Year-end Closing Reports

Under Salary Declaration you can find all the assessments that you must send to different social and/or private insurers at the end of the year. We redommend you to send the assessments via ELM. If you have some questions about ELM contact your NAV partner or our support.

Assessments certified by swissdec:

❑AHV Summary

❑AHV Free Summary (only for auditing purposes, must not be sent to the AHV compensation office!)

❑FAK Summary

❑UVG Summary

❑UVG Additional Summary

❑HI Summary

❑Salary certificate

❑Statistic

❑BVG Summary (rarely used)

❑Other assessments (not certified by swissdec):

Social Unit Summary (far accounting, MDK/MEK accounting, business liability insurance, asylum seekers deductions, pari funds accounting, timber construction enforcement and education fund, etc)

SwissSalary BAU only:

❑Parifonds Payback

Begin the year-end assessments and control them. The following assessments are intended for possible help in control:

Assessments certified by swissdec

❑Employee Salary Statement A4P (rarely used)

❑Employee Salary Statement A4L

You can find the assessment Personal salary account A4Q in the Employee Card by pressing the button Employee. By printing fictitious salary types you can also control the corresponding bases.

Mutations in compensation funds and insurances are to be entered per date of the start of the contract and the corresponding contract is to be selected. With payroll accounting, the domain and the contract code are saved in the Salary entry as 'Source Domain' and 'Source Domain Code'. This is necessary so that the report can be sent to the correct location. If the new insurer is not available for selection when reporting wages, this insurer was only entered after the last wage processing was carried out. As soon as wage items are processed with the assigned insurance, this insurer is listed in the selection.

If a change of insurance is made after the fact, it is possible that the payroll is not transmitted to the responsible insurers. If the relevant information needs to be adjusted on the posted Salary entry, please contact our support or your Dynamics 365 partner for this.

TIP:

If you find that individual salary types are set up with incorrect duties, be sure to correct them before the first payroll run of the following year.

You can send most of these evaluations electronically via ELM. To set up electronic wage reporting, obtain the ELM profile from the respective insurer. The compensation funds as well as insurers for UVG, UVGZ and KTG are mostly ELM recipients.