotype for each employee. Depending on your selected tax update method, the system proposes that a new Infotype 0462 and/or 0463 record be created. You can then perform a mass update for the selected employees via batch data input. To do so, choose Start BDC.

Activities

  1. In the Selection section, specify the employee population for which you want to run the report.
  2. In the Tax update selection section
    1. Specify the New IT0462 and/or IT0463's effective date.

      If a new Canadian Taxation infotype record is needed, this date will be used.
    2. Select indicator Read tax data prior to effective date if you want the system to read the records for Infotype 0463 and Infotype 0462 on a date, which is prior to the Effective Date. If you do not select this indicator, the system reads the latest records for the infotype.
  3. In the Federal section, specify a method for updating the Federal credit amounts.
    1. Mass update: Take new basic pers. tax credit (TC)
      This option updates Infotype 0463 when there is a basic tax exemption change. The system checks whether the amount specified in the constant TX000 has changed and triggers an update if necessary.
    2. Mass update: Indexed TC = Indexed TC * Indexing factor
      This option updates personal tax credit amounts (Form TD1) in Infotype 0463 by applying the indexing factor specified in the constant IFFD0. The amounts subject to indexing are total basic credit amounts excluding the non-indexing amount.
    3. Mass update: Indexed TC = Indexed TC * Indexing factor + Additional Amount
      This option updates personal tax credit amounts (Form TD1) in Infotype 0463 by applying the indexing factor specified in the constant IFFD0 and then adding the constant amount to the indexed amount. The amounts subject to indexing are total basic credit amounts excluding the non-indexing amount.
    4. No update: Keep existing personal tax credits
      This option keeps existing personal tax credit amounts (Form TD1) in Infotype 0463 without updating them.
  4. In the Provincial section, specify a method for updating the Provincial and Territorial credit amounts.
    1. Province/Territory
      This option specifies all provinces/territories will be considered in the tax update or groups of selected provinces/territories.
    2. Mass update: Take new basic pers. tax credit (TC)
      This option updates Infotype 0462 when there is a basic tax exemption change. The system checks whether the amount specified in the constant TXPxx (for a TONI province/territory) or TXQC1 (for Quebec) has changed and triggers an update if necessary.
    3. Mass update: Indexed TC = Indexed TC * Indexing factor
      This option updates provincial/territorial personal tax credit amounts (Form TD1xx) in Infotype 0462 by applying the indexing factor specified in the constant IFxx0 (for a TONI province/territory) or IFQC0 (for Quebec). The amounts subject to indexing are total basic credit amounts excluding the non-indexing amount.
    4. Mass update: Indexed TC = Indexed TC + Add. amount
      This options performs a mass update to the tax credit by adding a flat amount to the indexed basic personal tax credit.
    5. No update: Keep existing personal tax credits
      This option keeps existing personal tax credit amounts (Form TD1xx) in Infotype 0462 without updating them.
  5. In the Additional Tax Information section, specify the option for PPIP exempt code addition.
    1. Mass update: PPIP exempt code addition
      This option updates Infotype 0464 when PPIP exempt code has to be added for the province.
    2. No update: Keep existing tax information
      This option retains the existing additional tax information in Infotype 0464 without updating them.
  6. In the Additional options section, specify additional update options you would like to perform.
    1. No update of tax credits for claim 0
      Select this option if you do not want to update to the new tax credit amounts for those employees who have claim code 0 (no personal tax credit amounts claimed).
    2. Clear annual authorized letters of waiver
      Select this option if you want to reset the annual authorized federal and provincial credits and deductions.
    3. Update allowed before the latest payroll run
      Select this option if you want to perform an update to the Canadian Taxation Infotypes 0462 and/or 0463 in a period where payroll has already run. This will trigger a retrocalculation the next time payroll is run.
      If you do not select this option and try to update a period where payroll has already been run for some employees, these employees will be rejected from the update.
    4. Create BDC session in the background
      Select this option if you want to execute the tax update utility in the background. You must provide a name for the batch input session (SM35) to be created. You can later run transaction SM35 to perform the tax update to Infotype 0462 and/or 0463.
  7. Choose Execute.






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