Páginas filhas
  • Participation Work Util. II - Mexico (CTBR519 - SIGACTB)

Importante

Esta funcionalidad ya no se tiene en el sistema.

This report presents the calculation of PTU (Profit Sharing) based on all incomes and deductions defined by law.

The result is subject to a tax defined by the government.

A Management View must be created before the report is printed, so that accounts are grouped and percentage informed in parameters is applied.

Example of management view:

Order

Row

Management Entity

Higher Entity

Description

Normal

Class

Initial account

Final account

Identification

Formula

0000000010

001

Incomes

Total of revenues

Incomes

Credit

A



6


0000000020

001

Accrued revenues

Total of revenues

Accrued revenues

Credit

A

4

429

Addition


0000000030

001

Annual accrued adjustment

Total of revenues

Annual accrued adjustment

Debit

A

13200

13200

Addition


0000000060

001

Exchange earnings

Total of revenues

Exchange earnings

Credit

A

92

92

Addition


0000000070

001

Profit on Share Sale

Total of revenues

Profit on Share Sale

Credit

A

92

92

Addition


0000000080

001

Total of revenue

PTU Base

Total of revenue

Credit

S



Grand total


0000000090

001

Deductions

Total of deductions

Deductions

Debit

A



6


0000000210

001

Authorized deductions

Total of deductions

Authorized deductions

Debit

A

57

572

Addition


0000000215

001

Investment deduction

Total of deductions

Investment deduction

Credit

A

51

539

Addition


0000000216

001

Deductible annual adjustment

Total of deductions

Deductible annual adjustment

Credit

A

54

549

Addition


0000000220

001

Deduction histor. inv.

Total of deductions

Deduction histor. inv.

Debit

A

58

589

Addition


0000000230

001

Refund of Dividends

Total of deductions

Refund of Dividends

Debit

A

59

59000015

Addition


0000000240

001

Exchange loss

Total of deductions

Exchange loss

Debit

A

602

602

Addition


0000000270

001

Total of deductions

PTU Base

Total of deductions

Debit

A



Grand total


0000000280

001

PTU Base

PTU

PTU Base

Credit

A



Grand total


0000000290

001

Rate


Rate

Credit

A



Addition

SALDO=MV_PAR06

0000000300

001

PTU


PTU

Credit

S



Grand total

ROTINA=MV_PAR06/100


Important:

To print this report considering the management view with variable balance type, refer to the Management View register with variable type.



Procedures

Issuing the Income Statement:

1. In the report issue window, click the Parameters.

A screen is displayed to configure report parameters.

2. Configure them according to field help instructions.

Note:

To print the name of management view (defined in table CTS - Items of Management View), configure question "Title with name of the view?" as Yes.

3. Check configurations and confirmthe report print.



See Also

  • Standard configuration of reports
  • Configuration of customized reports