You can view an employee's calculated income tax, the value of their third-party income, and Forms 1-NDFL and 2-NDFL in the Income taxform.

1. Click Staff accounting> Income tax> Income taxto open the Income taxform.

2. In the left pane, on the Overviewtab, select an employee.

3. In the Totals for the periodfield group, view the employee's accumulated total from the beginning of the year, broken down by income groups per period.

4. In the right pane, click the Generaltab to view the employee's income tax calculations for future periods.

5. In the Tax for reimbursementfield, view the total amount of tax settled to the profit account when calculating dividends.

6. In the Future period Taxfield, view the projected individual income tax for future periods.

   Note
   You must select Month in which the profit was madeas the employee future tax calculation method on the Future period Taxtab in the Tax calculation settingsform to use this field.

7. In the Repaidfield, view the total tax debt settled for previous tax periods.

   Note
   The income tax amount due at the end of the year for a private employee comprises two parts. One portion is tied to the employee's future income tax calculation – calculation of leave periods and medical certificates, carried over to the next tax period. Other portion is the debt created due to changes made in the individual income tax calculation parameters after close of the tax period.

8. In the Future period's repaymentfield, view the amount of settled income tax that were calculated in the previous tax periods..

9. In the Transferred to STIfield, enter the amount of tax penalty transferred to the Tax Office, if necessary.

10. Click the Totalstab to view summary data for the tax period. You can view the summary data at the end of the tax period, broken down by income types received by the employee.

    Note
    The fields on this tab cannot be modified.

11. Click Recalculation> Recalculation of the currentto recalculate the accrued income tax for the selected employee.

    –or–

    Click Recalculation> Recalculation of allto recalculate accrued income for all employees.

12. Click Print> Form 1 - NDFLto open the Personal incomes reference (NDFL-1)form.

13. In the Calculation periodfield, enter the month and year of the income tax calculation period.

    Note
    By default, the current calculation period is displayed. In the Employeefield, view the identification code of the employee selected in the Income taxform.

14. Click OKto print the Form 1-NDFL.

15. In the Income taxform, click Print> Form 2 - NDFLto open the Natural person income certificate (NPIC-2)form.

16. In the Calculation periodfield, enter the month and year of the income tax calculation period.

    Note
    By default, the current calculation period is displayed. In the Employeefield, view the identification code of the employee selected in the Income taxform.

17. In the Income group codefield, select the income group for which to create the report.

    Note
    If the Income group codefield is left empty, the report will be created for all income groups.

18. In the Official namefield, enter the full name of the employee responsible for creating the report.

19. In the Positionfield, select the position of the employee responsible for creating the report.

20. Click OKto print the Form 2 - NDFL.

21. Press CTRL+S or close the form.