Updating the checkxml verification program. Reporting data reconciliation function. PFR verification programs
1. Submission of the report to Pension Fund Russian Federation on questionnaires and individual information in 2016, 7.0 XML format,
2. Formation of reports for 2015 to the tax office using the new form 2NDFL.
3. Full testing of reporting files for the Pension Fund of Russia and 2NDFL 2016
The uniqueness of the program is that it was created by the same authors who dealt with these types of reports within the Pension Fund of the Russian Federation and the State Scientific Research Center of the Federal Tax Service of the Russian Federation.
DOWNLOAD Bukhsoft programs FOR SUBMISSION OF THE PFR AND 2NDFL REPORT 2016
| Product name (with the ability to work online) | Size | Download |
|---|---|---|
Pension Fund (CheckXML) + 2 Personal income tax 2016Delivery guarantee - module CheckXML testing, developed by us, is installed not only in this program, but also in all Pension branches and the Federal Tax Service. EVERYTHING IS PROVIDED personalized reports on new requirements of 2016 ( RSV-1 ) .
Formation of certificates 2 personal income tax 2016 Importing data from personal reports. accounting 2015, 2 personal income tax certificates for 2015 and previous years from any other accounting programs Automated work with several organizations. |
150 MB |
NEW IN THE PFR AND 2NDFL PROGRAM 2015
CHANGES MADE IN NEW VERSIONS OF THE CHECKXML+2NDFL PROGRAM 2014
- Version from 02/04/15
- An Income Tax Declaration has been added to the program - it provides for filling out a printed form and generating a file. The declaration was approved by Order of the Federal Tax Service of Russia dated November 26, 2014 N ММВ-7-3/600@.
- Version from 12/11/14
- A new Single Tax Declaration for the simplified tax system has been added to the program - it provides for filling out a printed form and generating a file. The declaration was approved by Order of the Federal Tax Service dated July 4, 2014 N ММВ-7-3/352@
- A new Declaration for Unified Agricultural Tax has been added - to be filled out printed form and the file is generated. The declaration was approved by Order of the Federal Tax Service dated July 28, 2014 N ММВ-7-3/384@
- A new Transport Tax Declaration has been added - a printed form is filled out and a file is generated. The declaration was approved by Order of the Federal Tax Service dated April 25, 2014 N ММВ-7-11/254@
- Version from 05/12/14
- The procedure for filling out and editing the DAM form has been updated;
- The report form “Information on the share of income from educational and (or) medical activities..” has been added to the program (provides for the generation of an electronic file)
- Version from 04/09/14
- The procedure for filling out the RSV-1 form according to personal accounting data has been updated, it has become possible to disable auto-calculation (the “auto-calculation” checkbox on title page);
- Added automatic calculation to the form "Calculation of advance payments for property tax";
- The test of VAT files has been clarified in terms of checking the OKTMO code;
- Updated testing module (CheckPFR)
- Version from 03/27/14
- New personalized accounting and consolidated reporting in the Pension Fund of Russia was implemented in accordance with Resolution of the Board of the Pension Fund of January 16, 2014 No. 2p.
- A new report is provided in Form 4-FSS.
The report was approved by Order of the Ministry of Labor of Russia No. 94 dated February 11, 2014. Amendments were made to Appendices No. 1 and 2 to the Order of the Ministry of Labor and Social Protection of the Russian Federation dated March 19, 2013 No. 107n “On approval of the form of calculation for accrued and paid insurance premiums for compulsory social insurance in case of temporary disability and in connection with maternity and compulsory social insurance against accidents at work and occupational diseases, as well as the costs of paying insurance coverage and the procedure for filling it out.” - Attention! Testing of reporting files to the Pension Fund of Russia and the Social Insurance Fund will be available in future versions of the program.
Changes in reports on personalized accounting until 2013
In accordance with Resolution of the Board of the Pension Fund of July 31, 2006 N 192p “On the forms of documents for individual (personalized) accounting in the compulsory pension insurance system and instructions for filling them out,” new forms of documents for individual (personalized) accounting in the compulsory pension insurance system were approved and new format reporting file to the Pension Fund - 7.0 XML format.
Resolution of the Board of the Pension Fund of the Russian Federation dated October 21, 2002 N 122p “On the forms of documents for individual (personalized) accounting in the state pension insurance system and instructions for filling them out” (in accordance with which requirements were imposed for reports on personalized accounting since 2002 - format 4.0 ) is declared invalid.
In accordance with the Pension Fund letter No. 08/1267 dated November 12, 2006, individual information for 2006 will be accepted in XML format in accordance with the Resolution of the Board of the Pension Fund of July 31, 2006 No. 192p.
For testing and receiving files with individual information and questionnaires of both formats, a new program CheckXML (WIN), which replaced the CheckPSN (DOS) program.
Changes in reports on income certificates 2NDFL for 2011
The Ministry of Justice registered new uniform personal income tax certificates (form 2-NDFL) for the report for 2011 (order of the Federal Tax Service of Russia dated November 17, 2011 No. ММВ-7-3/611@). Form of this income certificate individuals is approved by the Ministry of Justice of the Russian Federation on December 24, 2011. A new version everyone famous program 2-NDFL for the preparation of information on the income of individuals for 2011 according to the new form, laid out in accordance with Order of the Federal Tax Service of Russia dated November 17, 2011 No. ММВ-7-3/611@. The program provides for all new requirements for the generation and verification of a reporting file in Form 2-NDFL.
To test and receive files with reports in form 2NDFL, GNIVTS Federal Tax Service of the Russian Federation has developed a new receiving module, which is installed in tax authorities. This module only carries out formal control over the compliance of the 2NDFL file with the approved formats. Checking a file in the PFR+2NDFL program, as in the 2NDFL program, is more “tough” and allows you to identify errors not only in the file format, but also provides a full check of the entered addresses and verification of validity numerical values!
UNIFIED program PFR + 2NDFL 2015 took into account all the changes listed and will be your reliable assistant!
ADVANTAGES OF THE PFR + 2NDFL PROGRAM 2015
Since 1997, when reports on personalized accounting and 2NDFL income certificates on magnetic media first appeared, the accountant actually had to do double work. First, enter the data in one program offered by the Pension Fund for personalized accounting, then in another, offered by the tax authorities.
The work could be made easier by commercial software products that contained both of these capabilities. However, it was still necessary to check the generated files in different programs these government departments.
An experienced accountant knows well what problems constantly arose with connecting the address classifier in each of the programs, and how many other problems there were that were solved differently for the purposes of personalized accounting and reporting in form 2NDFL.
One could only dream of a program that simultaneously allowed the generation of all reports and would itself carry out a guaranteed check of files in the PRF and 2NDFL. The main reason was that the Pension Fund and tax authorities did not cooperate in this area.
And now, with reporting for 2006, such a program has appeared!
The absolute advantage of the PFR + 2NDFL 2011 program is that it was created by those developers who personally participated in the creation of the software for receiving reports to the PFR and in the 2NDFL form.
Namely:
Ekzhanov Alexander Ivanovich
Graduated from Moscow State University, Faculty of Computational Mathematics and Cybernetics, in 1992. In the Pension Fund system since 1997. Engaged in software development for Pension Fund authorities and insurers. Author of the CheckPSN program, which has provided testing and reception of personalized accounting data since 1997. Author of the CheckXML (WIN) program, which is currently used by Pension Fund branches when receiving reports on personalized accounting.
Chuvilov Dmitry Vladimirovich
Graduated from Moscow State University, Faculty of Computational Mathematics and Cybernetics, in 1979. He began working at GNIVC in 1996. Developer of the well-known free 2NDFL program, which was produced for taxpayers by GNIVC of the Federal Tax Service of the Russian Federation for reports in the 2NDFL form from 1999 to 2004.
We thank these developers for being able to find personal time to create unified program PFR + 2NDFL 2015. As a result, the program allows you not only to generate a report in the PFR and in the 2NDFL form, but also to fully test both of these reports. The experience and knowledge of these specialists in their areas allows us to guarantee the taxpayer and policyholder that the report file tested in the PFR + 2NDFL 2015 program will be successfully accepted by both the Pension Fund and the tax authority.
In particular, the program does not require importing the Address Classifier; it is already included in the program itself. When testing files in the Pension Fund of Russia and 2NDFL, a single address control module is used. There are many other little things and services provided to ensure quick and convenient work.
TERMS OF USE OF THE PFR+2NDFL PROGRAM 2015
All testing functions in the PFR+2NDFL 2015 program are provided free of charge. If you generate a report in any other program that does not check the generated file, then the PFR+2NDFL 2011 program will allow you to upload the generated report file, test it, and print an error log. If you generate a 2NDFL report using other programs, we strongly recommend that you carry out additional control in the PFR+2NDFL program, since in addition to formal control, this program also contains preventive control, which is used by tax authorities at the desk audit stage.
Generating reports in the PFR+2NDFL 2015 program is paid. This feature was created by developers in free time outside the scope of their official duties. The rights to these modules are transferred by them under copyright agreements for commercial use. Use of the program by policyholders and taxpayers is a right, but not an obligation. However, the commercial basis allows the user of the program to get real technical support, obviously different from free analogues. And this point is especially important when preparing such reports.
The procedure for purchasing the PFR+2NDFL 2015 program completely coincides with the procedure provided for the Pravcons series programs and is described in the section.
The SZV-STAZH report is submitted at the end of the year. For the first time, it was prepared by employers for 2017, including in the document information about all employees with whom an employment contract or GPC agreement was signed, as well as various licensing agreements.
For 2019 you will have to submit a report according to the new rules. The Pension Fund registered with the Ministry of Justice Resolution of the Board of the Pension Fund of the Russian Federation dated December 6, 2018 No. 507, which contains amendments to the procedure for filling out the SZV-STAZH form, as well as to the form of this report. In fact, officials canceled Resolution of the Board of the Pension Fund of January 11, 2017 No. 3p, and in return approved a new regulatory act that will regulate the rules for submitting personalized accounting information.
The SZV-STAZH form and most of the requirements for filling it out will not change much. It is this report that all employers, without exception, submit at the end of the year or earlier, if it is necessary to submit information for an insured person who is planning to retire. The Pension Fund amendments have already been adopted, and some companies will have to fill out in more detail tabular part(Section 3 of the form). In particular, a column will appear in the report to indicate the periods counted in the insurance period of the unemployed. It's about about the time when the insured person participates in paid public works, having the official status of unemployed.
In addition, the new document explains how to correctly simultaneously reflect information about the period of filling a state or municipal position and the period that is included in the insurance period, but for which contributions to pension insurance are not calculated (for example, temporary disability). This will have to be written in 2 lines:
- in the first - one of the codes “ZGDS”, “ZGD”, “ZGGS”, “ZMS”, “ZMD” - for the entire period within the reporting period;
- in the second - another code additional information for calculating the insurance period, for example “VRNETRUD”. But in this case, the period specified in the second line must be within the period or be equal to the time specified in the first.
Please note that the amendments to the Pension Fund of Russia came into force on 01/01/2019, and they will have to be taken into account not only when submitting reports for the current year, 2019. Starting from the new year, according to the updated rules, you will also have to report in the case of a SZV-STAZH report for an employee who is planning to apply for a pension this year. This is important to know in order to understand how to check the SZV-STAZH file for 2019.
The new SZV-STAZH form looks like this:
How to check SZV-STAZH for errors
Even in the new Resolution, the Pension Fund does not provide any control ratios so that companies know how to check the SZV-STAGE for 2019. But there are a few verified rules that will help you avoid mistakes:
- Before checking SZV-STAZH on the PFR website online, look at the number of insured persons in the report. It must match the number of employees indicated in the SZV-M form.
- Sections 4 and 5 are filled out only in cases where a document with the “appointment of pension” type is submitted. However, employees who will retire this year must also be reported in a general form based on the results of the reporting period. The SZV-STAZH verification program for 2019 most likely will not notice such an error, but during the reconciliation, Fund employees will identify it, and then they may be punished for the fact that the company provided incomplete information.
- We recommend that you review the document before submitting the final report. For this purpose, a free verification program SZV-STAZH 2019 has been developed; the latest edition is always up to date on the official website of the Foundation.
Error codes generated by the verification program for SZV-STAZH for 2019
If you are going to check SZV-STAZH online, then you must understand that the system may produce certain errors. As PFR employees explained, there are 5 types of notifications that the policyholder should pay attention to. Let's figure out what they mean.
Codes 10 and 20
If the online SZV-STAZH check on the Pension Fund website produces an error with code 10 or 20, this indicates the presence of minor shortcomings. If you first submitted the document and only then decided to check the SZV-STAZH file online, then you need to correct the inaccuracies by submitting the SZV-KORR form to the Fund. Don't forget that it must also be accompanied by the EDV-1 inventory.
Code 30
Checking SZV-STAZH online without registration may give an error code 30. It signals the presence of more serious shortcomings. In particular, the system may detect an incorrect indication of the employee’s first, patronymic or last name, or an incorrect SNILS.
It’s great if you first decided to check the SZV-STAZH report online, found errors, corrected them and sent the report in perfect condition. But if the verification took place after you submitted the information, then if there is an error with code 30, you must send another SZV-STAZH with the “Additional” type to the Pension Fund and clarify the incorrect information.
Code 40
Checking SZV-STAZH for 2019 online shows code 40? This means that there are errors in the report, which the Pension Fund of Russia accepts, but the employer will need to clarify some data. For example, after checking SZV-STAZH on the Pension Fund of Russia website, you will have to correct the incorrect position code of an employee entitled to preferential seniority.
To correct inaccuracies, you need to prepare and submit the SZV-KORR for those employees whose data was incorrect. It is possible to avoid submitting a corrective report if you check SZV-STAZH online for free before submitting the original form.
Code 50
The report was prepared incorrectly, and the Pension Fund of Russia will not accept it. In this case, the employer needs to re-form the SZV-STAZH with the “Initial” type. But first you should double-check all the data, since errors can be elementary, for example, incorrect registration number the policyholder in the Pension Fund of Russia.
To prevent the year from turning into disastrous results and financial sanctions, we will provide several “beacons” for the successful submission of reports to pensioners.
Beware of fines
Article 17 of the Law on Accounting in the OPS System No. 27-FZ provides for the imposition on an employer whose report to the Pension Fund contains errors of penalties in the amount of 500 rubles for each insured employee. That is why checking reports in the Pension Fund of Russia is of great importance. Attention should be paid to both SZV-M and RSV-1.
Regarding RSV-1, there is one important point concerning possible errors in the personal data of employees. The above-mentioned Article 17 states that penalties for the employer in this case will be 5% of the amount of insurance contributions payable. The fine is calculated for the three-month period preceding the discovery of the omission in the report. Thus, checking RSV-1 is also important.
Introspection
To simplify the verification procedure as much as possible, the Pension Fund has developed own programs, which can be accessed on the official website of this organization - www.pfrf.ru.
To get to the section " Free programs, forms and protocols”, go to the “For Policyholders” tab, and then to “Employers”. Here it becomes possible examination PFR reporting for 2016 year. Here is the exact link.
However, pay attention to an important point: Only those employers who submit information to the Pension Fund electronically can check their reports in this way. This method is the most convenient. However, in order to have this opportunity, you must first enter into an agreement with the fund.
How to check RSV-1
Let's figure out how to do this. You can check the report on form RSV-1 using staffing capabilities software that the company uses to fill out this form. For example, the program may detect the following possible errors:
- in the amounts of transferred contributions;
- V social numbers. employee insurance;
- in indicating the periods of service of employees;
- the presence of negative accrual amounts.
On the Pension Fund website you can find CheckPFR program. It does verification of reporting to the Pension Fund for 2016 year. How to work with it? You just need to download it from the fund’s website or select the “Check” tab and the check option third party programs(if you use your own accounting software).
Checking the report at the Pension Fund of Russia in 2017
Next year, the Federal Tax Service will check insurance premiums. The only exception will be deductions for injuries.
Therefore, from 2017, only annual individual accounting and SZV-M data will need to be sent to the Pension Fund. They can be verified, as now, with the help of official developments of the foundation. And here checking the DAM report from 2017 will fall on the shoulders of the tax authorities.
Policyholders who provide individual information for 25 or more insured persons are required to submit a form (Clause 2, Article 8 of Law No. 27-FZ dated April 1, 1996). And to be sure that electronic form does not contain errors, it would be a good idea to check SZV-M. After all, no one wants to receive feedback on a submitted form.
The solution is simple - you can use the SZV-M verification program developed by the Pension Fund. You can download it from the federal website of the Pension Fund of Russia.
In addition, your options software Some regional branches of the Foundation also offer to check the SZV-M file.
All these programs are available completely free of charge. But you need to remember that they are updated periodically. Accordingly, you need to monitor the updates and remember to install them on your computer.
SZV-M - 2016: verification using software in practice
To inspect SZV-M report you can by running the generated xml file through the downloaded verification program. As a result of the check, the program will issue a protocol, which, of course, may be negative. Errors identified during testing of SZV-M, naturally, need to be corrected. And if the program issues warnings, it’s not a big deal. The report should be accepted with such inaccuracies.
Another option is to conduct the SZV-M check online. The same organizations that offer software for the preparation of various types of reporting, often provide their clients and future clients with the opportunity to check their SZV-M directly on the website (including before purchasing them software products, at least the first time or the first few times). In this case, you don't even have to download anything. You can generate SZV-M in any way on your computer (the main thing is that you end up with an xml file) and run it through the application on the website.
So SZV-M testing can be carried out through programs different methods.
Desk inspection of SZV-M
After your SZV-M report is accepted and a positive protocol is received from the Pension Fund of Russia, it will have to undergo one more check - a desk check. After all, the SZV-M admission program will completely replace the Foundation’s specialists with this moment can not.
As a standard, when installing the program on your computer, additional reporting testing programs are downloaded. They are needed to increase the likelihood of successfully submitting documents.
Reporting testing is carried out using two programs:
- "CheckXML"- a program for checking individual personalized accounting information submitted by policyholders to in electronic format in format 7.0, as well as for comprehensive testing of the reporting file in form 2-NDFL (information on income of individuals), presented in XML format.
- « CheckXML- UFA» - a program for checking the calculation of insurance premiums and individual personalized accounting information submitted by policyholders electronically in format 7.0.
These programs are integrated into “SBiS++ Electronic Reporting”, so when you submit the required report for signature, you will automatically be asked to check the document. After checking, an error log is provided. If there are none, the program will close the report and prepare it for sending.
Despite the setting automatic update together with “SbiS++ Electronic Reporting”, it happens that they are not updated. Most often, this is due to weak signal Internet connection, resulting in optional updates not being downloaded.
Don't ignore updating reporting testing programs!
The pension fund periodically changes the verification scheme in these additional programs and if the program old version, it may not show errors, or it may show errors that actually do not exist.
Follow the instructions when doing step by step actions and programs will be successfully updated.
Step 1: Download "CheckXML" and "CheckXML-UFA"
First of all, you need to download programs from the Internet. To do this, go to the website http://buhsoft.ru.
On the right half of the site you will see a section "Reporting programs". To get started, download "CheckXML". In the subsection " CheckXML» click on the link "ProgramCheckXML».
There will be a transition to next page site, needed in the section "Step 2.1 Download programs for Pension Fund reports and 2-NDFL" in the column "Download" click on the link "CheckXMLInst.exe" in line
After that, return to the section "Reporting programs" click on the link "CheckXML-UFA Program" on the right side of the page.
To download the program in a new window, click on the link “Download the program (version from **.**.****)”.
Once all programs have been downloaded, you can begin installing them. Before doing this, it is advisable to close all programs in use, including 1C, because You will need to restart your computer for the new changes to take effect.
Step 2. Install the CheckXML program
Installed first "CheckXML", to do this you need to run a file called "CheckXMLInst.exe" and follow the installation wizard's advice.
At the end of the installation, you need to uncheck the box next to "Run the program after installation" and press "Ready".
Step 3. Install the program " CheckXML- UFA»
- Run the file "setupCheckUfa.exe» and follow the installation wizard's prompts.
- In the second step you need to select the item "I accept the terms of the agreement" and continue.
- The fourth step involves selecting the installation version. You are taking « Standard version» and press "Further". Continue following the installation wizard's instructions.
- At the end of the program installation, you need to uncheck the box next to "RunCheckXml- UFA» and put a tick next to the item "InstallFirebird». To complete the installation, click "Complete".
After the window disappears, wait a couple of minutes. If nothing happens, the installation is complete. If the window shown in Figure 5 appears, then simply click "OK".
Once the installation is complete, restart your computer and the changes to the programs will take effect.
