Maintain Tax Infotypes 0207, 0208, 0209, & 0210

Trigger:

 Transaction code [PA30] is one-stop maintenance for the following actions:

· Create a new infotype record from scratch

· Copy a new infotype record using an existing record for reference

· Change an existing infotype record

· Display Overview of existing records for a single infotype for an individual employee

Access Transaction:

Procedure:

SAP Easy Access

1. Update the following required and optional fields:

2. Click Enter button.

Maintain HR Master Data

3. Update the following required and optional fields:

4. Click Enter button.

Information:  Ensure the correct personnel number was entered after clicking Enter.

Maintain HR Master Data

5. Update the following required and optional fields:

6. Click Enter button.

Information:  The first infotype, 0207 Residence Tax Area, is not available on the tabs.  Instead, enter [207] in the infotype field at the bottom of the screen and click Enter to work with that infotype.

7. Click Create (F5) button.

Tax Area

8. Click Copy (Enter) button.

Information:  When creating an infotype 0207, the system looks at your infotype 0006 Address, subtype 0001 - Permanent Address zip code and 'suggests' (via a pop-up window) which tax authority you may want to choose for the employee.  Most likely the suggested authority is the correct authority.  However, if it is not the correct authority, you do not have to choose it.  In this case, you can click Cancel through the pop-up window and enter the tax authority of your choice.

Create Residence Tax Area

9. Update the following required and optional fields:

Information:  Warning messages may display at the bottom of the screen throughout the next steps.  If the warning message is yellow, click Enter to accept that you have read the message.  Examples of paraphrased warning messages include:

· Your entry is a retro-active entry and will trigger a retro-calculation in payroll.

· Your entry will delimit an already existing record.

10. Click Enter button.

Create Residence Tax Area

11. Click Enter button.

Information:  Notice the message at the bottom of the screen confirming that the previous record will be delimited.  Click Enter to accept this message.

Create Residence Tax Area

12. Click Save (Ctrl+S) button.

Information:  You have created infotype 0207 Residence Tax Area.  The system is configured to automatically present the user with related tax infotypes 0208, 0209, and 0210.  For each infotype, make any needed field entries and click Save.

Information:  Notice the reminder message at the bottom of the screen to save the data before continuing.

Create Work Tax Area

13. Click Enter button.

Information:  Notice the message at the bottom of the screen confirming that the previous record will be delimited.  Click Enter to accept this message.

Create Work Tax Area

14. Click Save (Ctrl+S) button.

Information:  Notice the reminder message at the bottom of the screen to save the data before continuing.

Create Unemployment State

15. Click Enter button.

Information:  Notice the message at the bottom of the screen confirming that the previous record will be delimited.  Click Enter to accept this message.

Create Unemployment State

16. Click Save (Ctrl+S) button.

Information:  Notice the reminder message at the bottom of the screen to save the data before continuing.

Create Withholding Info W4/W5 US

17. Click Enter button.

Information:  Notice the message at the bottom of the screen confirming that the previous record will be delimited.  Click Enter to accept this message.

Create Withholding Info W4/W5 US

18. Click Save (Ctrl+S) button.

Information:  This is infotype 0210 which holds the employee's withholding information for ALL applicable tax authorities.  Before saving through this infotype, confirm your employee's withholding status is correct.  For additional help on what each field on the screen means, single click your cursor in the field and press F1 on the keyboard to display an informational window about the field.

Information:  Notice the reminder message at the bottom of the screen to save the data before continuing.

Create Withholding Info W4/W5 US

19. Click Enter button.

Information:  Notice the message at the bottom of the screen confirming that the previous record will be delimited.  Click Enter to accept this message.

Create Withholding Info W4/W5 US

20. Click Save (Ctrl+S) button.

Information:  Notice the reminder message at the bottom of the screen to save the data before continuing.

Maintain HR Master Data

21. Click Back (F3) button.

22. The system task is complete.