An off-budget fund defines the tax base from which the Consolidated Social Tax (CST) deductions are calculated. You can view information on payments to off-budget funds by using the Payments to off-budget fundsform.

1. Click Staff accounting> Income tax> Payments to off-budget funds.

2. In the left pane, select an employee to view the employee's tax base details and Single Social Tax (SST) payments for calculation periods.

3. In the Totals for the periodfield group, review details about the complete tax base and the overall sum of payments to all funds for the selected employee.

4. Click the Deductions and reliefstab to view the codes and amounts of deductions and benefits made during the accounting period.

5. In the left pane, select the name of the employee to view the details of payments to off-budget funds.

6. Click Recalculation> Recalculation of the currentto recalculate the payments to off-budget funds for the selected employee, or click Recalculation > Recalculation of allto recalculate the payments to off-budget funds for all employees.

7. Click Print> Individual card of amounts payableto print the Individual card of amounts payablereport.

8. Press CTRL+S or close the Payments to off-budget fundsform.

9. Click Staff accounting> Income tax> Funds totalsto open the Payments to off-budget funds (totals)form to view the total data for calculating payments to off-budget funds.

10. Click the Overviewtab to view information about the tax base and CST payments for each accounting period for all funds. The upper portion of the form shows the complete tax base, payments for CST for the current fund for the taxation period, and the overall amount of payments to all off-budget funds for the period.

11. Click the Deductions and reliefstab to view information about the amounts of payments for which benefits must be provided, and amounts of benefits per benefit code.

12. Click Staff accounting> Income tax> Pension fund export> Export personal datato open the Export of personal data for Pension fundform. Use this form to export personal data to the pension fund.

13. In the Directoryfield, select or enter the path to the file for creating the export text file.

14. In the Employeefield, select the code, or range of codes, of those employees with data to be exported by clicking Select.

    Note
    If the Employeefield is empty, the operation will be carried out for all employees.

15. Click OK.

    Note
    When you click OK, a message will be displayed to indicate either successful data export or export errors, with an explanation of the export errors for each employee.

16. Click Staff accounting> Income tax> Pension fund export> Export of individual datato open the Export payroll data of insured persons for Pension fundform. Use this form to export individual data to the pension fund.

17. In the Directoryfield, select or enter the path for creating the export text file.

18. Select the type of individual data to be included in the Form Typefield.

19. Select the Earningscheck box and the Senioritycheck box to export data on earnings and experience of employees.

20. In the Employeefield, select the code, or range of codes, of those employees with data to be exported by clicking Select.

    Note
    If the Employeefield is left empty, the operation will be carried out for all employees.

21. Click OK.

    Note
    When you click OK, a message will be displayed to indicate either successful data export or export errors, with an explanation of the export errors for each employee.