Form a certificate of income in 1s 8.3.

The 2-NDFL certificate is multifunctional and can be used at another place of work, in banks, or the Federal Tax Service to confirm the amount of earnings and taxes paid. Your employee may request it, and it is also intended for mandatory submission to the tax office.

Naturally, in order to generate 2-personal income tax for an employee, he must be hired in the program, and his salary must also be calculated. We will not dwell on this in detail, since all actions have already been described in our other articles.

In 1C 8.3 ZUP and Enterprise Accounting, there are two types of certificates:

“2-NDFL for employees”;
“2-NDFL for transfer to the Federal Tax Service.”

In 1C ZUP they are located in the “Taxes and Contributions” menu, and in Accounting in the “Salaries and Personnel” menu.

The principle of creating and filling in both standard configurations is the same, therefore, as part of our step-by-step instructions, we will consider an example on the ZUP 3.1 demo base.

2-NDFL for employees

Go to the list of documents 1C 8.3 “2-NDFL for employees”. A separate document is created for each employee for a certain year. Click on the “Create” button.

In the window of the created document that opens, fill out the header. Here you need to fill in the following fields: year, organization and employee. The rest of the data will be filled in automatically. To update them, use the “Fill” button.

In the case when you need to generate this certificate in 1C 8.3 in the context of OKTMO/KPP codes and tax rates, indicate this in the “Generate” attribute. In this situation, you need to select the correct value in the “OKTMO/KPP” field, which is located below.

If you click on the question mark to the right of the “OKTMO/KPP” field, the program will notify you whether income is registered for this employee under the selected code. In the figure above, Igor Valentinovich Bulatov’s income for 2017 at checkpoint “123456789” was registered.

In the case where no income was found, the program note will look like the image below. In this case, income data will not be displayed.

The last tab contains the personal data of the employee for whom this 2-NDFL is being made. They can be edited directly in the document card. If they differ from those entered in the employee’s card, the program will give you a corresponding warning.

You can ignore this warning by making all the necessary changes to the document. We don't recommend doing this. In the event that incorrect data is included here, it is better to correct it directly in the employee’s card, so that in the future both here and in other documents there will only be correct data.

After checking all the data yourself, you can start the software check with the appropriate button and scan the document. Next, the 2-NDFL certificate itself is printed for the employee.

This form is Appendix No. 1 to Order of the Federal Tax Service of the Russian Federation No. ММВ-7-11/485@ dated October 30, 2015, as indicated in its header. It also states that this form is not intended for submission to the Federal Tax Service.

At the end of 2016, the Tax Service approved several new income and deduction codes. Their use in the 2-NDFL certificate is mandatory. The full list of new codes is given in the appendix to the order of the Federal Tax Service dated November 22, 2016 No. ММВ-7-11/633@.

Try to closely monitor new reporting releases and changes in legislation so that you can use only current reporting forms and calculation methods on time.

2-NDFL certificates for submission to the tax authority

This document is also located in the 1C “Taxes and Contributions” menu. Create a new document.

Let's move on to filling out the header. First of all, indicate the year and organization for which the reporting is being generated. Next, OKTMO and KPP are indicated when paying income. Here you also need to indicate the checkpoint and code of the Federal Tax Service, to which this report will be subsequently transferred.

The type of certificate in our case is “Annual reporting”. This field also has the value “On the impossibility of withholding personal income tax.”

The last step in filling out the header will be to indicate the type of certificate: original, corrective or canceling, indicating the correction number.

You can fill out the table part with employees automatically (the “Fill” button), manually, or by selection. For this example, we chose the first filling method.

When you click on any line of the completed line, a separate 2-NDFL certificate will be opened for each employee. This document is essentially a register of employee references.

Be sure to check all the data and post the document. In the future, you can download it or immediately send it to the regulatory authority (if you have the program configured accordingly). You can also print the document by selecting the appropriate item in the “Print” menu.

When printed in one report, certificates will be immediately generated for all employees selected in the document. They are almost identical to the one we formed in the previous example.

As you can see, there is nothing complicated here. The most important thing is to keep records correctly and monitor program updates.

Specialized offices, centers for the provision of accounting services. You can also enter into an agreement for accounting services with our organization. These services include personnel records management, payroll and the preparation of wage reports, including the preparation of certificates required by employees.

How to issue a certificate of earnings for calculating benefits in 1C ZUP?

Typically, this certificate is issued to a person upon dismissal, so that at the next place of work, the accountant can calculate the disability benefits due.

The earnings certificate confirms his income received for the previous two years, and indicates the days of incapacity for work for the same two years. This is important for calculating average earnings! You can draw up a certificate in 1C ZUP based on accrued wages.

Let's consider generating a certificate:

open the 1C ZUP database and select the “taxes” section,
find “Certificate of earnings for calculating benefits”,
Then we add a new certificate and a blank certificate opens in front of us to fill out.

We indicate the name of the organization in which the employee is employed, select the required employee from the list and in the billing period of the year that interests us.

As soon as the last name, first name, and patronymic are entered in the column, the table of income received for two years will immediately be filled in.

From the table data we can see how much income was received for each year. We check the “days of illness, child care” tab; if the employee was sick during this period or was on parental leave, then data about this will appear.

Next tab “data about the policyholder”

It must contain the organization's details:

name of the Social Insurance Fund branch in which the company is registered,
policyholder registration number,
subordination code,
supervisor,
telephone.

Then we open the tab “data about the insured person”, if during employment all personal data were entered into the database, in this tab all items will be filled in automatically (last name, first name, patronymic, SNILS, passport data and registration address in the Russian Federation). All these fields are required. We save the certificate and when opening the printed form we can make sure that the certificate is fully formed.

The certificate also needs to indicate the director, chief accountant and telephone number of the organization.

Most often, 2-NDFL certificates are issued to an employee upon dismissal, since they are required at the new place of work to enter initial data. But there are other cases when it is required. For example, in banks when obtaining loans.

In the 1C ZUP and 1C Enterprise Accounting programs (8.3), the certificate is generated in the form of a document and, accordingly, it can be printed. Let's look at step-by-step instructions on how to do this in each program.

Generating and printing a 2-NDFL certificate in the 1C 8.3 ZUP 3.0 configuration

In this configuration, you can generate two types of certificates:

2-NDFL for employees;
2-NDFL for transfer to the tax authorities.

Let's use the demo database that comes with the program. It already contains accruals and payments to employees, and it won’t be difficult for us to generate a certificate. Those who have a clean database will have to do it. I described how to do this in previous articles.

So, go to the “Taxes and Contributions” menu, then follow the link “2-NDFL for employees” and get to the list of certificates form. In this window, click the “Create” button. The form details that must be filled out are underlined with a red dotted line. In fact, this is the organization, employee and year for which the certificate is needed.

In the middle of the document there is a large “Fill” button. After filling out the necessary details, click on it. The program will fill out the document:

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I note that the document can be generated in the context of OKATO/KPP and tax rates or in a consolidated manner. To select an option, use the “Form” field. If you choose to print a certificate in the OKATO/KPP section, you must correctly fill in the relevant details below.

On the “Personal Data” tab, you can edit the employee’s personal data. If, after editing, the data differs from what was entered previously (for example, when applying for a job), the program will issue a warning. But the document can still be processed and printed.

To print the document, you need to click the “Income Certificate (2-NDFL)” button. As an example, part of the printed help form:

By the way! Now a new form of certificate 2-NDFL has been released in accordance with the order of the Federal Tax Service dated October 30, 2015 No. ММВ-7-11/485@. It must be used from 12/08/2015. If you haven't updated yet - . Releases with new certificate forms 1C ZUP - 3.0.25 (2.5.98), 1C accounting - 3.0.43 (2.0.65).

Please note that in the header of the document there is an entry “Not for transfer to the tax authority.”

That’s right, because we generated a 2-NDFL certificate for employees. Now let's see how to generate a similar certificate for the Federal Tax Service.

The generation of such certificates is carried out in paragraph 2-NDFL for transmission to the Federal Tax Service in the “Taxes and Contributions” section.

If you are studying the program in a demo database, then by clicking the “Create” button in the list form and then the “Fill” button (after filling in all the required details), you will see a list of employees, and not a form for filling out data for one employee.

Don't be alarmed, this is how it should be. If you record a document and click the “Print” button, you will see a list of forms for printing. The fact is that the tax office mainly (or in addition to the certificate) requires a register of certificates. It is in this document that it is formed, and you can print it. The register is attached to the file uploaded to electronic media.

To generate and upload a file, you need to click the “Upload” button:

If your organization has connected and configured the ability to upload reports via the Internet, you need to use the “Submit” button.

The printed form of the 2-NDFL certificate for each employee is practically no different from the above.

After the certificates are accepted by the tax authority, you need to check the “Certificates accepted by the tax authority and archived” checkbox. After this, the document will be marked with a “tick” in the list.

Help 2-NDFL in 1C Enterprise Accounting 3

If the policyholder is incorrectly specified, the program will display the following information message: “The document is intended for registering certificates of other policyholders of our employees!” In this case, the predefined element “Current employer” is selected as the policyholder from the directory. Please note that even if this element has been renamed, the error will remain. It is necessary to add a new element to the Employers directory. Based on this certificate, it is possible to generate a document “Request to the Social Insurance Fund for verification of the employer” (form approved by Order of the Ministry of Health and Social Development of Russia dated January 24, 2011 No. 20n).

Registration of a certificate of the amount of earnings for the calculation of benefits (incoming)

1c accounting 3.0 certificate of earnings for calculating benefits

It is also possible to enter data on income from a previous place of work into the document calculating benefits during parental leave in the 1C Salary information system. To perform this operation, you need to enter the document to determine the average level of income of the employee, which is located in the section of the menu dedicated to benefits, and enter the data from the certificate provided by the employee into the information entry form that opens. It is necessary to check that in the settings of the 1C ZUP information system a parameter is set that allows you to take into account payroll from previous employers.
As a rule, it is set by default, but can be changed during operation. Therefore, to make sure that all benefits will be calculated correctly, it is recommended to check it again.

The procedure for registering a certificate of benefits in 1s zup

Procedure for registering a certificate of benefits in 1C ZUP 08/30/2017 To register a certificate of income in the 1C Salary information system, which is used to determine the amount of various social payments and benefits, it is recommended to use a document called “Certificate for calculating benefits.” When filling it out, you should pay attention to the following points:

It is available in the Payroll section. You need to enter this section of the Salary and Personnel Management information system and create a new document.
It will automatically indicate the name of the organization, which is set in the 1C ZUP settings.

For example, temporary disability benefits are subject to personal income tax, but not insurance premiums, so they will be indicated in one certificate, but not in another. This certificate includes only the earnings on which insurance premiums are calculated. The “Days of illness, child care” tab is filled out if the employee had sick leave during the period of work.

You also need to check the “Data about the policyholder” and “Data about the insured person” tabs; all fields must be filled out. To print the help, there is a corresponding button at the bottom of the form. In order to enter into the program the data of certificates of previous policyholders, which are provided to you by employees, you need to go to the “Payroll calculation” tab and select the item “Certificates of other policyholders”.

Create a new document, select an organization and an employee.

Help for calculating benefits included in 1s 8 3 accounting

To register information from a certificate of earnings provided by an employee, to calculate benefits for temporary disability and maternity benefits, as well as to calculate monthly child care benefits, the document “Certificate for calculating benefits (incoming)” is used (section Salary - See. See also – Certificates for calculating benefits).

In the “Employee” field, select the employee who provided a certificate of earnings for the calculation of benefits (Fig. 1).
In the “Insured” field, select the previous policyholder, previously entered into the “Employers” directory (section Settings - Directories - Employers), who issued the certificate to the employee.
In the field “Period of work from...

After entering information about the previous employer, information about him and data from the certificate will be automatically taken into account when calculating various indicators necessary to determine the amount of social payments and benefits.

It is recommended that the document indicate the period of time during which the employee worked at the previous place of work.
The tabular part must be filled out on the basis of a certificate provided by the employee. The year for making calculations is set to the one for which data is available in the certificate. Earnings – all income that was received at the employee’s previous place of work and for which contributions to extra-budgetary funds were accrued (primarily to the Social Insurance Fund for the formation of sick leave benefits and maternity leave).

Answers to questions about 1C programs Question: How to enter information about earnings from a previous employer to calculate benefits in “1C: ZUP 8” (rev. 3)? Answer: Calculation of benefits and social payments To calculate benefits, information about earnings from the previous employer is recorded in the document “Certificate for calculating benefits (incoming)” (section Salary - See also - Certificates for calculating benefits). You can also enter this information directly in the “Sick Leave” document (Fig. 1) (section Salary – Sick Leave or section Salary – Create – Sick Leave):

On the “Main” tab, when you click on the “Change data for calculating average earnings” button, the “Entering data for calculating average earnings” form opens. In this form, click on the “Add help from previous” button.

Errors - Description of solutions to errors in 1C: ZUP 8 - Certificate of another policyholder on earnings Certificate of another policyholder on earnings Question: How can I enter in salary 8 a certificate issued to an employee about his earnings by another policyholder? Answer: In the 1C: Salary and Personnel Management program there is a separate document “Certificate of another policyholder on earnings”, intended specifically to reflect certificates of income received from previous employers (policyholders) provided by employees. The data from the entered documents is used for further calculation of sick leave and child care benefits. Entering a certificate of earnings is carried out through the menu Salary calculation by organization → Absences → Certificates of other policyholders on earnings, where the parameters indicate the employee, the policyholder, period of work, billing years and, in fact, earnings.

It is also necessary to reflect the number of days of illness or leave for child care and other reasons when the employee was absent from work, but his wages were accrued.

After filling out all the details, the document should be posted, saved and closed.

If necessary, information about income from your previous place of work can be entered directly into the sick leave certificate, which is also issued in 1C Salary. This document is intended to determine the amount of benefits for the period of illness, and for this, information is required on the income accrued to the employee by the previous employer. To enter the required information, you should start the procedure for changing data in the document to calculate the average income level by clicking the button of the same name.
Next, you need to add a certificate from the previous employer and fill it out based on the document provided by the employee.