The Federal Tax Institution (SAT) requires that employers provide the Certificate of Wages, Salaries, Travel Expenses, Assimilated Concepts, and Subsidy for Employment report (Format 37) to employees at the following times:
Within 30 days of an employee's separation from the employer (voluntary or involuntary)
Annually at end-of-year for all employees
Note: Some employers may opt to provide Format 37 reports to only those employees that earn 400,000 pesos a year or more. Employees that earn less than 400,000 pesos a year can obtain a Format 37 report by submitting a request in writing.
Oracle HRMS provides the ISR Tax Format 37 concurrent process to generate your Format 37 reports as a PDF file. ISR Tax Format 37 uses the XML Publisher functionality to convert the data archived by the Year End Archiver into the PDF output; therefore, you must have completed the archival process before running ISR Tax Format 37.
See: Year End Archiver
For year-end purposes, the Format 37 must include a legend at the bottom of the last page that specifies:
ISR Tax Folio Number
ISR Tax Reporting Date
Whether or not the Annual Tax Adjustment was performed for the individual Format 37
When you run the Format 37 report, you can choose between the default Format 37 layout or the layout with the year-end legend.
You can organize your Format 37 reports according to user-defined criteria or sort options. Oracle Payroll does not require that you use sort options to generate your Format 37 report, but they are the best way to customize the report to your specific needs. You can sort reports by any three of the following options:
Employee Name
Location
Organization
CURP
Example
The following is an example of how to use sort options to customize the Format 37 report.
To create a Format 37 report sorted by Organization, Location, and Employee Name:
Enter Organization into the Sort Option One field.
Enter Location into the Sort Option Two field.
Enter Employee Name into the Sort Option Three field.
Using the selected Sort Options, Oracle Payroll generates the report listing the Format 37 box totals for each employee alphabetically by location within each organization for the selected GRE.
Note: The sort options are nested. If you change Sort Option Two from Location to Employee Name, Sort Option Three automatically clears.
The following parameters exist for the Format 37 report:
| Parameter | Description |
|---|---|
| Reporting Year (Required) | Enter the four digit calendar year. |
| Legal Employer Archived by Year End Data Archiver (Required) | Select the Legal Employer. Only Legal Employers that you have archived using the Year End Archiver for the specified Reporting Year appear in the list. |
| Selection Criterion (Required) | Select the selection criteria
by which the target employee(s) are identified. Available criteria
are:
|
| Sort Options | Use the three fields for sort
options to support your report results. If you do not select any sort options, the report uses Employee Name as the default. |
| Folio Number | Employer's folio number. |
| Folio Date | Employer's folio date. |
| Template Name |
|