(RUS) Taxation, contributions, and compensation reports
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
This topic provides a list of taxation, contributions, and compensation reports that are specific to Russia. These reports are located in the Payroll (Russia) module. The table in each section explains where to find the report in the Application Object Tree (AOT) and how to open the report in Microsoft Dynamics AX. For more information, see Raporty oprogramowania Microsoft Dynamics AX.
How to work with reports
The following topics explain how to print a report and how to filter and sort the data on a report.
Insured person’s application form ADV-1
Generate and print the application form to receive pension insurance from the Pension fund.
Detail |
Description |
|---|---|
Name of the report in the AOT |
RPayPFReportExcel_ADV1 |
Location of the report in the AOT |
Classes\RPayPFReportExcel_ADV1 |
Menu item of the report |
RPayPFReportExcel_ADV1 |
Navigation to the report |
Click Payroll (Russia) > Settlements with tax authorities > Reports > Personified accounting > Insured person's application form ADV-1. |
Insured person’s application form ADV-1 (XML)
Generate the application form as an XML file to receive pension insurance from the Pension fund.
Detail |
Description |
|---|---|
Name of the report in the AOT |
RPayPFReportXML_ADV1 |
Location of the report in the AOT |
Classes\RPayPFReportXML_ADV1 |
Menu item of the report |
RPayPFReportXML_ADV1 |
Navigation to the report |
Click Payroll (Russia) > Settlements with tax authorities > Pension fund export > Insured person's application form ADV-1. |
Payments, insurance contributions, and seniority data SZV-6-4
Generate and print a report that contains details about the payments and pension insurance contributions that are made by the legal entity to an employee’s pension off-budget fund. Additionally, this report displays seniority data about the employee.
Detail |
Description |
|---|---|
Name of the report in the AOT |
RPayPFReportExcel_SZV64 |
Location of the report in the AOT |
Classes\RPayPFReportExcel_SZV64 |
Menu item of the report |
RPayPFReportExcel_SZV64 |
Navigation to the report |
Click Payroll (Russia) > Settlements with tax authorities > Reports > Personified accounting > Payments, insurance contributions and seniority data SZV-6-4. |
Payments, insurance contributions, and seniority data SZV-6-4 (XML)
Generate XML files that contain details about the payments and pension insurance contributions that are made by the legal entity to an employee’s pension off-budget fund. Additionally, this report displays seniority data about the employee.
Detail |
Description |
|---|---|
Name of the report in the AOT |
RPayPFReportXML_SZV64 |
Location of the report in the AOT |
Classes\RPayPFReportXML_SZV64 |
Menu item of the report |
RPayPFReportXML_SZV64 |
Navigation to the report |
Click Payroll (Russia) > Settlements with tax authorities > Pension fund export > Payments, insurance contributions and seniority data SZV-6-4. |
Insurance contributions and seniority data SPV-1
Generate and print a report that contains details about the insurance payments that are made by the legal entity to the pension off-budget fund for an employee who retired during the reporting period. Additionally, this report displays seniority data about the employee.
Detail |
Description |
|---|---|
Name of the report in the AOT |
RPayPFReportExcel_SPV1 |
Location of the report in the AOT |
Classes\RPayPFReportExcel_SPV1 |
Menu item of the report |
RPayPFReportExcel_SPV1 |
Navigation to the report |
Click Payroll (Russia) > Settlements with tax authorities > Reports > Personified accounting > Insurance contributions and seniority data SPV-1. |
Insurance contributions and seniority data SPV-1 (XML)
Generate XML files that contain details about the insurance payments that are made by the legal entity to the pension off-budget fund for an employee who retired during the reporting period. Additionally, this report displays seniority data about the employee.
Detail |
Description |
|---|---|
Name of the report in the AOT |
RPayPFReportXML_SPV1 |
Location of the report in the AOT |
Classes\RPayPFReportXML_SPV1 |
Menu item of the report |
RPayPFReportXML_SPV1 |
Navigation to the report |
Click Payroll (Russia) > Settlements with tax authorities > Pension fund export > Insurance contributions and seniority data SPV-1. |
Personal incomes reference (1 – NDFL)
Generate and print a report that contains details about the personal income tax that is levied for an employee (statutory Form 1-NDFL of the employee’s tax register).
Detail |
Description |
|---|---|
Name of the report in the AOT |
RPayNDFL1Report |
Location of the report in the AOT |
Classes\RPayNDFL1Report |
Menu item of the report |
RpayNDFL1Report |
Navigation to the report |
Click Payroll (Russia) > Common > Employees. On the Action Pane, on the Tax tab, click Income tax. In the Income tax form, click Form 1 - NDFL. |
Yearly income statement of a physical person (2 – NDFL)
Generate and print the annual income statement for an employee (statutory Form 2-NDFL) from the employee tax card, which is given to the employee on demand.
The same form can be printed from the income data register for natural persons for a selected group of employees who are present in this register (statutory Form 2-NDFL) to be submitted on paper to the tax authorities at the end of the fiscal year.
Detail |
Description |
|---|---|
Name of the report in the AOT |
RPayNDFL2Report |
Location of the report in the AOT |
Classes\RPayNDFL2Report |
Menu item of the report |
RPayNDFL2Report |
Navigation to the report |
Click Payroll (Russia) > Common > Employees. On the Action Pane, on the Tax tab, click Income tax. In the Income tax form, click Form 2 - NDFL. |
Yearly income statement of a physical person (2 – NDFL) XML
Generate the annual income statement for an employee (statutory Form 2-NDFL) as an XML file.
Detail |
Description |
|---|---|
Name of the report in the AOT |
RPayNDFL2File |
Location of the report in the AOT |
Classes\RPayNDFL2File |
Menu item of the report |
RPayNDFL2Report |
Navigation to the report |
Click Payroll (Russia) > Settlements with tax authorities > Income data register. Specify a path for the XML file in the Directory field, and then click Create a file. |
Natural persons’ income data register
Generate and print the income data register for all of the employees as the summary of all of the yearly income statements (2 – NDFL) that are included in the created XML file. The printed income data register report and the XML file can be submitted to the tax authorities at the end of the fiscal year.
Detail |
Description |
|---|---|
Name of the report in the AOT |
RPayTaxListReport |
Location of the report in the AOT |
Classes\RPayTaxListReport |
Menu item of the report |
RPayTaxListReport |
Navigation to the report |
Click Payroll (Russia) > Settlements with tax authorities > Reports > Natural persons' income data register. |
Report 4-FSS (2013)
Generate and print a report that contains details about the calculation of social insurance contributions to the Social Insurance Fund and details about the social allowance payments that are made for employees.
Uwaga
You can use the format for a previous year to submit corrective documents to recalculate social insurance contributions to the Social Insurance Fund.
Detail |
Description |
|---|---|
Name of the report in the AOT |
RPayReport4SIF_2013 |
Location of the report in the AOT |
Classes\RPayReport4SIF_2013 |
Menu item of the report |
RPayReport4SIF2013 |
Navigation to the report |
Navigation Path Not Found |
Report RSV-1 PFR (2013)
Generate and print a report that contains details about the calculation of insurance contributions that are made to the Pension Fund and Medical Fund by the legal entity for employees.
Uwaga
You can use the format for a previous year to submit corrective documents to recalculate insurance contributions to the Pension Fund and Medical Fund.
Detail |
Description |
|---|---|
Name of the report in the AOT |
RPayReportRSV1_2013 |
Location of the report in the AOT |
Classes\RPayReportRSV1_2013 |
Menu item of the report |
RPayReportRSV1_2013 |
Navigation to the report |
Click Payroll (Russia) > Settlements with tax authorities > Reports > Report RSV-1 PFR (2013). |
Certificate with data for social contributions accrual
Generate and print a report that contains details about an employee’s earnings that were used to accrue social insurance contributions. When an employee leaves the legal entity, the report is generated for the current year and for the previous two years of employment by default. If the employee was on maternity leave or child-care vacation, the number of years in this report can be greater than three. You can use this report to calculate social allowance payments that are paid from the social insurance fund. The report also contains the number of excluded days each year, and their related details. Excluded days are the number of days for which the employee was on leave. The employee can submit this document to a new employer who will use the information to calculate social allowance payments.
Detail |
Description |
|---|---|
Name of the report in the AOT |
RHRMReport_EmplFundSum |
Location of the report in the AOT |
Classes\RHRMReport_EmplFundSum |
Menu item of the report |
RHRMReport_EmplFundSum |
Navigation to the report |
Click Payroll (Russia) > Common > Employees. Click Print, and then click Certificate with data for social contributions accrual. |
Average workers on payroll
Generate and print the statutory form, which is a report that displays an average number of employees in the legal entity for a selected year.
Detail |
Description |
|---|---|
Name of the report in the AOT |
RPayAverageQuantity |
Location of the report in the AOT |
Classes\RPayAverageQuantityReport |
Menu item of the report |
RPayAverageQuantity |
Navigation to the report |
Click Payroll (Russia) > Settlements with tax authorities > Average workers on payroll. |
Reference for the Pension fund
Generate and print a report that contains details about the monthly earnings and the average earnings of an employee for a selected period.
Detail |
Description |
|---|---|
Name of the report in the AOT |
RPayReport_EmplPensionIncome |
Location of the report in the AOT |
Classes\RPayReport_EmplPensionIncome |
Menu item of the report |
RPayReport_EmplPensionIncome |
Navigation to the report |
Click Payroll (Russia) > Reports > Settlements with tax authorities > Reference for the Pension fund. |
Income tax for dismissed employees
Generate and print a report that contains details about the total amount of earnings, taxable income, and income tax amounts for employees who are dismissed during the selected period.
Detail |
Description |
|---|---|
Name of the report in the AOT |
RPayIncomeTaxTransferReport |
Location of the report in the AOT |
Classes\RPayIncomeTaxTransferReport |
Menu item of the report |
RPayIncomeTaxTransferReport |
Navigation to the report |
Click Payroll (Russia) > Settlements with tax authorities > Reports > Income tax for dismissed employees. |
Individual card of amounts payable
Generate and print a report that contains details about the earnings, base amount for insurance contributions, and calculated contributions that are made by the legal entity for an individual for Pension funds, Medical funds, and Social funds for the selected year.
Detail |
Description |
|---|---|
Name of the report in the AOT |
RPayPersonalCardReport_2010 |
Location of the report in the AOT |
Classes\RPayPersonalCardReport_2010 |
Menu item of the report |
RPayPersonalCardReport_2010 |
Navigation to the report |
Click Payroll (Russia) > Settlements with tax authorities > Reports > Individual card of insurance premiums amounts. –or– Click Payroll (Russia) > Common > Employees. Select or create an employee, and then on the Action Pane, on the Tax tab, click Payments to off-budget funds. In the Payments to off-budget funds form, click Print > Individual card of insurance premiums amounts. |
Off-funds allocations (in income types)
Generate and print a report that contains the amounts that are allocated to each off-budget fund for each pay type that is included in the fund’s base amount during a calculation period. You can print the report for the whole organization or for each individual department.
Detail |
Description |
|---|---|
Name of the report in the AOT |
RPayFundTransReport_Ctype |
Location of the report in the AOT |
Classes\RPayFundTransReport_Ctype |
Menu item of the report |
RPayFundTransReport_Ctype |
Navigation to the report |
Click Payroll (Russia) > Reports > Off-funds allocations (in income types). |
Off-funds allocations (in accounts)
Generate and print a report that contains the amounts that are allocated to each off-budget fund for each account that is used to post contributions during a calculation period. You can print the report for the whole organization or for each individual department.
Detail |
Description |
|---|---|
Name of the report in the AOT |
RPayFundTransReport_LedgerAccount |
Location of the report in the AOT |
Classes\RPayFundTransReport_LedgerAccount |
Menu item of the report |
RPayFundTransReport_LedgerAccount |
Navigation to the report |
Click Payroll (Russia) > Reports > Off-funds allocations (in accounts). |
Insurance contributions and seniority data SZV-6-1
Generate and print a report that contains details about the insurance contributions that are made by the legal entity to an employee’s pension off-budget fund for a selected period. Additionally, this report displays seniority data about the employee. You can generate this report for employees who have breaks in their insurance contributions.
Detail |
Description |
|---|---|
Name of the report in the AOT |
RPayPFReportExcel_SZV61_2011 |
Location of the report in the AOT |
Classes\RPayPFReportExcel_SZV61_2011 |
Menu item of the report |
RPayPFReportExcel_SZV61 |
Navigation to the report |
Click Payroll (Russia) > Settlements with tax authorities > Reports > Personified accounting > Insurance contributions and seniority data SZV-6-1. |
Insurance contributions register SZV-6-2
Generate and print a report that contains details about the register of pension insurance contributions that are made by the legal entity to an employee’s pension off-budget fund for a selected period. You can generate this report for employees without breaks in their insurance contributions.
Detail |
Description |
|---|---|
Name of the report in the AOT |
RPayPFReportExcel_SZV62_2011 |
Location of the report in the AOT |
Classes\RPayPFReportExcel_SZV62_2011 |
Menu item of the report |
RPayPFReportExcel_SZV62 |
Navigation to the report |
Click Payroll (Russia) > Settlements with tax authorities > Reports > Personified accounting > Insurance contributions register SZV-6-2. |
Insurance contributions and seniority data SZV-6-1, SZV-6-2 (XML)
Generate XML files that contain details about the insurance contributions that are made by the legal entity to an employee’s pension off-budget fund. Additionally, these files contain the seniority data about the employees.
Detail |
Description |
|---|---|
Name of the report in the AOT |
RPayPFReportXML_SZV6 |
Location of the report in the AOT |
Classes\RPayPFReportXML_SZV6 |
Menu item of the report |
RPayPFReportXML_SZV6 |
Navigation to the report |
Click Payroll (Russia) > Settlements with tax authorities > Pension fund export > Insurance contributions and seniority data SZV-6-1, SZV-6-2. |
Insurance payments and remuneration SZV-6-3
Generate and print a report that displays the payments and the pension insurance base amount for an employee. You can generate this report annually.
Detail |
Description |
|---|---|
Name of the report in the AOT |
RPayPFReportExcel_SZV63 |
Location of the report in the AOT |
Classes\RPayPFReportExcel_SZV63 |
Menu item of the report |
RPayPFReportExcel_SZV63 |
Navigation to the report |
Click Payroll (Russia) > Settlements with tax authorities > Reports > Personified accounting > Insurance payments and remuneration SZV-6-3. |
Insurance payments and remuneration SZV-6-3 (XML)
Generate XML files that contain the payments and pension insurance base amount for an employee. You can generate these files annually.
Detail |
Description |
|---|---|
Name of the report in the AOT |
RPayPFReportXML_SZV63 |
Location of the report in the AOT |
Classes\RPayPFReportXML_SZV63 |
Menu item of the report |
RPayPFReportXML_SZV63 |
Navigation to the report |
Click Payroll (Russia) > Settlements with tax authorities > Pension fund export > Insurance payments and remuneration SZV-6-3. |