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