To enter tax details for an employee:You store the tax details for employees in the German Taxation Information window.
In this window, you enter the tax information as printed on the employee's tax card. You must create a new Tax Details record for each employee for each tax year, however, if there is tax information for the employee for the current year, you can carry over the tax information to the next tax year. If this option is available, a message is displayed when you access the Taxation Information form. If you choose to copy over the employee's tax information, you must save the retrieved information before you can continue to maintain new tax information.
To display the Tax Information window, query the employee assignment and choose the Tax Information button.
To enter tax details for an employee:Select the tax class for the employee.
Enter the tax card number.
Select the tax office.
Note: If there are no tax offices in the list, you must define new tax offices in the Organization window and assign them to your organization in the Additional Organization Info window.
See: Entering Additional Organization Details for HR Organizations
To enter income tax details for an employee:Choose the Income Tax Details tabbed region.
Select the tax status for the employee.
Enter the number of children.
Note: If necessary, you can enter values such as 0.5 if the child tax allowance is split between both parents.
Enter any tax allowances that are entered on the employee's tax card. If the employee has tax allowances, you must enter both the monthly and yearly allowances.
To enter church tax information for an employee:Choose the Church Details tabbed region.
Select the employee's church code and, if required, the select the spouse's church code.
Select the Bundesland for the church.
To enter tax exemptions for an employee:Note: You can only enter tax exemptions for employees whose tax class is not between l and Vl.
Choose the Exemptions button from the Tax Information form.
Enter the exemption information for the employee.
Note: The tax exemption information is only valid for the period between the start and end dates you have entered which must be within the current tax year. Tax exemptions cannot be carried forward to a subsequent tax year.