Generate an e-File report that includes detailed donation expenses of those employees whose donation exemptions are more than the specified limit. You can view, print, and store the report on magnetic tape, and send the generated magnetic file to the National Tax Service upon request.

You run the Year End Adjustment Donation e-File report from the Submit Request window.

   To run the Year End Adjustment Donation e-File report:

1. In the Name field, select KR Year End Adjustment Donation eFile report. The Parameters window opens.

2. Select the primary business place to print the business place registration number of the submitter.

3. Select the organizational level at which you want to print the report:

   • All Organizations - the report prints all the employees within all business places under the business group

   • Specified Organization - the report prints all employees in the specified business place

   • Include All Sub-Organizations - the report prints the employees within the selected primary business place and the subordinate organizations within the primary business place

4. Enter a magnetic tape file and report name. The name defaults to the business place registration number.

5. Do one of the following:

   • If you want to print the report for all the assignments in a specific payroll action, select the specific payroll action and leave the assignment set field blank.

   • If you want to print the report for all the assignments with the specified assignment set, select the specific assignment set and leave the payroll action field blank.

   • If you want to print year end adjustment or interim year-end adjustment report, select the type of report.

6. Enter the date you are submitting the report. The reporting date defaults to the system date.

7. Enter the year for which you want to run the report. The reporting year defaults to the previous year.

8. Select a characterset from the list of values to print the report as a character report, as per the layout requirements.

9. If you entered the home tax ID of the tax reporter in the organization in the Corp E-file Reporting window, this field automatically populates with the data. You can also update this field.

   See: GREs/Legal Entities: Entering Corporate E-file Reporting Information

10. Click Submit.