Creating, Viewing, and Updating Online Tax Statements

Tax Statement CHE Page

GPCH_RC_TX07

Create PDF files for tax statements (when the XML file was created through the dashboard).

GPCH_LAW_DATA

Set attributes for LAW creation

Override Tax Statement CHE Page

GPCH_IF_TX07

View tax statements online.

Apply context language

Print in the employee’s language.

Date Option

The regular mode is Yearly Report. You can, however, choose Date Range. This option is not supported for Print Only mode, however.

If you select Yearly Report, the system displays the Pay Year field. If you select Date Range, the system displays the From Date ad To Date fields.

Pay Year

Enter the pay year.

From Date and To Date

Enter the date range for which you want to create a tax statement.

Pay Entity

Select the pay entity for which you want to create a tax statement.

Domain ID

Select the domain ID for which the XML was created.

SetID

Select a set ID if you only want to print statements for a certain department.

Department

Select a department if you only want to print statements for a certain department. In this case you need to also select a set ID.

Issued Date

If you want to override the creation date in the Form field I Ort Datum, enter a date in this field. To do this should have already selected overrides in Sender Details on the company level. If you don't want to override, leave this field blank.

Run Type

Select Print (recommended). The Interface run type is used for testing purposes and the creation of special tax statement scenarios.

Split

This option is not supported for the Print run type. Depending on the expat status, the tax statement can be split by expat status periods. This option is used primarily for testing purposes and the creation of special tax statement scenarios.

Include Pending Calculations

This option is not supported for the Print run type. In Interface mode selecting this option would include pending calculations, not finalized periods. This option is primarily available to support testing.

Sort Criteria

Select the fields that you want the system to use to sort the data.

Company, Canton, and Empl ID

Select the company, canton, and employee IDs for the statement that you want to print.

Canteen G

Override Check box G. Values are:

• Always

• Default

• Follow Accumulator

• Never

Free Transportation F

Override Check box F. Values are:

• Always

• Default

• Follow Accumulator

• Never

Expenses 13.1.1

Override Check box 13.1.1. Values are:

• Always

• Default

• Follow Accumulator

• Never

Expenses 13.1.2

Override Check box 13.1.2. Values are:

• Always

• Default

• Follow Accumulator

• Never

Canton

Override canton of residence

Statement A/B

Override tax statement / Pension Statement (default ‘Tax’). Values are:

• A

• B

• Default

Address type

Override source of address (default ‘HOME’)

Print Option

Override Check box G, Values are:

• Always

• Never

• If not zero (default value)

Remarks

Track reason of override (not transferred to XML)

Action

Add, suppress or update generated messages. Values are:

• Additional

• Do not process

• override

Message Nbr

Prompts for existing messages ( 1 to 9001)

Message Text

Defaults to setup text, overwritable as of setup

Canton

Fills canton in message (e.g.in message 1)

From Date

Fills from date in message (e.g. in message 1)

Amount 1

Fills amount in message (e.g. in message 7)

Company

Fills company in message (e.g. in message 5)

From date

Begin of Period to consider Status

To date

End of Period to consider Status

Status

Defines whether period is ignored or split. Values are:

• Ignore

• Split