Updating Annual Tax Adjustments

Page Name

Definition Name

Usage

Define Prior Employer Data MEX Page

GPMX_OTH_ER_TBL

Enter all Form 37 information about a new employee hired in the middle of the year.

Specify No Year-End Adj MEX Page

GPMX_EE_NO_ADJ

Identify all payees who are not eligible for an annual tax adjustment.

Form 37 Additional Data MEX Page

GPMX_FORM37_ADD

Add information about share earnings and travel expenses for individual employees that will appear on Form 37.

Employees Without Subsidy MEX Page

GPMX_MAINT_SUB_EE

Enter the selection criteria that you want to generate a list of matching employees that have a non-subsidy period for the dates that you entered in the date fields.

Maintain Employee Subsidy MEX Page

GPMX_MAINT_SUB_EE

Enter the begin and end dates that indicate the non-subsidy periods for the employee.

Employment subsidies are paid only once for multiple jobs. To indicate whether the employer will pay employment subsidies to employees in specific jobs, PeopleSoft has added new functionality to determine whether the payroll should calculate employment subsidies or not.

In addition, PeopleSoft has developed a set of rules to calculate employer subsidies. We have also added effective dating to existing elements to inactivate tax credits and new elements to corresponding sections. The limit for annual adjustment has been raised to 400,000 MXN. We also added new functionality to the General Parameters page for subsidy methods.

Users can now indicate by employee record if the subsidy should not be calculated because it's already being calculated somewhere else. The default, however, is to pay everyone the employment subsidy unless a manager or administrator has created a record on the Maintain Employee Subsidy MEX page for an employee. The page includes date parameters for when the employee may not receive a pay subsidy.

Use the Define Prior Employer Data MEX page (GPMX_OTH_ER_TBL) to enter all Form 37 information about a new employee hired in the middle of the year.

Navigation:

Global Payroll & Absence Mgmt > Payee Data > Taxes > Define Prior Employer Data MEX

This example illustrates the fields and controls on the Define Prior Employer Data MEX page. You can find definitions for the fields and controls later on this page.

 Define Prior Employer Data MEX page

Field or Control

Description

Employer

Enter the name of the previous employer.

Earning/Deduction Code

Select the type of earning or deduction that appears on the Form 37.

Amount

Enter the amount of the specific earning or deduction.

Use the Specify No Year-End Adj MEX page (GPMX_EE_NO_ADJ) to identify all payees who are not eligible for an annual tax adjustment.

Navigation:

Global Payroll & Absence Mgmt > Payee Data > Taxes > Specify No Year-End Adj MEX

This example illustrates the fields and controls on the Specify No Year-End Adj MEX page. You can find definitions for the fields and controls later on this page.

 Specify No Year-End Adj MEX page

Field or Control

Description

Insert Data

When you select Insert Data, the system will populate a list of employees who earned more than the government-allowed income limit that is indicated in theEarned More Than field.

Company

Select the company for which the payees work.

Earned More Than

Enter the government-allowed income limit.

EmplID

Select employees who will not be included in the annual tax adjustment process.

Adjustment Type

Define the adjustment type for the payee. Values are Self Presentation and Terminated & Rehired.

Use the Form 37 Additional Data MEX page (GPMX_FORM37_ADD) to add information about share earnings and travel expenses for individual employees that will appear on Form 37.

Navigation:

Global Payroll & Absence Mgmt > Payee Data > Taxes > Form 37 Additional Data MEX

This example illustrates the fields and controls on the Form 37 Additional Data MEX page. You can find definitions for the fields and controls later on this page.

 Form 37 Additional Data MEX page

Field or Control

Description

Employee ID, Name, Empl Rec Nbr, andCompany

This information is display only. The system transfers this information from the previous page when you click Add.

Share Earnings and Travel Expenses

Field or Control

Description

Year

Enter the year in which the employee incurred share earnings and travel expenses.

Share Market Value

Enter the market value of the shares that the employee owns.

Share Option Price

Enter the option price of the shares that the employee owns.

Retained ISR

Enter the tax rate that the state will retain when the options are exercised.

Travel Expenses

Enter the expenses the employee incurred when traveling.

IDE

Enter IDE information.

Voluntary Contributions

Field or Control

Description

Voluntary Contributions Amount

Enter the total voluntary contributions for the retirement of the payee

Already considered during Tax

Select to indicate that the employer already applied the voluntary contribution amount to the payee's tax calculation.

EE Deductible Amount (employee deductible amount)

Enter the payee's portion of the deductible amount of voluntary contributions.

ER Deductible Amount (employer deductible amount)

Enter the employer's portion of the deductible amount of voluntary contributions.

Use the Employees Without Subsidy MEX page (GPMX_MAINT_SUB_EE ) to enter the selection criteria that you want to generate a list of matching employees that have a non-subsidy period for the dates that you entered in the date fields.

Navigation:

Global Payroll & Absence Mgmt > Payee Data > Taxes > Employees Without Subsidy MEX

This example illustrates the fields and controls on the Employees Without Subsidy MEX page. You can find definitions for the fields and controls later on this page.

 Employees Without Subsidy MEX page

Selection Criteria

Field or Control

Description

EmplID From (employee ID from) andEmplID To (employee ID to)

You can use these fields together or separately to generate a list of employees that do not qualify for a subsidy. Click Select Matching Employees.

Date From andDate To

Enter the period in which you want to view employee that do not qualify for a subsidy. Click Select Matching Employees.

Pay Group

Select a pay group and then click Select Matching Employees to generate a list of employees that do not qualify for a subsidy.

Select Matching Employees

Click to generate a list of employees that match the selection criteria you entered.

Clear

Click to clear the fields in the Selection Criteria group box.

Employee List

This section displays the employees that match the selection criteria that you entered in the top portion of the page. They appear after you click Select Matching Employees. You can also add employees to the list by clicking theAdd button. If you use this method, the Add Employee Subsidy Information page appears and you can use theEmployee ID field to select employee that you want to add to the list.

Use the Maintain Employee Subsidy MEX page (GPMX_MAINT_SUB_EE ) to enter the begin and end dates that indicate the non-subsidy periods for the employee.

Navigation:

Global Payroll & Absence Mgmt > Payee Data > Taxes > Maintain Employee Subsidy MEX

This example illustrates the fields and controls on the Maintain Employee Subsidy MEX page. You can find definitions for the fields and controls later on this page.

 Maintain Employee Subsidy MEX page

After you select the employee from the search page, the system displays the page shown above. You can also access this page by clicking the Add button from the Employees Without Subsidy MEX page.

Field or Control

Description

Begin Date andEnd Date

Enter the begin and end dates in which the employee does not qualify for a subsidy. Click Save.

Note: You can add or delete periods by clicking the Add a new row orDelete row buttons.