Change Log:
Functionality
The Import tool is available under Tools > Import > Finnish Tax Cards:
Selection of employees for the import
The import window selects the employees based on the Employment State drop-down box and the open client. Similar to Crewlist in APM.
If you want to change the Employment State filter, remember to use the “Refresh” button to load the list of employees accordingly.
You can use the “Tag All”/”Untag All” buttons or filter by PIN and Name columns to control the selection of employees for whom you want to import the Tax Card:
Import routine
Press the “Import Tax Card” button to import the tax card for the selected employees. The system shows you the imported data and the import log.
Choose the Income type codes for the tax card:
You can see the result messages on the right part of the window. All successfully received tax cards with details are displayed in the grid labeled “Result of Importing Tax cards”-
In the example above, PIN 305 has received two tax cards, 000024, and 000038.
You can check the result on Payroll -> Constants:
Errors and warnings:
On the right-hand side, you will find a work log and warnings informing you what went wrong and what steps to take next.
Multiple Tax Cards
In the case that a person has multiple tax cards available, then you can select the current Income Type from the list of Available Tax cards.
Housekeeping
Certificate Registration
Applying for certificate
Before you continue, your organization needs a certificate to connect the test and/or production environment. These are two different certificates, one for each environment test and/or production.
Once Vero Skatt approves your certificate application, they will send you the required information, which you use to fill out the information marked below.
How to configure the certificate
Got to > Setup > Certificate
The steps are as follows, 1) Sign New Certificate, 2) Get the Certificate, 3) Install the Certificate on the Current Workstation.
Before continuing with the following steps, select if you want to create a test or production certificate from the drop-down box.
1) Sign New Certificate
Use the information received from Vero Skatt; see paragraph ‘applying for Certificate’.
Field | Value |
|---|---|
Service URL | prefilled by plug-in |
Environment | Based on the selection made Test or Productions |
Customer Name | Free input write your company name |
Income Register | All information in this section you find in the secure email from Vero |
Transfer Id |
|
Transfer Password |
|
Customer Id |
|
Authority |
|
Description |
|
Retrieval Id | When executing the signing of the certificate, the system receives a Retrieval Id. This will be used in the next step: ‘Get Certificate.’ |
Get Certificate
Field | Value |
|---|---|
Service URL | Prefilled by plug-in |
Environment | Based on the selection made Test or Productions |
Customer Name | Free input write your company name |
Income Register |
|
Customer Id | Automatically filed from the previous step |
Retrieval Id | Received in the previous step |
Certificate File | The system will create a physical certificate in the location with the file name given in this field. |
Press execute to create a certificate file
You will be asked to install the certificate:
The system throws the following warning, press Ok to continue
To be sure, you can check if the certificate and key files are in place:
Sent the contents to Vero API support to enable the certificate.
The Income register creates the certificate, and the Vero API Portal needs to register and enable this certificate.
Following: After the above, you need to send the content of the certificate file to Vero API support (You can use Notepad to open the file and copy/paste it to the E-mail). Vero API support will add/enable the certificate to their site, confirm with you, and then you can start to send tax card requests.
Install Certificate on Current Workstation
Other client workstations that are not used to ‘sign new’ and ‘get the certificate’ can use this function to install the certificate.
You can not create certificates on multiple workstations or multiple times.
Before you install the Certificate on the current workstation, you copy the three files (Certificate file, and Private/Public key files) from the original client workstation to the current workstation.
The “Install Certificate On Current Workstation” will let you locate the certificate file, install the certificate, and set the path in the system.
Configure the connection Vera Skatt
Configure Connection to Vero Skatt to import Finnish Tax Cards
Add the URL and APIKey for the test and/or production environment in the general tab.
Field | Value |
|---|---|
Test > URL | Pre-filled |
Test > APIKey | Use the following: 0-046-611-932 |
Production > URL | Pre-filled |
Production > APIKey | Use the following: 0-046-611-932 |
Environment Selection | Select the environment you want to use |
Payer ID | Add your company payer id |
Income Type for Auto Update During importing Tax Card | If the person has no tax card before running the import, the Income Type in this field defines the Finish Tax fields in the persons payroll constants. |
Import Income Type codes
Go to Plugin > Setup
Select Import Income Type codes
Select the Year for import
Load From File and the file from which you will import the codes
Start Update
If the Income Type codes have not changed, they will be kept by the system from the first import. You can update the Income Type codes in case of any changes introduced by the Finnish Tax Office. Make sure the year in the import file and the year selected on the plugin screen match.
Company Setup
The import will be available for all crew employed by the company with Finnish National Payroll Code:
Installation
To install the plug-in, navigate to Install APM Plugin and follow the step-by-step instructions carefully.
The latest plug-in version is available here: http://download.adonis.no/files/upgrade/PersonnelManager/Plugins/FinnishTaxCards/