Guidelines for Updating Tax for Dutch Statutory Deductions and Reporting
The Tax card component records an employee’s standard-rate and special-rate tax information, this includes their tax code, income code, and previous year’s special-rate income.
The Tax card component uses a single flexfield context which is loaded using the Component Detail record type.
Card Component Attributes for Tax
| HCM Data Loader Attribute | Alternative User Key Attributes | Functional Description |
|---|---|---|
| SourceSystemId | CardSequence, ComponentSequence, AssignmentNumber, DirCardDefinitionName, LegislativeDataGroupName, DirCardCompDefName | A unique identifier for the Tax card component. For new card components supply the source key attributes. You can also identify card components with the user key attributes. |
| SourceSystemOwner | N/A | The name of the source system owner used to generate the source system ID. |
| LegislativeDataGroupName | N/A | The name of the legislative data group for the card component definition. |
| DirCardId(SourceSystemId) | CardSequence, AssignmentNumber, DirCardDefinitionName, LegislativeDataGroupName | The parent Statutory Deductions and Reporting calculation card
should be identified by using the same key type used to identify the
calculation card. When using source keys, supply this attribute with the value supplied for the calculation card’s SourceSystemId attribute. Otherwise, supply the user key attributes with the same values as the parent calculation card. |
| EffectiveStartDate | N/A | The start date of the Tax card component, typically the employee’s start date. This must be the same as the EffectiveStartDate on the Statutory Deductions and Reporting calculation card. |
| EffectiveEndDate | N/A | The end date is optional for the card component |
| DirCardCompDefName | N/A | The component definition name. Specify ‘Tax’. |
| ComponentSequence | N/A | The number to uniquely identify the Tax card component when multiple PAYE card components exist. Not required when the source key is used to identify the card component. |
| Context1 | N/A | The name of the TRU with which the card must be associated. |
Component Detail Attributes for Tax
The Tax card component uses a single flexfield context. In addition to the attributes defined here, include the necessary flexfield segment attribute values for this flexfield context:
- Standard-Rate Tax (HRX_NL_STD_TAX)
| HCM Data Loader Attribute | Alternative User Key Attributes | Functional Description |
|---|---|---|
| SourceSystemId | CardSequence, ComponentSequence, DirInformationCategory, LegislativeDataGroupName, AssignmentNumber, DirCardDefinitionName, DirCardCompDefName | A unique identifier for the component detail. For new component detail records supply the source key attributes. You can also identify card components with the user key attributes. |
| SourceSystemOwner | N/A | The name of the source system owner used to generate the source system ID. |
| LegislativeDataGroupName | N/A | The name of the legislative data group for the card component definition. |
| DirCardCompId(SourceSystemId) | CardSequence, ComponentSequence, AssignmentNumber, DirCardDefinitionName, LegislativeDataGroupName, DirCardCompDefName |
The parent Tax card component should be referenced using the same key type used to identify the parent record. When using source keys, supply this attribute with the value supplied for the card component’s SourceSystemId attribute. Otherwise, supply the user key attributes with the same values as the parent card component. |
| EffectiveStartDate | N/A | The start date of the component detail, or update to the component detail if you are providing date-effective history. This must be after or equal to the EffectiveStartDate provided for the Tax card component. |
| EffectiveEndDate | N/A | The optional end date of the component detail, or if you are providing date-effective history the last day of the date-effective changes. |
| DirCardCompDefName | N/A | The name of the card component this detail is for. This is used to identify the flexfield context and should be supplied even when a source key is used to identify the parent card component. |
| DirInformationCategory | N/A | The code for the flexfield context, such as ‘HRX_NL_STD_TAX’. Flexfield context codes are visible on the Flexfield Attributes tab of the View Business Objects task. |
| FLEX:Deduction DeveloperDF | N/A | Supply the same value as for the DirInformationCategory attribute. |
Example of Updating Tax
This example updates the existing Tax card component for employee assignment E1212 on the 1st January 2021. User keys are provided on the assumption that the Statutory Deductions and Reporting card was auto generated and therefore the source key values are unknown.
The following flexfield segments are updated for the Standard-Rate Tax context:
| Field | Value |
|---|---|
| Income Code | AOW allowance (22) |
| Tax Type | Social insurance only (3) |
| Tax Table | Green table (2) |
| Payroll Period | 2 - Monthly (2) |
The CalculationCard.dat file is used to upload the Tax card component information with HCM Data Loader.
METADATA|CalculationCard|LegislativeDataGroupName|DirCardDefinitionName|EffectiveStartDate|AssignmentNumber|CardSequence
MERGE|CalculationCard|NL LDG|Statutory Deductions and Reporting|2020/01/01|E1212|1
METADATA|CardComponent|LegislativeDataGroupName|DirCardDefinitionName|EffectiveStartDate|AssignmentNumber|DirCardCompDefName|CardSequence|ComponentSequence
MERGE|CardComponent|NL LDG|Statutory Deductions and Reporting|2020/01/01|E1212|Tax|1|1
METADATA|ComponentDetail|LegislativeDataGroupName|DirCardDefinitionName|EffectiveStartDate|AssignmentNumber|DirCardCompDefName|CardSequence|ComponentSequence|DirInformationCategory|FLEX:Deduction Developer DF|_INCOME_CODE(Deduction Developer DF=HRX_NL_STD_TAX)|_TAX_TYPE(Deduction Developer DF=HRX_NL_STD_TAX)|_TAX_TABLE(Deduction Developer DF=HRX_NL_STD_TAX)|_PAYROLL_PERIOD(Deduction Developer DF=HRX_NL_STD_TAX)
MERGE|ComponentDetail|NL LDG|Statutory Deductions and Reporting|2021/01/01|E1212|Tax|1|1|HRX_NL_STD_TAX|HRX_NL_STD_TAX|22|3|2|2