To run the Tax Code Update Process:This report enables you to update the tax details for employees who have not submitted their tax card for the current tax year. If employees do not submit their tax card by a specified date, you can update their tax details to reflect less favorable tax calculation criteria. The rules for these changes are defined by German tax regulations. You make these changes in a batch process.
You can run the report in two modes. The first mode identifies the employees who would be affected by the process and the second mode identifies the employees and updates their tax details. Both modes generate a report.
You run reports from the Submit Requests window.
To run the Tax Code Update Process:In the Name field, select Tax Batch Update.
Enter the Parameters field to open the Parameters window.
Enter the date from which the changes are applicable.
Select the people groups for whom you want to run the process. Choose one of the following options:
Select an organization hierarchy
Select a top organization
Select an assignment set
Note: If you do not make any entry in any of these fields, the report uses the business group and all subordinate organizations.
If you make an entry in both the Assignment Set and Organization fields, the process uses only the assignment set to generate the report.
You can only enter a top organization if you specify the Organizational Hierarchy.
Select the Report Action for the process. You can choose one of the following actions:
Report only - the process generates a list of potential changes
Update and report - the process updates the employees' tax records
Specify how the process should deal with the tax class. Specify whether the process should change the tax class to VI or leave the value unchanged.
Specify how the process should deal with the remaining tax data. For each of the following parameters, specify whether the process should reset the value to zero or leave the value unchanged.
Number of children
Tax-free income
Additional taxable income
Choose Submit.
To view the report, return to the Requests window and choose View Output.