PeopleSoft Enterprise Global Payroll for Italy 9.1 PeopleBook

Managing Year-End Reports

This chapter provides overviews of the CUD (e-mens) reports, 770 year-end reporting, and INAIL reporting and discusses how to:

Produce the CUD reports.
Produce the 770 report.
Produce the INAIL year-end report.

Understanding the CUD Reports

The CUD reports are regulatory reports that provide tax and social security information. There are two types of CUD report:

The year-end CUD report.

Italian companies must produce a CUD report every year for their employees. The report contains employees' tax and social security information for the previous year. The data for tax and social security is generated by separate processes and the CUD Report Merge Application Engine process (GPIT_CUD_MS) merges data produced by these processes and presents it in a printable format.
The monthly CUD (e-mens) report.

Companies provide a monthly CUD report to the social security authority (INPS) that contains employees' social security information. The monthly report is an XML file that is sent electronically to the social security authority. You must run the year-end CUD processes to populate the results tables before you run the monthly e-mens report.

This section discusses:

Fiscal Control reports
Social Security Control reports
View delivered elements

Fiscal Control Report

The CUD Fiscal Part Application Engine process (GPIT_FCUD) populates the GPIT_FCUD_T% tables, which contain all of the tax data needed for the fiscal control report and for the fiscal part of the CUD report.

The report can be split into nine sections, corresponding to the main divisions of the CUD form. These sections are not identified by codes in the form, they are just a grouping of boxes related to similar subjects. The report contains the following data:

Section	Description
One	General company data such as name, fiscal code, and address.
Two	Employee data such as name and fiscal code.
Three	Data related to ordinary taxation and local taxation such as tax incomes and tax deductions.
Four	Data related to detractions, contributions to complementary health and pension funds and tax reimbursements.
Five	Data related to adjustments, such as previous employers' data and year-end adjustments.
Six	Data related to the previous year's taxation, such as assessable amounts and deducted amounts.
Seven	TFR and other indemnities data, such as assessable amounts, taxation percentage, and tax deductions.
Eight	Automatically generated notes.
Nine	Print date and signature.

Data in sections three through eight is entered in print class KICUD and on the notes pages. Data is retrieved from standard payroll results tables.

Social Security Control Report

Two Application Engine processes, CUD Social Security Part 1 (GPIT_PCUD1) and CUD Social Security Part 2 (GPIT_PCUD2), populate the GPIT_PCUD_T% tables that contain all of the social security data needed for the social security control report and for the social security part of the CUD report.

Online pages enable you to check data that is used in the contributive portion of the CUD form. Social security uses data contained in this part of the form to compute pension entitlement. A company may have to produce more than one form per year for the same employee, depending on how the employee's contributive human resources (HR) data changes in the year. Thus, the report should show:

The data slice by slice. HR data must be uniform within a slice.
The data grouped by uniform HR data.

This form can be divided into three sections, mainly corresponding to slices and groups:

General contributive data.
Special payments.
Protected absences data.

Writable arrays populate five records with the starting data used to produce the report:

GPIT_RP_0001 contains payee and basic company data at the detail slice level.
GPIT_RP_0002 contains payee and company income data at the detail slice level.
GPIT_CUD_WA contains data specific for CUD at the detail slice level.
GPIT_PRS_WKDATA contains absence data for protected absences at the detail weekly level in weeks with absences.
GPIT_ABS_WKDATA contains absence data for protected absences at the detail weekly level in weeks with absences.

The two Application Engine processes combine all of the slice level data and group it at a form level.

Viewing Delivered Elements

The PeopleSoft system delivers a query that you can run to view the names of all delivered elements designed for Italy. Instructions for running the query are provided in the PeopleSoft Enterprise Global Payroll 9.1 PeopleBook.

Understanding 770 Year-End Reporting

The 770 report summarizes employees' tax and social security contributions for the year. It is submitted to the Ministero delle Finanze in September each year for the previous year.

The 770 report includes the following company information and individual employee information:

Provider information identifies who submitted the report.

Companies may submit the reports themselves or use another organization to handle the submissions. New pages in Global Payroll for Italy enable you to set up provider details and identify the provider for each company.
Company information identifies the employer.
For each employee, the report includes:
- Personal data.
- Tax details for the year.
- Income earned and taxes paid while working abroad.
  
  This information is entered on the Assignee Data page, which has been enhanced to include a group box for recording taxes and income earned by employees on assignments outside Italy.
- Social security data (INPS and INAIL).

The Global Payroll for Italy 770 year-end report uses information extracted by the CUD report. Therefore, you must finalize your CUD report before running the 770 report.

Understanding INAIL Reporting

The INAIL Year-End Report (Autoliquidazione) is submitted to the Italian National Authority for Insurance and Work Accidents (Instituto Nazionale per I'Assicurazione degli Incidenti sul Lavoro) in February each year for the previous year.

The INAIL Year-End report provides information required by the INAIL to calculate employer contributions for injury insurance. The report includes the following information:

General company information, such as the company tax code, INAIL code, and INAIL site.
INAIL positions and tariff information.

Each company can have one or more INAIL positions (also known as a PAT—posizione assicurativa territoriale). Each INAIL position is associated with tariff codes that determine the contribution rate.
Income exemptions.

For some employee contracts, part or all of the employee's income is exempt from the contribution calculation.

The information for the report is extracted from PeopleSoft Enterprise Human Resources and Global Payroll for Italy tables. The writable array GPIT_INAIL_WA holds most of the information required for the report and is populated by the payroll process.

Producing the CUD Reports

Set up CUD Notes using the CUD Notes ITA component (GPIT_CUDNOTE). This section lists prerequisites and discusses how to:

Create CUD notes.
Run the year-end CUD report.
Run the electronic CUD monthly (e-mens) report.

Prerequisites

Before you run the CUD report for the first time, you must define the print class to use for the report. Print classes define the pay elements that are included in the report and the order in which they are printed. Global Payroll for Italy delivers a print class, KICUD, for the CUD report that includes the statutory elements required for the CUD report

For the monthly CUD (e-mens) report, you must also set up the provider information and link providers to companies. Use the Providers Data ITA page (Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Social Security/Insurance, Providers Data ITA, Providers Data ITA) to enter information about the organization that submits the CUD report to the government. On the Additional Company Info ITA page (Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Social Security/Insurance, Additional Company Info ITA, Additional Company Info ITA), you specify the provider for each company.

See Also

Setting Up Print Classes and SQR Forms

Pages Used to Produce the CUD Reports

Page Name	Definition Name	Navigation	Usage
CUD Notes ITA	GPIT_CUDNOTE	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Taxes, CUD Notes ITA, CUD Notes ITA	Create CUD notes that are included in the report. Typically, notes provide additional tax information.
CUD Report ITA CUD Parameters	GPIT_CUD_RUNCTL	Global Payroll & Absence Mgmt, Social Security/Insurance, CUD Report ITA, CUD Report ITA Global Payroll & Absence Mgmt, Social Security/Insurance, Electronic CUD Report ITA, CUD Parameters	Enter the parameters for the CUD report and run the report. When you access this page from the Electronic CUD Report component, use this page to view the parameters that were used to run the year-end CUD report.
Electronic CUD	GPIT_CUDE_RCTL	Global Payroll & Absence Mgmt, Social Security/Insurance, Electronic CUD Report ITA, Electronic CUD	Run the Electronic CUD Monthly report (GPIT_CUDE_AE). You must run the year-end CUD report before you run the monthly report to populate results tables that are required by the monthly report. The report generates an XML file that meets the formatting requirements of the social security authority.
CUD Data	GPIT_CUD_PAGE1	Global Payroll & Absence Mgmt, Social Security/Insurance, CUD Data ITA, CUD Data	View data from the CUD Fiscal or Social Security Control reports or from the CUD legal form.
Absence CUD Data ITA	GPIT_CUD_WA	Global Payroll & Absence Mgmt, Absence and Payroll Processing, Review Absence/Payroll Info, Absence CUD Data ITA, Absence CUD Data ITA	View an employee's absence data that is used in the social security section of the CUD report. The information displayed is stored in writable arrays that are populated when you run payroll.

Creating CUD Notes

Access the CUD Notes ITA page (Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Taxes, CUD Notes ITA, CUD Notes ITA).

If the Amount option is selected, the CUD note imbeds the payroll result from the print class between the First Part and Second Part fields.

Note codes are linked to elements in the print class for the CUD report.

See Also

Setting Up Print Classes and SQR Forms

Running the Year-End CUD Report

Access the CUD Report ITA page (Global Payroll & Absence Mgmt, Social Security/Insurance, CUD Report ITA, CUD Report ITA).

Enter the parameters for the population you want to process. The population fields enable you to process the report for payees that have TFR paid in the period included between the report start and end dates. The override options enable you to process the selected population without deleting the content of results tables for nonprocessed payees, to override the Print Date entered on the report, and to print a fixed signature, such as the company name. Use the sort criteria to define a print sort order.

Note. When you access this page from the Electronic CUD Report component, the page is display-only. It shows the CUD parameters that were used the last time that you ran the CUD report with the selected run control ID. Use the same run control ID for both the year-end CUD report and the monthly CUD report.

Selecting the Report Format

When you click Run, the Process Scheduler Request page lists these options:

CUD Report - All Jobs	Runs the CUD Fiscal Part process, the CUD Social Security Part 1 and 2 processes, the CUD Report Merge process, and the Print CUD SQR report (GPITSF01).
CUD Report (F and SS)	Runs the CUD Fiscal Part process and the CUD Social Security processes. Typically, you use this option if you want to run the year-end CUD report as a prerequisite to generating the monthly (e-mens) report.
CUD Report (Merge + SQR Form)	Runs the CUD Report Merge process and an SQR Forms Engine (GPITFEP1) to prepare data for printing on a template form.
CUD Report (Merge + Crystal)	Runs the CUD Report Merge process and a CUD Crystal report (GPIT_CUD) to prepare data and a template form to be printed together as a PDF file.
Cud - Social Security	Runs the CUD Social Security Part 1 and 2 processes.
SQR Forms Portrait Test Grid	Produces a test grid to locate data on the form. Do not use this grid when running the report.
Cud - Fiscal Part	Runs the CUD Fiscal Part process.

Note. After running the merge process, you can view the CUD results tables on the CUD Data page.

Running the Electronic CUD Monthly (e-mens) Report

Access the Electronic CUD page (Global Payroll & Absence Mgmt, Social Security/Insurance, Electronic CUD Report ITA, Electronic CUD).

Note. Before you run the Electronic CUD Monthly report, you must run the year-end CUD report to populate the results tables. We recommend that you run the year-end CUD report for the year to date. Use the CUD Parameters page to view the parameters that were last used to run the year-end CUD report with the run control ID. However, you cannot run the year-end CUD report from this component.

Provider Code	Select the provider that submits the report to the government. Define providers on the Providers Data ITA page.
Month and Year	Select the month and year for which you want to run the report.
Company	Select one or more companies to include in the report.

Producing the 770 Report

This section lists prerequisites and discusses how to run the 770 report.

Prerequisites

Before you run the 770 report, you must:

Run the year-end CUD report.

The 770 report process uses data that is generated by the CUD report. You must use the same run control ID to run both the CUD report and the 770 report.
Record earnings and taxes paid while working abroad.

Use the Assignee Data page to enter earnings and taxes for employees on assignments.
Set up 770 providers and link to companies.

Use the Providers Data ITA page (Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Social Security/Insurance, Providers Data ITA, Providers Data ITA) to enter information about the organization that submits the 770 report to the government. On the Additional Company Info ITA page (Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Social Security/Insurance, Additional Company Info ITA, Additional Company Info ITA), you specify the provider for each company and also enter other 770 data.
Finalize the payroll for the reporting period.

You can run the report at any time, but it is submitted to the government on a yearly basis. Ensure that the payroll (including any off-cycle payroll) for the appropriate period is finalized.

See Also

Setting Up Assignees

Setting Up Provider Data

Setting Up Additional Company Information

Page Used to Run the 770 Report

Page Name	Definition Name	Navigation	Usage
770 Run Control	GPIT_770_RC	Global Payroll & Absence Mgmt, Social Security/Insurance, 770 Report ITA, 770 Run Control	Generate the 770 report.

Running the 770 Report

Access the 770 Run Control page (Global Payroll & Absence Mgmt, Social Security/Insurance, 770 Report ITA, 770 Run Control).

Run Control ID

Select the same run control ID that you previously used to generate the CUD report.

Provider Code

Select the provider that submits the report to the government. Define providers on the Providers Data ITA page.

Company

Select one or more companies for which you want to run the 770 report.

The companies must be linked to the provider that you selected in the Provider Code field. Use the Additional Company Info ITA page to define the provider for each company.

Producing the INAIL Year-End Report

This section lists prerequisites and discusses how to run the INAIL Year-End report.

Prerequisites

Before you run the INAIL Year-End report, finalize the payroll for the reporting period. You can run the report at any time, but it is submitted to the government on a yearly basis. Ensure that the payroll (including any off-cycle payroll) for the appropriate period is finalized.

Page Used to Run the INAIL Report

Page Name	Definition Name	Navigation	Usage
INAIL Year-End Report ITA	GPIT_RC_R_INAIL	Global Payroll & Absence Mgmt, Social Security/Insurance, INAIL Year-End Report ITA, INAIL Year-End Report ITA	Generate the INAIL Year-End report.

Running the INAIL Year-End Report

Access the INAIL Year-End Report ITA page (Global Payroll & Absence Mgmt, Social Security/Insurance, INAIL Year-End Report ITA, INAIL Year-End Report ITA).

From Date, Thru Date

Enter the dates that define the period for the report. The INAIL Year-End report is an annual report that is prepared each February for the previous year. However, you can also run the report for part of a year to check contributions.