You can define in the Payroll module various payout types. Define for each
payout type its own document type.
|
A
- Regular Work and B - Bonuses
|
Select this option if you would like to calculate regular work and bonuses (for
more information on calculation of different phases see
earnings types).
|
| C
- Disability Allowance |
Select this option if you would like to calculate disability allowance.
|
| D
- Regular work and E - Bonuses |
Select this option if you would like to calculate regular work and
bonuses.
|
| F
- Length of Service Bonus |
Select this option if you would like to calculate the length of service
bonus.
|
| G
- Contributions and Tax |
Select this option if you would like to calculate contributions and tax.
|
| H - Deduction and L - Bonuses
|
Select this option if you would like to calculate deductions and bonuses.
|
| K
- Credits |
Select this option if you would like to calculate credits.
|
| M - Extraordinary Bonuses |
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. |
S
- FCY Bonuses and T - FCY Deductions
|
Select this option if you would like to calculate foreign currency
bonuses and deductions.
|
| Calculation of Tax Basis |
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.
|
Title on Payroll
|
In this field you can enter the text that will appear for this document type
on the payroll report.
|
| Municipality of Main Office |
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.
|
| Add
Calculation Basis to Income Tax Basis (for salary payout in two parts or
when looking for average tax rate)
|
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.
|
Transactions
|
In this field you can enter the ID of a
document type for transactions that is defining basic parameters
for reporting payment orders.
|
Transactions - FCY
|
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.
|
Priority
|
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.
|
|
Warn if
Difference from Previous Period over
1% |
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. |
|
Check for
Employees without Payroll Preparation |
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.
|
|
Check
Income Tax, Hours Worked and Minimum Salary |
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.
|
|
Include
Daily Allowances for Commute and Meals |
If you select this
option, the program will report paid out daily allowances for commute and meals
for employees in a certain period.
|
|
Add
Commute to Work |
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. |
|
General Income Tax Relief |
Select this option if you would like the program to include
general income tax relief when calculating
tax basis.
|
| Type
of Relief |
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.
|
| Include Contributions for
Income Tax Relief |
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. |
| Include Hours Worked for Income Tax
Calculation |
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.
|
| Add MSPI, VSPI |
Select this option if the program should automatically add earnings type for MSPI and VSPI
to the payroll preparation.
|
| Income Tax
Rate (average) can be 0 |
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). Or 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. |
| Use Additional General
Income tax Relief |
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. |
|
Bank Deposits |
Text for payment orders that are used for
the payment of net salaries. On the payment order will appear the entered
text and year and month of the period from the payroll preparation.
|
Credit Period
| 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 and year and month of
the period from the payroll preparation.
|
Credit description
| 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!
|
Employee Contr.
| Text
on payment orders for the payment of employees' contributions.
On the payment order will appear the entered text and year and month of
the period from the payroll preparation.
|
Employer Contr.
|
Text on payment orders for the payment of employer's contributions.
On the payment order will appear the entered text and year and month of the
period from the payroll preparation.
|
| Payout Type | 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. |
| Type of Income |
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. |
 | You can define
the Type of Income field if you have previously defined the REK field.
If you leave the REK field
blank, the program will not allow you to define the Type of Income
field. This way, the Type of Income
field will be blank and the program will not fill in the
F10 line when exporting as xml. |