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A - Regular Work and B – Bonuses
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Select this option if you would like to calculate regular work and bonuses (for more information on calculation of different phases see earnings types).
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C - Disability Allowance
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Select this option if you would like to calculate disability allowance.
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D - Regular work and E – Bonuses
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Select this option if you would like to calculate regular work and bonuses.
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F - Length of Service Bonus
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Select this option if you would like to calculate the length of service bonus.
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G - Contributions and Tax
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Select this option if you would like to calculate contributions and tax.
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H - Deduction and L – Bonuses
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Select this option if you would like to calculate deductions and bonuses.
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K – Credits
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Select this option if you would like to calculate credits.
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M - Extraordinary Bonuses
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Select this option if you would like to calculate extraordinary bonuses. This phase will be available if you have previously selected in the Administration Panel | Settings | Program Parameters | Personnel | Payroll | Credits panel the Show Salary Phase M option.
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S - FCY Bonuses and T - FCY Deductions
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Select this option if you would like to calculate foreign currency bonuses and deductions.
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Calculation of Tax Basis
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In this field you can select one of the possible types for the calculation of the tax basis and VAT (for more information see the example of use Calculation of Tax Prepayment):
- Include Only Current Calculation - To calculate the tax basis, the program will use only the current calculation, i.e. when regular payroll.
- Sum al Payouts in Current Year
- Sum all Payouts in Current Month
- Use Average Tax Rate from Last Salary - As percentage for the tax, the program will use the average tax rate from last salary (calculated in the last payroll). If you select this option, you have to enter the information about the ID of the document types, from which the program will draw data - see description below.
- Calculation in Two Parts.
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Title on Payroll
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In this field you can enter the text that will appear for this document type on the payroll report.
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Period From/To
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In case the checker is confirmed than it will be displayed on the pay slips a year and month of the period from the payroll preparation. Eg: if the pay slip is if for the period 2019-07, and the employee is employed till 16.07.2019, that on the pay slip will be written days in month and the period from 01 to 16.
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Municipality of Main Office
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In this field you can select from the lookup list the municipality of you main office, to which you will deduct contributions. If the field is blank, the program will draw the information from the Administration panel.
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Add Calculation Basis to Income Tax Basis (for salary payout in two parts or when looking for average tax rate)
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In this field you can enter the ID of the payroll document type, from which the program should draw the information about the average tax rate.
When calculating tax for annual leave bonus and payroll tax that are calculated monthly in two parts, you can use for example the payroll document type for regular work.
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Transactions
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In this field, you can enter the ID of a document type for transactions that is defining basic parameters for reporting payment orders.
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Priority
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In this field, you can enter the priority ID (from 1 to 9) for the payment of payment orders (for more information see payment order lines ). A higher number means a lower priority degree.
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Transactions – FCY
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In this field you can enter the ID of a document type for transactions in a foreign currency that is setting basic parameters for the report of the Form 1450.
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Payout Type
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This information is used for Form 1Z. In this field you can select among following possibilities:
- 0 - Regular;
- 1 - Performance-based;
- 2 - Christmas bonus;
- 3 - 13th Salary;
- 4 - Other.
If you select the Regular option, the program will fill in the Form 1Z the R value. If you select any other value the program will enter, the I value. If you leave the field blank, the program will leave the filed in the Form 1Z blank as well.
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REK
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In this field, you can select a REK for the current document type. Pursuant to the selected REK, the program will display in income types only incomes that appear on the selected REK. If you double-click the REK field, the program will open the register of Income Types.
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Type of Income
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The program will offer only document types (4-digit ID of the tax and name of the income tax) that refer to a certain REK form in accordance with technical instruction Tax Administration of the Republic of Slovenia and Rules on the forms for calculating tax deductions and on the method for submitting the forms to the tax authority (Official Gazette of the Republic of Slovenia 37/08)
The ID of the income is also included in the xml f the REK form.
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Warn if Difference from Previous Period over 1%
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Select this option if you would like the program to report differences in tax and VAT for the current year in the list of errors for an individual employee. The program will report if the difference in more than 1% in comparison to the previous calculation.
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Check for Employees without Payroll Preparation
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Select this option if you would like the program to report on the list of errors the names of employees for whom you have not created the payroll preparation.
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Check Income Tax, Hours Worked and Minimum Salary
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Select this option if you would like the program to check income tax, hours worked and minimum salary and to report differences on the list of errors.
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Include Daily Allowances for Commute and Meals
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If you select this option, the program will report paid out daily allowances for commute and meals for employees in a certain period.
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Add Commute to Work
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Select this option if you would like the program for this document type to automatically fill in earnings types for commute to work, provided the Commute to Work field in the Administration Panel | Settings | Program Parameters | Personnel | Payroll |General is defined.
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General Income Tax Relief
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Select this option if you would like the program to include general income tax relief when calculating tax basis.
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Type of Relief
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In this field, you can select from the drop-down menu the personal relief for the calculation of an employee's tax basis.
To foreign employees with entered number of the work permit, you have to also set a checkbox in Employee files!
The type of relief will show which relief will you be using from Employee files | Position/Salary | Relief panel in this document type:
- F - No Relief;
- T - Personal Relief;
- K - Culture;
- N - Journalist.
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Include Contributions for Income Tax Relief
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Select this option if you would like the program to reduce the tax basis for contributions. The program will use contribution as relief for income tax.
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Include Hours Worked for Income Tax Calculation
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Select this option if you have employees who are working part-time, i.e. they work part-time in another company. In such case, hours worked are used to calculate relief for the income basis.
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Add MSPI, VSPI
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Select this option if the program should automatically add earnings type for MSPI and VSPI to the payroll preparation.
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Income Tax Rate (average) can be 0
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This checkbox gives you two additional options if you use average tax rate. First, the program will use 0, when it calculates the tax rate of 0%, (you have selected the option). Secondly, the program will use the first possible tax rate from the list (you have not selected this option). This way, you can decide which tax rate to use, i.e. on the annual leave bonus.
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Use Additional General Income tax Relief
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If you select this option, the program will use additional general income tax relief from the register of general income tax reliefs to calculate the prepayment of the income tax.
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Payment Purpose Captions on Payment Orders
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In this section, you can enter texts that will appear in the Payment Purpose section on payment orders. On the payment, order will appear the entered text, year, and month of the period from the payroll preparation.
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Bank Deposits
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Text for payment orders that are used for the payment of net salaries. On the payment, order will appear the entered text, year, and month of the period from the payroll preparation.
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Credit Period
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Text for the first line of the payment purpose on payment orders for credits of employees. On the payment, order will appear the entered text, year, and month of the period from the payroll preparation.
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Credit description
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Text for the second line of the payment purpose on the payment order for credits of employees. If you have selected in the Transactions document types the Check Payment Order option, it is required that you enter the text in this field!
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Employee Contr.
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Text on payment orders for the payment of employees' contributions. On the payment, order will appear the entered text, year, and month of the period from the payroll preparation.
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Employer Contr.
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Text on payment orders for the payment of employer's contributions. On the payment, order will appear the entered text, year, and month of the period from the payroll preparation.
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Income Tax
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Text on payout order for the payment of income tax. On the payment order will appear the entered text, year, and month of the period from the payroll preparation.
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Payout Method
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It is predefined as checked. When the checker is selected, than it will on the payment order in payment purpose will write payout method (eg. bank account) which employee has selected in employee file.
If the checker is not selected, than payment purpose will not be written.
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