SAP Note 17619 - Transferring a payroll account

Symptom:

Consulting

Cause and prerequisites

Transfer payroll account

Solution
Table T558A contains sample entries for transferring a payroll account. Depending on the time of transfer (on January 1, or during the year), sample entries are available for period 1 or 4 of a given year.
Due to the large number of these sample entries, it is clear that users need to know when to use which entries.
If the account is transferred on January 1, the answer is easy: simply transfer the income threshold deficits and bases for calculating average values.
/340 PR diff. AAT HI curr.year
/341 PR diff. AAT PI curr.year
/342 PR diff. AAT UI curr.year
/3P8 PR diff.AAT NI curr.year
/431 cum. exemption comp.
You might also include customer-specific bases for calculating averages.
If, however, the account is transferred during the year, you need to know what has to be supplied with data from the payroll account transfer.
In the following list, the wage types are marked:
1 for payroll accounting/annual tax declaration/DUEVO
2 for employment tax statement
3 for the payroll account
4 for reallocation of trade tax base
5 for workers' compensation association list
/101 Total gross amount 1
/102 Current remuneration SI 1
/103 One-time SI payment 1
/106 Current gross tax amount 1
/111 Other gross tax amount 1
/113 M.gross tax amount 1
/114 1/2 gross tax amount 1
/118 Current ins.ind. 1
/120 Other insurance ind. 1
/122 1/2 insurance ind. 1
/124 M.insurance ind. 1
/126 Tax-free DBA 2
/127 Tax-free ATE 2
/159 Gross trade tax 4
/160 Mutual indem.soc. - gross 5
/261 Employee SI shares 3
/264 tax-free ER HI allowance 2
/265 taxable EE SI shares 2
/310 HI est.gross curr.remun. 1,3
/311 PI est.gross curr.remun. 1,3
/312 UI est.gross curr.remun. 1,3
/313 HI est.gross curr.total 1,3
/314 PI est.gross curr.total 1,3
/315 UI est.gross curr.total 1,3
/316 PI GrAssessAmtIncrease ER 1,3
/317 PIGrAssessAmtIncrease EE 1,3
/31A RWH PI est.gr.PH day(cur) 1,3
/31B BWP HI est.gr.PH day(cur) 1,3
/31C RWH HI est.gross (curr) 1,3
/31D BWP HI est.gross (curr) 1,3
/31E RWH PI est.gr.PH day(cur) 1,3
/31F BWP PI est.gr.PH day(cur) 1,3
/31I RWH UI est.gr.PH day(cur) 1,3
/31J BWP UI est.gr.PH day(cur) 1,3
/31M RWH PI est.gross DUEVO 1,3
/31N BWP PI est.gross DUEVO 1,3
/31O RWH UI est.gross DUEVO 1,3
/31P BWP UI est.gross DUEVO 1,3
/320 HI est.gross 1-time paym. 1,3
/321 PI est.gross 1-time paym. 1,3
/322 UI est.gross 1-time paym. 1,3
/323 HI est.gross 1-time total 1,3
/324 PI est.gross 1-time total 1,3
/325 UI est.gross 1-time total 1,3
/340 PR diff. AAT HI curr.year 1 If started in January, these are
/341 PR diff. AAT PI curr.year 1 passed on to the following 4 wage
/342 PR diff. AAT UI curr.year 1 types accordingly.
/346 PR diff. AAT HI prev.year 1 Only if started in Feb. or March
/347 PR diff. AAT PI prev.year 1 Only if started in Feb. or March
/348 PR diff. AAT UI prev.year 1 Only if started in Feb. or March
/350 HI EE share, curr.remun. 3
/351 HI ER share, curr.remun. 3
/352 HI EE share, 1-time paym. 3
/353 HI ER share, 1-time paym. 3
/356 HI EE share, prev.year 3
/357 HI ER share, prev.year 3
/358 ER HI allowance 3
/359 ER allow.HI private supp. 3
/35A RWH HI ER share pub.hol. 3
/35B BWP HI ER share pub.hol. 3
/35C RWH HI ER share (curr.) 3
/35D BWP HI ER share (curr.) 3
/35E RWH ER HI allowance 3
/35F BWP ER HI allowance 3
/35G HI permanence compensat. 3
/35J ded.contrib.HI addit. 1 3
/35K ded.contrib.HI addit. 2 3
/35L ded.contrib.HI addit. 3 3
/35M ded.contrib.HI addit. 4 3
/35N ded.contrib.HI addit. 5 3
/360 PI EE share curr.remun. 3
/361 PI ER share curr.remun. 3
/362 PI EE share 1-time paym. 3
/363 PI ER share 1-time paym. 3
/366 PI EE share prev.year 3
/367 PI ER share prev.year 3
/368 ER PI allowance 3
/369 ER allowance, limited PI 3
/36A RWH PI ER share pub.hol. 3
/36B BWP PI ER share pub.hol. 3
/36C RWH PI ER share (curr) 3
/36D BWP PI ER share (curr) 3
/36E RWH ER PI allowance 3
/36F BWP ER PI allowance 3
/36G PI permanence comp. 3
/36J ded.contrib. PI supp. 1 3
/36K ded.contrib. PI supp. 2 3
/36L ded.contrib. PI supp. 3 3
/36M ded.contrib. PI supp. 4 3
/36N ded.contrib. PI supp. 5 3
/36P PI increase share ER 1,3
/36Q Increase supplement ER 1,3
/370 UI EE share curr.remun. 3
/371 UI ER share curr.remun. 3
/372 UI EE share 1-time paym. 3
/373 UI ER share 1-time paym. 3
/376 UI EE share prev.year 3
/377 UI ER share prev.year 3
/378 ER UI allowance 3
/37A RWH UI ER share pub.hol. 3
/37B BWP UI ER share pub.hol. 3
/381 Ded.contrib.voluntary HI 3
/389 EE expenses for PI 3
/399 PI ER liable share limit. 3
/3P8 PR diff.AAT NI curr.year 1
/3P9 PR diff.AAT NI prev.year 1 Only if started in Feb. or March
/3PA NI est.gross curr.remun. 3
/3PC NI est.gross 1-time paym. 3
/3Q0 NI EE share curr.remun. 3
/3Q1 NI ER share curr.remun. 3
/3Q2 NI EE share one-time pay. 3
/3Q3 NI ER share one-time pay. 3
/3Q6 NI EE share prev.year 3
/3Q7 NI ER share prev.year 3
/3Q8 ER NI allowance 3
/3Q9 ER NI allow.private supp. 3
/3QR Ded.contrib./voluntary NI 3
/401 current employment tax 1
/402 other employment tax 1
/404 m.employment tax 2
/405 1/2 employment tax 2
/408 Lump-sum employ tax/ER 3
/409 Lump-sum employ tax/EE 3
/40B curr.reunification tax 1
/40C m.reunification tax 2
/40D Lump-sum reunif.tax/EE 3
/40E Lump-sum reunif.tax/ER 3
/40F other reunification tax 1
/40G 1/2 reunification tax 2
/411 Compensation lock 1
/412 Number of interruptions 2
/414 Supplementary table 2 /
/41C BMG §40(2) S.2 2
/431 cum. exemption comp. 1 You can put the actual exemption
amount still open into IT 0014,
this wage type then no longer
applies.
/441 tax-free transport allow. 2
/447 cum.EE discounts 1
/448 cum.exemption/car 1
/449 cum.exemption/cap.form. 1
/491 CTax EE (current+other) 2
/492 CT/spouse (current+other) 2
/493 CTax EE (m.+half) 2
/494 CT/spouse (m.+half) 2
/4KG Child allowance 3
/521 current church tax 1
/522 other church tax 1
/524 m.church tax 1
/525 1/2 church tax 1
/528 CTax lump-sum ER 3
/529 CTax lump-sum EE 3
/611 Increase #1 PTW 1
/692 RHC payment effected 2
/693 BWP payment effected 2

Once again, you must maintain customer-specific averages.
If the old system allows it, all other sample wage types 'can' be supplied to enable users to represent the payroll account for the whole year.
If necessary (and very often in practice), customers must authenticate the first payroll period for which the payroll was run using a non-SAP HR system with the payroll account of the old system.
Master data can be transferred as of the times from which it is valid in the old system. Before the first productive SAP payroll run, the only thing to be done is set the earliest personal retroactive accounting date for every employee in infotype 0003. (Normally this is one day earlier than the transfer date. Therefore, if transfer is on April 1, the earliest personal retroactive accounting date is usually March 31.) However, if payroll cannot be run any earlier for the entire payroll area, you can also set the earliest possible retroactive accounting period to the transfer month in the control record.
Of course, incorrect payroll runs in the old system cannot be corrected by the HR Payroll Accounting System. Furthermore, a deregistration and registration must be generated for DUEVO on the transfer date (see RPDSYS: CONX.DDUFD). Any incorrect entries must be corrected using a new record.
Caution: Please check personnel calculation rule DCOP. In some systems that were delivered, a RESET R is executed. This causes all wage types to be stored with an employee subgroup grouping for personnel calculation rules. Wage types that were read in payroll accounting without an employee subgroup grouping for personnel calculation rules (income threshold deficits, for example) will not be found. Please remove this operation.