1. How do I set up source tax calculations for France?
  2. Load Tax Rates File

Load Tax Rates File

A process is delivered to allow loading the file (CRM Nominatif) which is provided by the France Tax Authorities (DGFip) as a response to the monthly DSN.

This file will be provided by Reporting Establishment and contains at a high level:

  • File Identifier Information (CRM ID)
  • Employee Identifier Information
  • Current month Tax Rate
  • Optionally future tax rates

The process will load the content of the file to a Calculation Card at payee level.

Prepare the Tax Rates File

The CRM Nominatif file needs to be downloaded from the Net-Enterprise portal and will need to be placed in UCM. The UCM Content ID should be recorded for use in the Load Inbound PAS file flow (below)

Execute the File Load Process

To load the tax rates file:

Fastpath: My Client Groups > Payroll > Submit a Flow
  1. Select the appropriate Legislation Data Group and flow as Load Inbound PAS File.
  2. Select the file to be loaded by specifying the UCM Content ID.
  3. The flow will submit the following tasks:
    • Upload Inbound Data: Takes the file from UCM and loads it into the Inbound tables.
    • Validate Inbound Data:
      • Goes through each record in the inbound table and matches against Fusion data (e.g., National Identifier)
      • Uploads the XML to pay_file_details to allow for anomalies report to be produced.
    • Report Inbound Data: Generates report showing each record from the inbound table and any validation issues.
    • Report Anomalies: Generates anomalies report, to list all anomalies provided from incoming file.
    • Report Organization Summary: Generates a rolling 12-month summary of all loads done for the organization, listing the file identifiers and the number of records loaded.
    • Generate and Process File: Generates HDL file based on the content of the inbound table.
    • Transfer HDL: Passes the generated dat (zip) file to the HDL framework to load the file into Inbound tables.

Control Reports for Tax Rate File Inbound Process

The process of loading the Tax Rate File will generate three control reports:

  1. Report Inbound Data (PAS Audit CSV Report.txt): Provides one line for each payroll relationship that gets updated.
  2. Report Anomalies (PAS Anomalies CSV Report.txt): Lists out each anomaly as found in the incoming file.
  3. Report Organization Summary (PAS Summary CSV Report.txt): Produces a 12-month rolling list of file loads done and number of records created.