Where in 1s 7 help 2 personal income tax. Accounting info
The 2-NDFL certificate is required for employees in various cases, both upon dismissal (to be provided at a new place of employment) and to confirm the level of income when applying to banks for loans. In the 1C program, this certificate is formed by a document with the possibility of printing, and you can get it from two programs.
Formation and printing of certificate 2-NDFL in the program 1C 8.3 ZUP 3.0
Using this configuration, a certificate can be generated for an employee or submitted to the tax authorities.
You can use the demonstration base, where there are records of all accruals to employees. Creating help in this case is not difficult. For owners of a "clean" database, you will initially need to recruit an employee and arrange for him to pay salaries.
To generate a certificate, you must select the section "Taxes and contributions" - "2-personal income tax for employees" - "Create". All columns with a red underline are subject to filling. It will be required to indicate the organization, specific employee and the period of the document formation.
After the data is entered, it remains to click on the "Fill" button, after which the system will fill out the document.
The formation of the document is possible in the context of OKATO / KPP. The option is selected through the “Generate” column. If it is necessary to print in the context of OKATO / KPP, users are required to fill in all the details in the correct way.
Making changes to the personal data of an employee is possible through the tab "Personal data". In cases where the data being edited is different from the original, the system gives a corresponding notification, but does not enter a print lock.
The printout is carried out by the button “Income statement (2-personal income tax). She looks as follows.
You may notice that in the heading of the document there is a mark “Not for transfer to the tax authority”. Thus, such a certificate is intended solely for issuance to employees.
When preparing a certificate for transfer to the tax authorities, when choosing a section, you must select the option “2-PIT for transfer to the IFTS”. If you use the demonstration base for training, you can notice one feature, when forming the document after filling in, the information on the list of employees, and not one specific person, will be displayed in the tabular section.
This is explained by the fact that for the tax authorities in most cases a register of certificates is transmitted. At the same time, the program offers several available forms when printing, while the registry is created for documents in electronic format.
To create and upload a file, the user is required to click on the “Upload” button.
If your organization has settings that allow you to transfer this data over the Internet, you need to use the "Send" button. As for the printed form, it does not have significant differences from the help form of the first type.
After all the certificates have been submitted to the IFTS and accepted there, it is required to check the box “The certificates have been accepted by the tax authority and archived”.
Reference 2-NDFL in 1C: Accounting
The creation of 2-personal income tax certificates in this configuration does not differ in its set of actions from the processes implemented in the Salary and Personnel Management 3 program. It can be assumed that the creators of 1C program simply copied the module for two programs.
Access to certificates in the program is carried out through the “Salary and Personnel” section, where there is a link “2-NDFL for employees”. The situation is identical with information for tax authorities.
How to create a 2-NDFL certificate in 1C Accounting 8.3?
Most often, 2-NDFL certificates are issued to an employee upon dismissal, as they are required at a new place of work to enter the initial data. But there are times when it is required in other cases. For example, in banks when receiving loans.
In the programs 1C ZUP and 1C Accounts department (8.2 and 8.3), the certificate is formed in the form of a document and, accordingly, it can be printed. Let's see how to do this in each of the programs.
Formation and printing of certificate 2-NDFL in configuration 1C 8.3 ZUP 3.0
In this configuration, you can create help of two types:
- 2-personal income tax for employees
- 2-personal income tax for transfer to the tax authorities
We will use the demo database, which is supplied with the program. It already has accruals and payments to employees, and it will not be difficult for us to generate a certificate. Those who have a clean database will have to hire an employee and make him payroll.
So, we go to the menu "Taxes and contributions", then go to the link "2-personal income tax for employees" and get into the form of a list of references. In this window, click the "Create" button. Details of the form, which must be filled in, are underlined with a red dotted line. In fact, this is the organization, employee, and year for which help is needed.
In the middle of the document is a large "Fill" button. After filling in the necessary details, click on it. The program will fill in the document:
Note that the document can be generated in the context of OKATO / KPP and tax rates or consolidated. To select an option, use the “Generate” field. If you select the certificate print in the context of OKATO / KPP, you need to correctly fill in the appropriate attribute below.
On the tab "Personal data" you can edit the personal data of the employee. If after editing the data will differ from the previously entered (for example, when applying for a job), the program will issue a warning. But the document can still be held and printed.
To print the document, you need to click the "Income statement (2-PIT)". Here is an example, part of the help form:
Note! A new form of certificate 2-NDFL has been issued in accordance with the order of the Federal Tax Service dated 10.30.15 No. MMV-7-11 / [email protected] It must be used from 12/08/2015.
Please note that the entry “Not for transfer to the tax authority” is present in the header of the document.
That's right, because we formed a 2-personal income tax certificate for employees. Now let's see how to generate a similar certificate for the IFTS.
The formation of such certificates is made in paragraph 2-NDFL for transfer to the IFTS in the section "Taxes and contributions".
If you study the program in the demo database, then clicking on the button in the form of the “Create” list and then clicking on the “Fill in” button (after filling out all the required details), you will see a list of employees, not a form, to fill out data for one employee.
Do not be alarmed, it should be so. If you write down the document and click the "Print" button, you will see a list of forms for printing. The fact is that the tax registry basically (or past a certificate) requires a registry of certificates. Just in this document it is formed and you can print it. The registry is attached to the file uploaded to electronic media.
To create and upload a file, you need to click the "Upload" button:
If your organization is connected and configured to upload reports via the Internet, you need to use the "Send" button.
The printed form of the 2-NDFL certificate for each employee practically does not differ from the above.
After the certificates are accepted by the tax authority, you need to check the box “The certificates are accepted by the tax authority and archived.” After that, the document will be marked with a tick in the list.
Reference 2-NDFL in 1C Accounting 3
The formation and printing of certificates 2-PIT in this configuration is not much different from the same process in the program "Salary and personnel management 3". One gets the impression that this module was written by 1s programmers simultaneously for accounting and payroll, which, in general, is fair.
In this section we indicate where the certificate 2-NDFL in 1C Accounting. Filling out the documents should not cause questions, it is similar to the above.
To enter the “2-personal income tax for employees” list form, go to the “Salary and Personnel” menu, followed by the corresponding link. For the formation of certificates for the IFTS all the same.
Based on materials: programmist1s.ru
2 PIT is issued to employees in two cases: upon dismissal and upon request. After an employee of the organization made such a request, the accountant has three days to make a reference 2 of the personal income tax. The most common accounting program is 1C ZUP or Accounting. Typically, an organization has one of two versions of these configurations connected: 8.2 or 8.3. Consider how to prepare a document in both programs.
In order to form 2 personal income tax in 1C of this version, you must go to the “Taxes” tab.
The program provides for the formation of a report of two types:
- For transfer to the IFTS;
- for issuance to an employee.
If the document is prepared at the request of the employee, the last item is selected. After that a window will open containing all the generated help, a new document is created here. You must select the name of the employee and the period for which the information will be downloaded. The remaining data is generated during automatic completion.
Mandatory details of the organization in the program are entered when configuring, and data on the employee when he is hired. Information about income, tax deductions and personal income tax will be downloaded from the payroll.
After filling in, the information must be verified. Compensation and deduction data can be compared with payroll sheets, and the tax amount can be calculated by multiplying the total income, with the exception of tax deductions, by the tax rate (usually 13%). 1C 8 in 2 personal income tax also allows manual filling, for this you need to enable editing mode.
In order to generate a document in this program, you need to perform the following algorithm: go to the “Salary” menu, then go to “Personal income tax and UST accounting”, then select “Information on personal income 2 personal income tax”. In the window that opens, you need to add a new file, for this we click on the appropriate button.
You need to fill in yourself:
- Organization
- Name and position of the responsible person;
- taxable period.
After that, you need to select an employee and form a certificate.
Certificate 2 personal income tax in ZUP 8.3 is also formed of two types: for the employee and IFTS. The reporting procedure is very similar to preparing a help in the previous configuration. You need to go to the menu “Taxes and contributions” and select the required type of certificate. Then, through the “Create” button, a document is formed.
Fields to be filled out are indicated by a red dotted line:
- Organization;
- employee
When the specified details are selected, you must click the "Fill" button and the program will fill in all other fields automatically. It remains only to check for errors and print.
To print, click on the “Income statement 2 personal income tax” button, a completed form of the approved form will appear. In the upper right corner there will be a note that this document is not submitted to the tax authority.
If the certificate 2 personal income tax from 1C is generated for the IFTS, in the initial menu you need to select this type of document.
The Federal Tax Service of Russia requires information on all income and taxes of individuals, therefore, after filling in the required details, the program will generate certificates with a list of all employees.
Mandatory details are:
- Name of employer;
- reporting period;
- type of certificate - annual reporting;
- a type. Distinguish between the original, corrective or nullifying certificates. A corrective document is used to clarify the data provided, and a cancellation document is used to cancel information that did not need to be sent.
In addition to the certificates 2 of personal income tax themselves, a register of documents is also formed in the PML, which is also provided to the inspection. In the program, reporting looks like a list of employees, each of which contains information on received remuneration and withheld taxes. If you double-click on a person, a separate document will open on it.
The reporting file can be downloaded from 1C (via the “Upload” button) for electronic data transfer. When unloading, you must fill out information about the tax authority. If electronic document management is configured through the program itself, click the “Send” button as soon as the reports are accepted by the tax office, in 1C this is checked by a corresponding checkmark.
Reporting in the system can be generated in the context of OKATO / KPP, which is convenient for companies with separate divisions, since in this case the details differ at the head office and branch.
Important! Reporting is submitted to the inspection of the location of the organization or a separate unit.
The algorithm for generating 2 personal income tax in 1C, despite the difference in versions, is very similar. The program separates two situations when a document is necessary for an employee and when it is submitted to the inspection in the form of reports. In the first case, it is formed for each person, in the second - a list for all individuals. 1C allows not only preparing and printing a document, but also uploading and even sending a file via the Internet to the Federal Tax Service Inspectorate.
Answering the questions of our users and customers, today we will consider the process of correctly filling out and forming such a fairly common document as a certificate.
We will consider the process in the configuration of 1C Accounting Enterprise version 8.3. Exactly the same steps for forming a 2-personal income tax certificate must be performed in Salary and Personnel Management 3.0.
The procedure for generating a 2-personal income tax certificate for tax and the separate procedure for generating a 2-personal income tax certificate for employees will be shown. We presume that the database of our enterprise is filled with data both in it and them.
Filling out a 2-NDFL certificate for tax (IFTS)
To create a 2-personal income tax certificate for tax, you need to be on the main page to go to the "Salary and Personnel" menu.
Here the choice becomes possible, the choice of options for the formation of 2-NDFL help is available. Those. for tax or for employees.
We select “2-NDFL for transfer to the IFTS” and get into the document journal, which stores the previously generated 2-NDFL certificates for transfer to the tax authority. In our demo database, the magazine is empty. It is worth noting that if we had several organizations and had 2-NDFL certificates formed for them, the selection could be performed by selecting the organization from the drop-down list and ticking off the selection. Also, the journal interface allows you to search documents and print certificates.
We will generate a new document by clicking on the “Create” button.
We fill in the necessary details. Choose a year and indicate the organization. The program will substitute some mandatory details on the basis of these data. This is possible with the correct filling in the directory of organizations and cards of the selected organization.
We indicate the option that determines the type of help. the program will automatically fill in the date and number; if necessary, they can be edited.
We determine and indicate necessarily how our new certificate will be recorded in the tax, select the type - “Initial”, “Corrective”, “Canceling”. If the document is corrective, then we will additionally add the correction number. Suppose we are doing the original, i.e. initial reference.
We check the completed details and click the "Fill" button.
If the accounting is configured and maintained correctly, then as a result, a list will be formed in the tabular section. This register of employees is needed for sending to the tax authority. In the case of an attempt to generate a report on an organization or a period in which there was no initial data, the program will display a warning.
Now the help document can be written and / or posted. After checking the correctness of the generated data, you can unload the help in * .xml format for subsequent sending. By clicking on the “Upload” button, we can save the xml file with the desired name in a folder for further processing by the forwarding program to the IFTS.
Also, if you are connected to the appropriate services, you can take the opportunity to check and send the registry of 2-NDFL certificates to the IFTS via the Internet.
And finally, you can print the generated data. To do this, click the interface button of the same name.
We will choose the version of the printing form we need and the program will generate a printed document. In our case, if you select the print certificate, the system will generate certificates for each employee from the list.
Filling out a certificate 2-NDFL
Similar to the case considered above, we go from the form of the main page of the program by the menu button "Salary and personnel" and then select "2-personal income tax for employees".
In the journal that opens, also in the same way, click the "Create" button to create a new document, "Help 2-NDFL for employees." The selection for the organization is similar to the case with a certificate for tax.
Now the created new document has opened.
We enter the organization, the OKTMO and IFNS fields will be filled in automatically. This will happen, of course, provided that the organization’s registration card is completed correctly and completely. Next, select an employee.
Then we proceed to the choice of the formation option. You can choose the consolidated formation and the formation in the context of OKATO / KPP and tax rates. If we choose the second option, we will need to carefully edit the OKTMO and IFNS fields that were automatically filled in earlier.
After the help is generated, we check by clicking on the corresponding button. If there are inaccuracies in the data, the program will report an error. then, if necessary, print a 2-NDFL certificate for the employee.
We print the document. It is worth noting that if the certificate will be generated for previous periods, then its printed form will correspond to the form that was valid at the time specified in the period of formation.
This is how 2-NDFL certificates are formed in the program 1C Accounting for Enterprises 8.3 and 1C Salary and Personnel Management 3.0 8.3.