Charge declarations

A setup record corresponds to a line of the CHARGES report.

All the records with the same status code are printed on the same page.

You can define the print order of these lines in the Order no. field.

The code printout 1, the code printout 2 and the print title are retrieved when printing the lines.

This setup consists in grouping according to distinct WA codes the headings indicated and assigned to the fund specified in the Fund field for payrolls matching the potential selection criterion specified in the Selection criterion field.

The headings containing the WA rate are identified with the value 'Yes' in the WA column.

Headings containing a quantity are identified with the value 'Yes' in the Quantity column (for France, it means overtime amount in the framework of the TEPA law).

If this setup concerns specific cases, as for example an exemption to take into account for the contribution base recalculation, select the Special case box.

Setup principle

Capped salaries = No and Special case = No

• For the employee's share, the contribution base will be equal to the reference salary and the rate will be equal to the employee's rate.
• For the employer's share, the contribution base will be equal to the reference salary and the rate will be equal to the employer's rate.
• To total both shares, the contribution base will be equal to the reference salary and the rate will be equal to the sum of the employee's and employer's rates.

Capped salaries = Yes and Special case = No

• For the employee's share, the contribution base will be equal to the reference salary or to the cap if it is inferior to the salary, and the rate will be equal to the employee's rate.
• For the employer's share, the contribution base will be equal to the reference salary or to the cap if it is inferior to the salary, and the rate will be equal to the employer's rate.
• To total both shares, the contribution base will be equal to the reference salary or to the cap if it inferior to salary, and the rate will be equal to the sum of the employee's and employer's rates.

Capped salaries = No and Special case = Yes

• For the employee's share, the contribution base will be equal to the exemption amount and the rate will be equal to the employee's rate.
• For the employer's share, the contribution base will be equal to the exemption amount and the rate will be equal to the employer's rate.
• To total both shares, the contribution base will be equal to the difference between the reference salary and the exemption amount, and the rate will be equal to the sum of the employee's and employer's rates.

Capped salaries = Yes and Special case = Yes

• For the employee's share, the contribution base will be equal to the exemption amount and the rate will be equal to the employee's rate.
• For the employer's share, the contribution base will be equal to the exemption amount and the rate will be equal to the employer's rate.
• To total both shares, the contribution base will be equal to the difference between the cap and the exemption amount, and the rate will be equal to the sum of the employee's and employer's rates.
  

In multi-legislated folders (where the LEG activity code is active), the Legislation fields are displayed.

• If a legislation has been set in the LEGFIL (Legislation selection filter) parameter (SUP chapter, INT group), it is used as the default but can be changed if needed.
• If LEGFIL has no legislation set, there will not be a default, so the Legislation field will have to be entered appropriately.

If a legislation is entered in the record header, other fields entered must follow any rules applicable to the legislation.

If a legislation is not entered in the record header, it might be deduced from another element (such as the company, site, or employee) and again, other fields entered must follow any rules applicable to the legislation.

If a multi-legislation group of companies is selected, other fields entered must follow any rules applicable to the legislation of at least one company in the group.

Example

If you select a group of British (BRI) and French (FRA) legislation companies, you cannot enter a value in a field that is only applicable to the South African (ZAF) legislation.

In single legislation folders (where the LEG activity code is not active), the Legislation fields are not displayed.

A setup record corresponds to a line of the CHARGES report.

All the records with the same status code are printed on the same page.

You can define the print order of these lines in the Order no. field.

The code printout 1, the code printout 2 and the print title are retrieved when printing the lines.

This setup consists in grouping according to distinct WA codes the headings indicated and assigned to the fund specified in the Fund field for payrolls matching the potential selection criterion specified in the Selection criterion field.

The headings containing the WA rate are identified with the value 'Yes' in the WA column.

Headings containing a quantity are identified with the value 'Yes' in the Quantity column (for France, it means overtime amount in the framework of the TEPA law).

If this setup concerns specific cases, as for example an exemption to take into account for the contribution base recalculation, select the Special case box.

Setup principle

Capped salaries = No and Special case = No

• For the employee's share, the contribution base will be equal to the reference salary and the rate will be equal to the employee's rate.
• For the employer's share, the contribution base will be equal to the reference salary and the rate will be equal to the employer's rate.
• To total both shares, the contribution base will be equal to the reference salary and the rate will be equal to the sum of the employee's and employer's rates.

Capped salaries = Yes and Special case = No

• For the employee's share, the contribution base will be equal to the reference salary or to the cap if it is inferior to the salary, and the rate will be equal to the employee's rate.
• For the employer's share, the contribution base will be equal to the reference salary or to the cap if it is inferior to the salary, and the rate will be equal to the employer's rate.
• To total both shares, the contribution base will be equal to the reference salary or to the cap if it inferior to salary, and the rate will be equal to the sum of the employee's and employer's rates.

Capped salaries = No and Special case = Yes

• For the employee's share, the contribution base will be equal to the exemption amount and the rate will be equal to the employee's rate.
• For the employer's share, the contribution base will be equal to the exemption amount and the rate will be equal to the employer's rate.
• To total both shares, the contribution base will be equal to the difference between the reference salary and the exemption amount, and the rate will be equal to the sum of the employee's and employer's rates.

Capped salaries = Yes and Special case = Yes

• For the employee's share, the contribution base will be equal to the exemption amount and the rate will be equal to the employee's rate.
• For the employer's share, the contribution base will be equal to the exemption amount and the rate will be equal to the employer's rate.
• To total both shares, the contribution base will be equal to the difference between the cap and the exemption amount, and the rate will be equal to the sum of the employee's and employer's rates.
  

A setup record corresponds to a line of the CHARGES report.

All the records with the same status code are printed on the same page.

You can define the print order of these lines in the Order no. field.

The code printout 1, the code printout 2 and the print title are retrieved when printing the lines.

This setup consists in grouping according to distinct WA codes the headings indicated and assigned to the fund specified in the Fund field for payrolls matching the potential selection criterion specified in the Selection criterion field.

The headings containing the WA rate are identified with the value 'Yes' in the WA column.

Headings containing a quantity are identified with the value 'Yes' in the Quantity column (for France, it means overtime amount in the framework of the TEPA law).

If this setup concerns specific cases, as for example an exemption to take into account for the contribution base recalculation, select the Special case box.

Setup principle

Capped salaries = No and Special case = No

• For the employee's share, the contribution base will be equal to the reference salary and the rate will be equal to the employee's rate.
• For the employer's share, the contribution base will be equal to the reference salary and the rate will be equal to the employer's rate.
• To total both shares, the contribution base will be equal to the reference salary and the rate will be equal to the sum of the employee's and employer's rates.

Capped salaries = Yes and Special case = No

• For the employee's share, the contribution base will be equal to the reference salary or to the cap if it is inferior to the salary, and the rate will be equal to the employee's rate.
• For the employer's share, the contribution base will be equal to the reference salary or to the cap if it is inferior to the salary, and the rate will be equal to the employer's rate.
• To total both shares, the contribution base will be equal to the reference salary or to the cap if it inferior to salary, and the rate will be equal to the sum of the employee's and employer's rates.

Capped salaries = No and Special case = Yes

• For the employee's share, the contribution base will be equal to the exemption amount and the rate will be equal to the employee's rate.
• For the employer's share, the contribution base will be equal to the exemption amount and the rate will be equal to the employer's rate.
• To total both shares, the contribution base will be equal to the difference between the reference salary and the exemption amount, and the rate will be equal to the sum of the employee's and employer's rates.

Capped salaries = Yes and Special case = Yes

• For the employee's share, the contribution base will be equal to the exemption amount and the rate will be equal to the employee's rate.
• For the employer's share, the contribution base will be equal to the exemption amount and the rate will be equal to the employer's rate.
• To total both shares, the contribution base will be equal to the difference between the cap and the exemption amount, and the rate will be equal to the sum of the employee's and employer's rates.
  

This activity code is used to mark a development or setup considered as optional (it is then activated or deactivated based on the value of the indicator linked with the activity code).It is also used to identify specific additions or to group under the same significant code a set of elements of the dictionary that need to be simultaneously activated to enable a function of the software to be implemented.

An activity code starting with X, Y or Z is considered to be specific.

A setup record corresponds to a line of the CHARGES report.

All the records with the same status code are printed on the same page.

You can define the print order of these lines in the Order no. field.

The code printout 1, the code printout 2 and the print title are retrieved when printing the lines.

This setup consists in grouping according to distinct WA codes the headings indicated and assigned to the fund specified in the Fund field for payrolls matching the potential selection criterion specified in the Selection criterion field.

The headings containing the WA rate are identified with the value 'Yes' in the WA column.

Headings containing a quantity are identified with the value 'Yes' in the Quantity column (for France, it means overtime amount in the framework of the TEPA law).

If this setup concerns specific cases, as for example an exemption to take into account for the contribution base recalculation, select the Special case box.

Setup principle

Capped salaries = No and Special case = No

• For the employee's share, the contribution base will be equal to the reference salary and the rate will be equal to the employee's rate.
• For the employer's share, the contribution base will be equal to the reference salary and the rate will be equal to the employer's rate.
• To total both shares, the contribution base will be equal to the reference salary and the rate will be equal to the sum of the employee's and employer's rates.

Capped salaries = Yes and Special case = No

• For the employee's share, the contribution base will be equal to the reference salary or to the cap if it is inferior to the salary, and the rate will be equal to the employee's rate.
• For the employer's share, the contribution base will be equal to the reference salary or to the cap if it is inferior to the salary, and the rate will be equal to the employer's rate.
• To total both shares, the contribution base will be equal to the reference salary or to the cap if it inferior to salary, and the rate will be equal to the sum of the employee's and employer's rates.

Capped salaries = No and Special case = Yes

• For the employee's share, the contribution base will be equal to the exemption amount and the rate will be equal to the employee's rate.
• For the employer's share, the contribution base will be equal to the exemption amount and the rate will be equal to the employer's rate.
• To total both shares, the contribution base will be equal to the difference between the reference salary and the exemption amount, and the rate will be equal to the sum of the employee's and employer's rates.

Capped salaries = Yes and Special case = Yes

• For the employee's share, the contribution base will be equal to the exemption amount and the rate will be equal to the employee's rate.
• For the employer's share, the contribution base will be equal to the exemption amount and the rate will be equal to the employer's rate.
• To total both shares, the contribution base will be equal to the difference between the cap and the exemption amount, and the rate will be equal to the sum of the employee's and employer's rates.
  

Indicate the contribution type set up in the current record:

• General (for France, this corresponds to the uncapped salary for Urssaf, to the actual salary for Pôle emploi and to proportional contributions for IRC and IP),
• Capped salary (for France: for Urssaf),
• Fixed salary (for France: for Pôle emploi – dockers),
• Global or unit fixed rate (for France: for IRC and IP),
• Reduction.

Or, for France if the transport organization authorities (AOT - Urssaf) are concerned:

• Multiple transport payments (TRS),
• Multiple transport additional taxes (TAT).

 The contribution types displayed in the drop-down menu depend on the fund entered in the Fund field.

This field is available for France.

The INSEE code used for the declaration of transport payment and transport additional tax can be specified either by a payroll variable, or by the default address of the site or company.

This check box is used to indicate the mean by which the value of the INSEE code will be specified:

• If the check box is clear, the INSEE field corresponding to the code of the payroll variable containing the municipality code (INSEE) for the declaration of the transport payment and the transport additional tax must be specified.
• If the check box is selected, the value of the INSEE code corresponds to the code specified in the default address of the site or company. It will not then be possible to enter a payroll variable code in the INSEE field.
  

Indicates for the capped salary setup records the linked setup record for uncapped salaries.

A setup record corresponds to a line of the CHARGES report.

All the records with the same status code are printed on the same page.

You can define the print order of these lines in the Order no. field.

The code printout 1, the code printout 2 and the print title are retrieved when printing the lines.

This setup consists in grouping according to distinct WA codes the headings indicated and assigned to the fund specified in the Fund field for payrolls matching the potential selection criterion specified in the Selection criterion field.

The headings containing the WA rate are identified with the value 'Yes' in the WA column.

Headings containing a quantity are identified with the value 'Yes' in the Quantity column (for France, it means overtime amount in the framework of the TEPA law).

If this setup concerns specific cases, as for example an exemption to take into account for the contribution base recalculation, select the Special case box.

Setup principle

Capped salaries = No and Special case = No

• For the employee's share, the contribution base will be equal to the reference salary and the rate will be equal to the employee's rate.
• For the employer's share, the contribution base will be equal to the reference salary and the rate will be equal to the employer's rate.
• To total both shares, the contribution base will be equal to the reference salary and the rate will be equal to the sum of the employee's and employer's rates.

Capped salaries = Yes and Special case = No

• For the employee's share, the contribution base will be equal to the reference salary or to the cap if it is inferior to the salary, and the rate will be equal to the employee's rate.
• For the employer's share, the contribution base will be equal to the reference salary or to the cap if it is inferior to the salary, and the rate will be equal to the employer's rate.
• To total both shares, the contribution base will be equal to the reference salary or to the cap if it inferior to salary, and the rate will be equal to the sum of the employee's and employer's rates.

Capped salaries = No and Special case = Yes

• For the employee's share, the contribution base will be equal to the exemption amount and the rate will be equal to the employee's rate.
• For the employer's share, the contribution base will be equal to the exemption amount and the rate will be equal to the employer's rate.
• To total both shares, the contribution base will be equal to the difference between the reference salary and the exemption amount, and the rate will be equal to the sum of the employee's and employer's rates.

Capped salaries = Yes and Special case = Yes

• For the employee's share, the contribution base will be equal to the exemption amount and the rate will be equal to the employee's rate.
• For the employer's share, the contribution base will be equal to the exemption amount and the rate will be equal to the employer's rate.
• To total both shares, the contribution base will be equal to the difference between the cap and the exemption amount, and the rate will be equal to the sum of the employee's and employer's rates.
  

The fields in the DUCS block are available only for France.

Specify the two DUCS contribution types required for this record:

• In the Contribution (EDI) field, specify a type to draw up the DUCS declaration in EDI format (values in miscellaneous table number 377).
• In the Contribution (Paper) field, specify a type to draw up the DUCS in paper format (values in miscellaneous table number 378).

For complementary pension funds and welfare funds, specify the following elements: 

• In the CPN code field, specify the CPN code of the employee category impacted by this setup (values in miscellaneous table number 389).
• In the CSC code field, specify the CSC code for the specific contributions conditions (CMM for 'Contribution potentially subjected to a minimum maximum condition' or ODO for 'Miscellaneous operations') (values in miscellaneous table number 388).
  

The fields of the Transport sections are available only for France.

The Rate type field contains, for the setup records concerning the transport organization authorities (AOT - Urssaf), the transport rate type:

• Nominal
• Reduced 20%
• Reduced 30%

The fields of the Transport section are available only for France.

Code of the payroll variable containing the municipality code (INSEE) for the declaration of the transport payment and the transport additional tax.

A setup record corresponds to a line of the CHARGES report.

All the records with the same status code are printed on the same page.

You can define the print order of these lines in the Order no. field.

The code printout 1, the code printout 2 and the print title are retrieved when printing the lines.

This setup consists in grouping according to distinct WA codes the headings indicated and assigned to the fund specified in the Fund field for payrolls matching the potential selection criterion specified in the Selection criterion field.

The headings containing the WA rate are identified with the value 'Yes' in the WA column.

Headings containing a quantity are identified with the value 'Yes' in the Quantity column (for France, it means overtime amount in the framework of the TEPA law).

If this setup concerns specific cases, as for example an exemption to take into account for the contribution base recalculation, select the Special case box.

Setup principle

Capped salaries = No and Special case = No

• For the employee's share, the contribution base will be equal to the reference salary and the rate will be equal to the employee's rate.
• For the employer's share, the contribution base will be equal to the reference salary and the rate will be equal to the employer's rate.
• To total both shares, the contribution base will be equal to the reference salary and the rate will be equal to the sum of the employee's and employer's rates.

Capped salaries = Yes and Special case = No

• For the employee's share, the contribution base will be equal to the reference salary or to the cap if it is inferior to the salary, and the rate will be equal to the employee's rate.
• For the employer's share, the contribution base will be equal to the reference salary or to the cap if it is inferior to the salary, and the rate will be equal to the employer's rate.
• To total both shares, the contribution base will be equal to the reference salary or to the cap if it inferior to salary, and the rate will be equal to the sum of the employee's and employer's rates.

Capped salaries = No and Special case = Yes

• For the employee's share, the contribution base will be equal to the exemption amount and the rate will be equal to the employee's rate.
• For the employer's share, the contribution base will be equal to the exemption amount and the rate will be equal to the employer's rate.
• To total both shares, the contribution base will be equal to the difference between the reference salary and the exemption amount, and the rate will be equal to the sum of the employee's and employer's rates.

Capped salaries = Yes and Special case = Yes

• For the employee's share, the contribution base will be equal to the exemption amount and the rate will be equal to the employee's rate.
• For the employer's share, the contribution base will be equal to the exemption amount and the rate will be equal to the employer's rate.
• To total both shares, the contribution base will be equal to the difference between the cap and the exemption amount, and the rate will be equal to the sum of the employee's and employer's rates.
  

No help linked to this field.

A setup record corresponds to a line of the CHARGES report.

All the records with the same status code are printed on the same page.

You can define the print order of these lines in the Order no. field.

The code printout 1, the code printout 2 and the print title are retrieved when printing the lines.

This setup consists in grouping according to distinct WA codes the headings indicated and assigned to the fund specified in the Fund field for payrolls matching the potential selection criterion specified in the Selection criterion field.

The headings containing the WA rate are identified with the value 'Yes' in the WA column.

Headings containing a quantity are identified with the value 'Yes' in the Quantity column (for France, it means overtime amount in the framework of the TEPA law).

If this setup concerns specific cases, as for example an exemption to take into account for the contribution base recalculation, select the Special case box.

Setup principle

Capped salaries = No and Special case = No

• For the employee's share, the contribution base will be equal to the reference salary and the rate will be equal to the employee's rate.
• For the employer's share, the contribution base will be equal to the reference salary and the rate will be equal to the employer's rate.
• To total both shares, the contribution base will be equal to the reference salary and the rate will be equal to the sum of the employee's and employer's rates.

Capped salaries = Yes and Special case = No

• For the employee's share, the contribution base will be equal to the reference salary or to the cap if it is inferior to the salary, and the rate will be equal to the employee's rate.
• For the employer's share, the contribution base will be equal to the reference salary or to the cap if it is inferior to the salary, and the rate will be equal to the employer's rate.
• To total both shares, the contribution base will be equal to the reference salary or to the cap if it inferior to salary, and the rate will be equal to the sum of the employee's and employer's rates.

Capped salaries = No and Special case = Yes

• For the employee's share, the contribution base will be equal to the exemption amount and the rate will be equal to the employee's rate.
• For the employer's share, the contribution base will be equal to the exemption amount and the rate will be equal to the employer's rate.
• To total both shares, the contribution base will be equal to the difference between the reference salary and the exemption amount, and the rate will be equal to the sum of the employee's and employer's rates.

Capped salaries = Yes and Special case = Yes

• For the employee's share, the contribution base will be equal to the exemption amount and the rate will be equal to the employee's rate.
• For the employer's share, the contribution base will be equal to the exemption amount and the rate will be equal to the employer's rate.
• To total both shares, the contribution base will be equal to the difference between the cap and the exemption amount, and the rate will be equal to the sum of the employee's and employer's rates.