Create a Statutory Deductions and Reporting Card for the Netherlands

This example demonstrates how you can create a personal calculation card for a Dutch employee.

This table summarizes key decisions for this scenario:

Decisions to Consider	In This Example
Will calculation card be created manually?	Yes
Will employee have multiple employment terms?	Yes. The employee has two employment terms with the same tax reporting unit (TRU)
What TRU handles reporting for this card?	InFusion TRU-NL
Will multiple sector funds apply to the TRU?	Yes
Will associations be created manually?	Yes
Will both employment terms be associated with the same sector fund?	No. Each set of employment terms is associated with a different sector fund, but both sector funds are defined for the same TRU.
What sector funds are defined for InFusion TRU-NL?	10 - 01 Metal industry 1 - 01 Agrarian business, short

Before You Start

1. Complete the new hire process for the employee.

2. Ensure that the employee has a payroll relationship with two employment terms and each term is assigned to the same payroll.

3. Ensure that sector funds, 10 - 01 Metal industry and 1 - 01 Agrarian business, short, are defined for InFusion TRU-NL in the TRU calculation card.

Create the Calculation Card

1. Select Manage Personal Calculations from the Payroll Administration or Payroll Calculation work area.

2. On the Person Search page, complete the fields, as shown here:

   Field	Value
   Name	Martijn, Lorissa
   Legislative Data Group	NL LDG
   Process Date	Current Date

3. Click Search to display a list of matching payroll relationships.

4. Click on the record for Lorissa Martijn.

   Note: A person can have multiple payroll relationships. In this example, only one payroll relationship exists for the person.

5. Click Create.

6. On the Create Calculation Card window, select Statutory Deductions and Reporting in the Name field and click Continue.

   Note: When you create the calculation card, the Wage Report component, Social Insurance component, and the Tax component are automatically created.

Create TRU Association in Tax Component

When the calculation card is created, you must associate the card with a TRU.

1. In the Calculation Card Overview section, click Taxes.

2. Select Tax in the calculation component tab.

3. Select Edit, and Correct.

4. In the Update Calculation Component window, select the Tax Reporting Unit as InFusion TRU-NL.

5. Click OK.

6. Click Save.

   Note: A calculation card and all the employment terms in the card must be associated only with one TRU.

Update Tax Calculation Component

The Tax calculation component and the Standard-Rate Tax component details are automatically created when you create the calculation card.

1. Select the Tax calculation component.

2. Expand the Standard-Rate Tax component details

3. Complete the required fields as shown here:

   Field	Value
   Income Code	15 - All other wage employees
   Tax Type	0 - Standard tax
   Tax Table	White table
   Payroll Period	2 - Monthly
   30% Rule	No
   Student Taxation Rate	No
   Daily Table Applied	No

   Note: You must either select a nonstandard tax code or specify values for Tax Type, Tax Table, and Payroll Period for a standard tax code.

4. Click OK.

5. In the Calculation Components, click Create.

6. Complete the required fields as shown here:

   Field	Value
   Calculation Component	Special-Rate Tax
   Parent Calculation Component	Tax

7. Click OK. The Special-Rate Tax calculation component and calculation component details are created.

8. Expand the Special-Rate Tax calculation component details.

   Field	Value
   Use Beneficial Rule	No

9. Click Save.

   Note: There can only be one instance of the Tax calculation component, Special-Rate Tax calculation component, Standard-Rate Tax calculation component details, and Special-Rate Tax calculation component details.

Create Social Insurance Components

The social insurance component is automatically created when you create the calculation card. The Social Insurance Information component details and Subsidies and Discounts component details are also automatically created. You must create the Sector Fund WW calculation component.

1. In the Calculation Card Components section, click Create.

2. Select Sector Fund WW.

3. Complete the required fields as shown here:

   Field	Value
   Parent Calculation Component	Social Insurance
   Sector Fund	10 - 01 Metal industry

4. Click OK.

5. In the Calculation Card Components section, click Create.

6. Select Sector Fund WW, and complete the fields as shown here:

   Field	Value
   Parent Calculation Component	Social Insurance
   Sector Fund	1 - 01 Agrarian business, short

7. Click OK.

   You must associate the employment terms with the Sector Fund WW calculation component. In this example, each employment terms is associated with a different Sector Fund WW calculation component.

8. In the Association Details section, click Create.

9. On the Create Association Details window, complete the fields as shown here:

   Field	Value
   Employment Terms Number	ET955169008166252
   Calculation Component	Sector Fund WW - 1 - 01 Agrarian business, short

10. In the Association Details section, click Create.

11. On the Create Association Details window, complete the fields as shown here:

    Field	Value
    Employment Terms Number	ET955169008166300
    Calculation Component	Sector Fund WW - 10 - 01 Metal industry

12. Click OK.

Update Social Insurance Component Details

The Social Insurance Information component detail and Subsidies and Discounts component details are automatically created.

1. In the Calculation Card Overview section, select Social Insurance.

2. In the Calculation Component Details tab, select Social Insurance Information component details.

3. Complete the required fields as shown here:

   Field	Value
   WAO Insured	Yes
   WW Insured	Yes
   ZW Insured	Yes
   ZVW Insured	C - Insured, regular rate
   Tax and SI Work Schedule	Full-time

4. Expand the Subsidies and Discounts section.

5. Complete the required fields as shown here:

   Field	Value
   Wage Tax Discount	Yes
   Holiday Coupon Days	19 Days or less

   Note: There can be only one instance of the Social Insurance calculation component and Social Insurance Information calculation component details.

6. Click Save.

Update Wage Report Component

The Wage Report component is automatically created when you create the calculation card.

1. In the Calculation Card Overview section, select Reporting Information.

2. In the Calculation Components section, select Wage Report Information.

3. Complete the required fields as shown here:

   Field	Value
   Contract Type	Unlimited Contract
   Temporary Worker Labor Code	0 - Unknown or not applicable

   Note: You can have only one instance of the Wage Report component in a calculation card.

4. Click OK.

5. Click Save and Close.