The configuration of salary statements, which serve as the basis for taxation, is done centrally under "Documents/Company" for both global and employee-specific settings. The creation of the report takes place in the payroll accounting section for the desired year under "Documents/Salary Statements", after all payslips have been closed. Once generated, the report provides options such as downloading the PDF, emailing it to employees, or submitting the entire report to the tax authority.
Contents
Configuration
You can configure the salary statements under Documents/Company.
Here you can set global settings under Companies and personal settings under Employees.
Preparation
The salary statement is created in bexio payroll accounting. To do this, you must first select the company name and the corresponding year.
To the right of "Documents", click on the relevant company name and select the year for which you require the salary statements.
in the guidelines for salary statements.
Note: The salary statement is a legal document and forms the basis for calculating tax factors (natural persons). It is therefore particularly important to ensure that salary statements are completed correctly. Further information is available at the following link:
www.ssk-csi.ch.
Once you have created a salary statement via "Create salary statement", you will receive a list of all your employees and then have the following options.
Delete report Send report to the tax authorities Downloading a salary statement as a PDF for an individual employee Sending a salary statement by email to an individual employee Downloading the salary statements of all employees as PDF files Sending salary statements to all employees Create rectification
If there are changes to the salary statement, you can create a replacement report if it affects all employees or a correction if it only affects a few employees. To send a correction, select the employees for whom you want to create a replacement report.
VIDEO
Note: A generated report contains the salary statement version at the time of creation. Changes are not automatically applied; a new salary statement report must be generated for this purpose.
Processing
You can now edit the number in the wage types directly. This parameter determines the position at which the respective wage type appears on the wage statement. This gives you more flexibility to copy existing wage types and adjust their placement on the wage statement according to your needs. This adjustment can also be made retroactively, even if all payroll accounts have already been closed. You can make the settings directly under "Company" "Wage types" by clicking on the corresponding line and selecting the appropriate number in the "Wage statement" column and saving it. Any wage statements that have already been created would then have to be recreated. You are responsible for the correct implementation and final verification of this number. If you have any questions or uncertainties, please contact your accountant.