Scenario 15.12: 1DF (inactive)
Path: 1DF List
Reporting on Income Tax (PDFO) and MC (military contribution) is 1-DF report. The 1-DF form is submitted to the tax authority at the place of registration of a legal entity or at the place of residence of an individual entrepreneur within 40 calendar days following the reporting period, i.е. quarter. On the 1DF List page, to create a new report, click Create Report to create a report with the Report type. (for a reporting period, a report with this type must be generated first).
| Field | Description |
|---|---|
| Year | Calendar year within which the quarter is specified. |
| Quarter | Quarter for which the report is generated. |
| Quantity Person in Portion | The quantity of persons in one portion of the report. For each next quantity, a new portion will be created. |
| Tax Inspection Code | If you need to submit a report to several tax inspections, then in this field you can select a value by which employees with the same inspection value on the Employee card will be selected for the report (Employee Card scenario). If the value is not specified, it is considered that the report is submitted to one inspection, which is specified in the General Module Setup. |
| Persons tab Add Other Persons | If the value is set ("Yes"), then data from the Person Income Entry table will be added to the report for persons who are not employees. For example, to whom alimony was transferred in the reporting period. |
| Entrepreneurs tab Sign Revenue | If the value is set (“Yes”), then data from the Finance module will be added to the report (see the Entrepreneur description below). Specifies what income for these employees should be included in the 1DF report. |
| Employee tab | Filter area for the Employee table. |
| Person tab | Filter area for the Person table. |
After clicking ОК, a 1DF report will be generated. Click Edit orи View to open a report card.
To generate report lines, the data of the Person Income Entry table is used, which get there when posting a payroll document with the calculation group type that is NOT interperiod. In the posted payroll document, which can be opened by the following path:
Departments / Staff / History / Posted Payroll Documents,
click Navigate to view what entries are included in the Person Income Entries.
When generating person income entries, entries included in the Income Tax Base and the Income Tax amount are divided by the data of the Detailed Calculation Base taking into account the Directory Code.
To ensure that vendors (entrepreneurs) calculated in the Finance module get into the report, in G/L Settings, specify the code that will be used for an entrepreneur.
Next, in the Vendor card at the following path:
Departments / Finance / Vendor Calculations / Vendors
Create a vendor. In the Organizational Form field, specidy the code set in the settings. Fill in the required fields, pay attention to the VAT Registration No. and Tax Code, 1DF only for payment fields.
The will be included in the report. Tax Code will be set for vendor entries. If a checker is set on the vendor card 1DF only for payment, in Accrued and Paid, the payment amounts will be specified. If the checker is not set, amounts for invoices and payments are collected separately. Next, click Create Person for Entrepreneur on the Actions tab. After this, all vendor entries will be included in the 1DF report. After checking the 1DF report, it must be released by clicking Release to restrict unintentional changes and to be able to further import it to XML. To create a report with the New Report type, click Create New Report hile hovering over the released report with the Report type. In such a report, you can make all necessary changes in the lines of Sections 1 and 2. To create a report with the Adjusted type, click Create Adjusted while hovering over the released report with the Report or New Report type.
In such a report, you can make all necessary changes in the lines of Sections 1 and 2. Export the released report to an external file by clicking 1DF export to XML.
Click ОК.
After the export, the file can be uploaded to a reporting program.