Use this assistant to generate Polish PIT-40 tax declarations.
Declaration generation can be performed for the single year and for one or several persons at one time.
The dialog window presents read-only tax declaration type (PIT-40 in this case), declaration year (editable, previous
year by default), document registration date (editable, current day by default), optional expiriation date, optional
stamp id (List of Values enabled), employee selection block, selection flag for generating corrections to
already existing declarations and separate block for PIT-40 data genaration options.
The employee selection block allows to select one of three selection methods available: single employee, multiemployee
using employee selection templates or employees with closed PIT-12 declaration for the year selected.
Employees and employee selection templates can be chosen from appropriate List of Values.
The PIT-40 Data block consists of several variable data related fields: free text field for automatically
generated variable document with tax payment corrections, variable document date (current date by default),
overpayment parameter id and name, underpayment parameter id and name.
Parameters can be selected from List of Values.
You can reach this assistant only from Tax Declaration/PIT-11 window/tab under the Document Generate RMB menu option.
For the description of each Activity, follow the Activity Diagrams.