(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 Microsoft Dynamics AX 报表.

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.

• 打印或以电子邮件发出报表

• 筛选报表上的数据

• 排序报表上的数据

Insured person’s application form ADV-1

Generate and print the application form to receive pension insurance from the Pension fund.

Insured person’s application form ADV-1 (XML)

Generate the application form as an XML file to receive pension insurance from the Pension fund.

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.

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.

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.

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.

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).

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

See also

(RUS) Create and post an incentive resolution