An enterprise, at the request of its employee or on its own initiative, can accrue and pay financial assistance. In this article I want to tell you how to do this in 1C ZUP 8.3, in the form of step-by-step instructions.

Financial assistance refers to one-time payments. In previous versions of the 1C ZUP program (8.2), to reflect this type of accrual, there was a document “Registration of one-time accruals to employees of organizations.” Now he's gone. Many people have a question: how to calculate financial assistance? I’ll say right away that there is such a possibility, but initially it is disabled in the system.

Settings of the 1C ZUP program for calculating financial assistance

To make the “Financial Assistance” document available in 1C ZUP 8.3, you need to make two settings. The first is to check the “Paid material aid employees."

We go to the 1C Enterprise settings section (the “Settings” menu, then follow the “Payroll” link and go to the payroll settings). In this window there is another link: “Setting up the composition of charges and deductions.” Click on it. Another settings window will open. It contains several bookmarks. We are interested in the “Other accruals” tab. This is where you need to check the box described above:

Now, in the “Salary” section, the “Financial Assistance” menu item will appear.

The second setting that needs to be done is to add an accrual with the purpose “Financial Assistance” to the list of accruals.

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• On the “Basic” tab, in the “Accrual purpose” field, select “Financial assistance”.
• In the “Accrual is carried out” field, indicate “By a separate document”.
• In the “Calculation and Indicators” section, select the calculation method – fixed amount.

Basically, this method is used, although it is possible to set a formula for calculation based on some indicators. These indicators will appear later in the document to be filled out:

Click “Save and close”.

By the way, if you do not go into the settings for the composition of accruals and deductions, but add an accrual with the purpose “Financial Assistance” to the list of accruals, then the checkbox in the settings will be checked automatically, and the item will also appear in the menu automatically.

Let's start calculating.

Accrual and payment of financial assistance in 1C ZUP

By clicking the “Create” button in the “Financial Aid” list form, we will create a new document.

Let's fill out the header of the document. I would like to draw your attention to the “Type of financial assistance” attribute. Help can be provided for different reasons, so there may be several settings with this purpose. Here we select the accrual we need. Let's add an employee to the table section. In the “Result” column we indicate the amount of financial assistance. The program prompts us to select “503” as the deduction code. When choosing a code, the program should calculate the deduction amount for us.

The document has two calculation options:

• automatically;
• manually by clicking the “Recalculate” button.

If the “Automatic calculation in documents” checkbox is not selected in the settings, then when you change the details, a yellow button will appear in the tabular section. To recalculate the document, you need to click it.

But then I ran into a problem. In my settings, automatic recalculation was disabled, and to calculate the deduction amount, I clicked on the button. The result was like this:

That is, an error occurred and the amount was not calculated. Perhaps the error has already been corrected in your program release, and you will be able to recalculate the amounts without additional settings of the 1s 8.3 program.

To accrue financial assistance to employees in 1C ZUP 3.1, configure the salary calculation; if necessary, you can further configure or create calculation types for accrual and register financial assistance either in a document Material aid , or a document Vacation(if you need to accrue financial assistance for your vacation).

To calculate financial assistance to former employees, use a document Payment to former employees .

Financial assistance in general (except for financial assistance for vacation)

Setting up 1C ZUP 3.1 for calculating financial assistance

In the payroll settings, check the box ():

As a result of checking the box, three types of accrual with the purpose will be added Material aid :

Each of these types of accrual has its own characteristics of setting up taxation and is used for registration various types financial assistance:

If necessary, by copying based on these types of calculations, you can create new types of accrual if, for example, it is customary in an organization to divide financial assistance not only according to methods of taxation, but also on some other basis, for example, according to the method of reflection in accounting. The main thing is that the purpose is indicated in the accrual type settings Material aid and is executed According to a separate document :

Using the document “Financial Assistance”

Calculation of financial assistance in 1C ZUP 8.3 in general case(except for financial assistance for vacation) complete in the document Material aid , which becomes available after checking the checkbox Financial assistance is paid to employees in the payroll settings.

In the document:

When registering financial assistance by code personal income tax 2760 (by default this is the accrual type Material aid ) a deduction is applied 503 V maximum amount 4,000 rub. Since 4,000 rub. - this is the amount of the annual deduction for financial assistance, then in the 1C ZUP 3.1 program it is tracked what the amount is by the deduction code 503 was applied for each employee in the current calendar year.

For Financial assistance at the birth of a child (personal income tax code 2762 ) it is important to indicate in the document Amount of children for the deduction to be applied 508 :

Payment of financial assistance

In case of payment of financial assistance during the inter-payment period, the payment in 1C ZUP 3.1 can be registered directly from the document Material aid on command Pay out .

As a result, a document will be created Statement... with payment method Material aid and with reference to this document Material aid .

You can also create a statement independently, directly from the statement journal, indicating the payment method Material aid and selecting the documents for which the payment is made.

To calculate financial assistance for vacation in 1C ZUP 3.1, in the salary calculation settings, check the box Financial assistance when providing vacation (Settings – Payroll calculation – Setting up the composition of accruals and deductions – Financial assistance tab):

As a result of checking the box, the accrual type will appear Financial assistance for vacation . By default, the accrual type has a formula for calculating the amount that is a multiple of the salary (the multiple is set during the initial setup of the program). If necessary, the formula can be edited.

Reflect the accrual of financial assistance for vacation in 1C ZUP 3.1 in the document Vacation. To calculate such financial assistance, check the box on the main tab Financial assistance for vacation :

As a result, on the tab Accrued (details) calculation will occur according to the type of accrual Financial assistance for vacation :

Payment of financial assistance for vacation occurs along with vacation pay. The statement can be entered either directly from the document Vacation on command Pay out, or in the document journal Statement..., indicating the payment method Vacation and the document itself according to which the payment is made.

Financial assistance to former employees

The employer can also pay financial assistance to former employees. To register such financial assistance in 1C ZUP 3, in the salary calculation settings, check the box Income is paid to former employees of the company .

After that in the directory Types of payments to former employees Define the settings for paid financial assistance: personal income tax code and type of income from insurance premiums. Several types of financial assistance can be described with different settings, if required.

Please indicate the required type of payment in the document. Payments to former employees , select former employees (from the directory Individuals ) and indicate the amount of assistance paid.

Document Payment to former employees in 1C ZUP is used for the purposes of accounting for personal income tax, contributions and generating data in the document Reflection of salaries in accounting . Document Statement for calculating payments to former employees is not entered into the ZUP. It is assumed that settlements with former employees are recorded in the accounting program.

Watch our video tutorial on calculating financial assistance in 1C ZUP 3.1:

In this case, the accrual of assistance can be issued either at the request of the employee or at the initiative of the company. You can make a payment in two ways:

• as other expenses;
• as part of net profit.

In accordance with the law of the Russian Federation, Article 23 Art. 270 of the Tax Code, financial assistance that was included in the list of other expenses is not taxed. Thus, financial assistance should be posted to account 84.

Thanks to the program "1C: Salary and Personnel Management" 3.1. calculating financial assistance is not only faster, but also much easier, since you can immediately see all the deductions, the amount the employee will receive and other details regarding this type of expense.

Typically, financial assistance is a one-time payment.

Setting up 1C:ZUP 3.1

In some programs, the financial assistance payment function may be disabled. Therefore, you first need to activate it in the “Financial Assistance” document.

After this, you can apply for financial assistance due to the birth of a child, marriage, loss of a relative or illness.

To register a document for payment of financial assistance, you first need to create and fill it out. In the fields we indicate the following:

• In the “Month” column – indicate the month of registration of financial assistance in the program;
• Type of payment;
• Date of payment;

• Accrued. In this field, enter the amount of assistance;
• The amount of the deduction. This field is calculated automatically;
• personal income tax;
• To payoff. The amount that a person will receive “in hand”;
• Contributions. In this field, enter the amount of insurance premiums.

Financial assistance is paid interpayment or together with wages.

Example of registration of payment of financial assistance in the program

Below we will look at an example of registering the accrual of financial assistance due to illness. former employee who has already retired.

To calculate financial assistance to employees who no longer work for the company using this program, you need to go to the calculation settings and activate the function of paying former employees:

After this, in order to see exactly what insurance premium and personal income tax will be for this operation, we set up a directory:

There we select the appropriate type of payment, depending on the reason for the payment (payment in connection with retirement, reimbursement of the cost of medicines, etc.).

Registration of payment transaction

This document can also be in printed form:

When the accrual is completed, you should check the postings.

Financial assistance is cash or other property provided by the employer to its employee in connection with natural disaster or other emergency circumstances, death of a family member, birth of a child, vacation or other circumstances.

We will tell you in our material what entries for financial assistance an employee needs to make in accounting.

Deciding on the type of financial assistance

Order accounting financial assistance depends on its type and method of provision.

If financial assistance is lump sum payment employee when providing him annual leave, the payment of such assistance is provided for by a labor, collective agreement or local normative act employer and is related to the employee’s performance of his labor function (depending on the size wages, compliance with labor discipline, etc.), then such assistance is part of the wage system and is reflected in general procedure, characteristic of.

Thus, financial assistance for vacation can be accrued as follows: accounting records ():

Debit accounts 20 “Main production”, 26 “ General running costs”, 44 “Sales expenses”, etc. – Credit to account 70 “Settlements with personnel for wages”

In addition, it is necessary to reflect personal income tax withholding and calculation of insurance premiums, as well as the issuance of financial assistance:

And if the payment of financial assistance is not related to the provision of leave to the employee in accordance with the remuneration system, the accounting procedure will be different.

Financial assistance as part of other expenses

Financial assistance paid to an employee for other reasons will be reflected as part of other expenses in account 91 “Other income and expenses” (clauses 12, 13 PBU 10/99, Order of the Ministry of Finance dated October 31, 2000 No. 94n):

Material assistance in kind

If financial assistance is given to an employee not in money, but in property (for example, goods), then instead of accounts 70 and 73, the accounts of property issued as financial assistance will be credited.

In addition, since the transfer of ownership of goods free of charge is recognized as a sale, VAT will have to be charged on market value transferred property (clause 1, clause 1, article 146, clause 2, article 154 of the Tax Code of the Russian Federation).

Personal income tax on the amount of in-kind financial assistance will need to be withheld from cash income employee.

The 1C company has released version 8.3 of the 1C:Enterprise platform. The new platform implements many functions and mechanisms that are of interest to both developers and users. We will talk about the main directions of development of the platform and new opportunities for users in this article.

Why do we need a new platform?

The dialogue between an accountant and a 1C developer is sometimes like a conversation between a deaf person and a blind person. The programmer sprinkles cryptic terms and asks frightening questions: what platform do you have? what about the configuration? Or even worse: will you work in a thin client? But the accountant is lost and doesn’t know what to answer. Therefore, before describing the advantages of the new platform, let’s understand the terminology, that is, we will find out how the configuration differs from the platform, and a thick client from a thin one.

So, configuration is the accountant's working environment. When you launch 1C:Enterprise, you find yourself in your configuration, where you enter data, perform some operations and generate reports. There are many configurations, they are created to solve various problems in accounting, trade, production, etc. The configuration can be standard - its functionality is the same for all users; or it can be adapted, that is, “added” to the needs of the client. Examples of typical configurations:

• Enterprise accounting;
• Salary and personnel management;
• Complex automation;
• Taxpayer;
• Money, etc.

In the configuration for the user's work, everything is already ready: there is a structure of the information base (directories, documents, reports, processing, registers, etc.). This structure was created to solve certain problems and an accountant cannot change it in normal work. You can change anything in the program structure, that is, adapt the configuration for a specific organization, only in the Configurator. It is in the Configurator mode that an application solution (standard or non-standard) is created.

This is the foundation on which the configuration is built. It contains a set of tools both for setting up the configuration and for its operation. Without the platform installed on the computer, neither the 1C:Enterprise mode nor the Configurator will work. The platform bears the following names: “1C:Enterprise 7.7”; “1C:Enterprise 8.0” (8.1, 8.2) and, finally, the new platform “1C:Enterprise 8.3”. A change in platform for an accountant is not visually noticeable unless the editorial configuration changes at the same time.

Client application, in other words, client is an integral part of the platform. The client acts as an intermediary between a person (user or developer) and the program. The program, through the client, receives data from the user, processes it, and then returns it again through the client application. A person can interact with the program in different ways, according to which there are four clients:

• thick;
• thin;
• web client;
• configurator

Fat client is a client application familiar to everyone, which was used in 1C:Enterprise versions 8.0 and 8.1. The thick client has the most impressive distribution volume and must be installed on the user’s computer. The thick client allows you to implement all the capabilities of 1C:Enterprise, including setting up and modifying the program using the configurator. The thick client does not support work via the Internet.

Version 8.2. and 8.3 are focused on working with users in a thin or web client. And the thick client is mainly used by developers and administrators.

Fundamental difference thin client is that it provides work with information databases via the Internet. The thin client also requires prior installation on the user’s computer, but has a significantly smaller distribution size, that is, it takes up much less disk space than the “thick” client. This “lightness” allows you to use low-power devices, such as laptops, to work with it.

To work in web client There is no need to install the program on the user’s computer at all. Unlike thick and thin clients, it does not operate in the computer's operating system, but in the Internet browser (Internet Explorer, Mozilla Firefox, Google Chrome or Safari). Therefore, the user can log into the working 1C application from any device. To do this, just launch your browser and enter the address of the web server on which the information base is located.

Configurator. This is a client application intended for developers and administrators. With its help, you can make changes to the standard configuration. The configurator requires a thick client to run.

How to soar in the “clouds” with 1C

With the development of Internet technologies, another term came to us - "cloud". Working in the “cloud” means that a person can connect to the desired program or database remotely. In the case of 1C, this means that there is no need to download the database or even install the configuration onto the user’s computer. You can connect to your work database through any browser. This technology is fully supported by the new 1C:Enterprise 8.3 platform.

What are the benefits of working in the cloud? The first is mobility. The employee ceases to be tied to the workplace. And this is extremely important for specialists who are forced to move around due to their line of work. For example, a sales manager will be able to quickly enter data about a deal that has just been concluded right at the table in the client’s meeting room. And the chief accountant can go to the dacha and complete his reporting in the fresh air among his favorite beds.

The second advantage is savings on equipment. There is no need to spend money on building a local network, purchasing a server, or maintaining it. In addition, with this organization of work, the requirements for hardware are reduced, because there is no need to install the program on employees’ work computers. Therefore, a bulky system unit or a heavy laptop can be replaced with an ultra-thin netbook or even a tablet.

And finally, the third advantage is automatic updates. Since applications are stored in the cloud, there is no need to monitor their updates and maintain the functionality of the program - all this is done on the cloud server. At the same time, your company’s data does not hang between heaven and earth: although the technology is called “cloud”, the base of your enterprise is still stored on hardware. Only the hardware does not belong to you, but to the service provider. Therefore, all maintenance, archiving of your data, as well as its security is provided by the service provider. You don't have to think about it anymore.

You can work in the clouds through a specially developed service - the 1Cfresh.com portal. This method of operation does not require the purchase of a program or license. By connecting to the service, users see the accounting information base of their organization and work with the data from this database: adding documents, building reports, etc. In this case, the database is physically located on a server owned by 1C. Today, working through 1Cfresh is possible with several applications: “1C: Accounting 8”, “1C: Management of a small company”, “1C: Entrepreneur’s reporting”, “1C: Salary and personnel management 8”, “1C: Public institution accounting”, "1C-KAMIN: Salary". Moreover, these programs can only be used in standard version. All that can be improved are external reports and processing.

By the way, users can always return to the previous “classic” version of work, in which working applications are installed locally, and the database is hosted on their own equipment. Moreover, you can switch from one form to another and back at any time if you wish; the procedure is included in standard solutions.

Remote connection using 1C:Link

1C-Link is another option for remote work, but you cannot call it “cloud”: with it you do not transfer your databases to someone else’s server. They remain on your hardware, but with the help of 1C technologies you get secure access to your application from anywhere in the world. This method of organizing work is suitable for small companies that do not have programmers and technicians on their staff.

You will have access to 1C information databases 24*7 from anywhere in the world where there is Internet access. All modifications and settings of 1C applications are saved. You work as you are used to, and the information databases still remain on your computer.

From an information security point of view, such a connection is reliable: 1C:Link does not store or decrypt subscriber data, and your computer remains invisible over the regular Internet. Access via 1C:Link can be configured independently, without the involvement of specialists, and access can be organized to several information bases simultaneously.

Work on mobile devices

The new platform “1C:Enterprise 8.3” is more configured to work with mobile devices than the previous one. For example, it maintains communication even with low-speed Internet. This makes it possible to work with 1C programs on a tablet or smartphone via a GPRS connection. And the web client allows you to connect to the information base using only the browser available on the device.

However, browsers running on mobile devices, have a number of limitations. To bypass them, the web client was modified to take into account the specifics of the Safari mobile browser and the iPad itself. As a result, the iPad now supports touch text input, lists have side scroll bars and can be controlled with a finger, the height of rows in tables has been increased for ease of use and the width of buttons in the input field in drop-down lists, the calendar has also grown in size. Standard zoom in and zoom out gestures are supported.

In addition to a specially adapted web client for iPad, a “mobile platform” appeared as part of the 8.3 platform. This is a technology that allows developers to create applications in iOS and Android. Such mobile solutions work autonomously, but if necessary they can synchronize their data with standard solutions 1C via mobile internet(via a wi-fi network or the Internet from a cellular operator). At the moment, mobile solutions are already available for the “Document Flow”, “UNF” and other configurations.

Work on different operating systems

Until recently, users operating system Linux could work in 1C:Enterprise 8 only through a browser using a web client. And the configurator was not available to developers and administrators in this environment at all.

With the advent of the 1C:Enterprise 8.3 platform, such restrictions no longer exist: client applications have been created for the Linux operating system, similar to those that exist for Windows, that is, “thin” and “thick” clients. In addition, the configurator has also become available on Linux. Consequently, users will be able to work with the program in any mode, and developers have the opportunity to make individual settings in the program. To organize the operation of 1C applications over the network, you can also get by with devices running on Linux.

New Taxi interface

A new interface has been created for the new version of the platform "Taxi". Its main visual difference is the large font and optimized workspace. What is optimization? Firstly, the developers hid all rarely used elements. Secondly, the user can now independently design his own desktop, placing the panels in the part of the screen he needs.

Favorites. You can now add not only data objects (documents, directory items), but also commands to your favorites. Moreover, this can be done almost anywhere in the program in “one click”: from the form, from the functions menu, from the history dialog.

Search. Now full-text search is available in all application solutions: the program has a standard search form.

Navigation. The navigation bar is now located above the workspace, rather than to the left as before. The functions necessary for convenient navigation are now implemented in several auxiliary panels: tools, favorites, history, etc.

Calendar. Appearance The calendar has been changed, selecting the month and year has become more convenient.

"Single Window Interface". This is another feature of Taxi. In the new interface, most forms open in one main window, and the user can move back and forth through the forms open in the window by clicking on the arrow. This mode is similar to the browser.

You can compare the new and old interface using the example of a magazine Sales of goods and services in the “Enterprise Accounting” configuration (rev. 3.0) in Figures 1 and 2.

Rice. 1. Magazine Sales of goods and services in the “Taxi” interface of platform 8.3

Rice. 2. Magazine Sales of goods and services in platform 8.2 interface

Form command panel. Teams Burn, Burn and Close etc. are now made in the same style and have become more obvious (see Fig. 3).

Rice. 3. New view of the command line

Entering new elements. Add new element the reference book has become easier. There is now a button in the list that drops down below the input field. It allows you to create a new data element and automatically inserts a link to this element in the input field (see Fig. 4).

Rice. 4. Creating a new directory element

Story . The role of History as a data retrieval tool has increased. Now this is not a history of changes, but a history of discoveries, in which the number of saved elements has been increased.

Compatible with previous versions

Platform 8.3 supports special compatibility mode information bases with previous versions. This allows you to use application solutions developed on the 1C:Enterprise platform versions 8.1 and 8.2 without additional modification. Compatibility mode also allows you to migrate the platform from version 8.3 to 8.2 if necessary.

Version 8.3 of the platform is available to users of the 1C:Enterprise 8 system who have entered into a 1C:ITS agreement, as well as to partners of 1C without additional payment.