This tab provides you with details on personal income taxes withheld from the earnings of employees of the selected department (or multiple departments) in the specific registration (pay) period.
This tab is available if the Payroll Taxes and Contributions Accounting functional option is selected on the Administration > Settings > Taxes form, and if the Payroll Taxes and Contributions Payer check box is selected in entity's master record on the Taxes tab of the Accounting > Master Data > Entities form.
The tab comprises the following two panes:
- Taxes: This (upper) pane contains a list of employees with the taxes to be withheld.
- Basic Accruals: This (lower) pane contains a list of base accruals used for calculation of the tax selected in the upper pane.
The "Payroll Calculation (create)" form. The Taxes tab
The Taxes pane
Click Fill on the tab toolbar to populate the list of taxes from the entity's master records: Accounting > Master Data > Entities.
Review the list and remove the lines not applicable to this employee. Click Add if you need to add a new object manually.
The selected check box in the column with a green pencil as heading indicates that the corresponding row has been edited or added manually and must not be included in automatic calculation.
The Employee/ Code column shows the employee name and the code assigned to this employee in the database.
The Department column shows the department of the employee. If you need to create documents on the per department basis, use the Settings button to move the Department attribute as a field to the Main tab.
The Contribution/ Contribution Calculation Method column shows the type of tax and the method to be used for its amount calculation.
Make sure the Entity is Payer check marks indicate the taxes that are paid at the entity's expense.
The Start Date / End Date column shows the dates that indicate the pay period or specific period within the pay period worked by the employee.
The Lower Income Limit/ Upper Income Limit column shows the limits within which the tax is applicable.
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The Rate column shows the percent of the base accruals for this tax type.
The Amount column shows the amount of this tax resulted from calculation based on the data provided by this document.
The DR GL Account/ Dr GL Account Dimensions shows the GL account to be used on the debit side and its dimension to be used for GL journal entries.
The Transaction Content column contains the default description of the transaction; you can edit it if needed.
The Taxes Pane toolbar buttons
Click the Calculate for the Selected Row button to calculate the tax for a row selected in the table.
Click Calculate to calculate the taxes for all the listed employees and corresponding tax types.
The Basic Accruals pane
The Accrual Type column is automatically populated with one of base accrual types from the employee's contract and contract changes.
The Start Date / End Date column shows the dates that indicate the pay period or specific period within the pay period worked by the employee.
The Accrual Amount column shows amount of earnings used for tax calculation.
The Amount (Doc Cur) column shows amount of earnings used for tax calculation in the document currency.