How to form SZV M in 1C 8.3

Form SZV-M – monthly reporting to the Pension Fund, which reflects information about the insured persons. If during the course of a month, even for one day, an employment contract or a GPC agreement was concluded with an employee, then it must be included in the report and submitted to the Pension Fund. As a visual aid, we will try to show how to make SZV-M in 1C 8.3 (8.2) ZUP and Accounting 3.0.

The purpose of the SZV-M report, deadlines, composition of information and penalties are illustrated below:

For more details on why the SZV-M form is filled out, and the specifics of filling out the SZV-M form, read our article.

Where to find and how to form SZV M in 1C 8.3

In 1C 8.3 Accounting 3.0 SZV-M can be obtained from the 1C-Reporting form or fill out SZV-M from the section “Salaries and Personnel” - “PFR, Packages, registers, inventories”:

Next “Create” – “Information about insured persons, SZV-M”:

When you click Fill in 1C 8.3, data is automatically generated, and you must check that the SNILS column is filled out.

If SNILS is not filled out in the 1C 8.3 database, then this employee will not be included in the information about insured persons in the SZV-M form. Therefore, you need to make it a rule that when applying for a job or concluding a GPC agreement, immediately request SNILS from the employee and enter it into the 1C 8.3 database without waiting for the end of the month. Otherwise, you will not be able to submit SZV-M reports for this employee. TIN is indicated if available:

We generate an extract from SZV-M upon dismissal - sample

An extract from the SZV-M report upon dismissal is drawn up according to the same rules as the report itself:

Section 1 provides information on the policyholder - name of the organization or full name. entrepreneur, Pension Fund registration number, tax identification number and checkpoint (if available).
Section 2 must reflect the reporting month and year for which the statement is provided.
In section 3, indicate the type of form - original (ref);
Section 4 includes information about the employee to whom the document is issued.

It is impossible to include information on other team members in the statement, as this will lead to the disclosure of personal data, and this is subject to disciplinary, administrative, and in some cases, criminal liability.

See what an extract from SZV-M looks like when an employee is dismissed:

Filling out SZV M in 1C ZUP 8.3

In 1C 8.3 ZUP, select “Reporting, certificates” - “PFR, Packages, registers, inventories”:

Using the “Create” button, select “Information about insured persons, SZV-M”:

Next, click the “Fill” button:

If an organization has just switched to working in the 1C 8.3 (8.2) program and is going to create the SZV-M form for the first time, then you need to take into account that a file in XML format is provided to the Pension Fund. The name of this file is formed according to certain rules. One of the components of the name is the code of the territorial body of the Pension Fund.

Program 1C 8.3 (8.2) “takes” the code of the PFR body from the organization’s settings, from the Fund tab, where the code of the territorial body of the PFR should be indicated. This is usually the first six characters of the registration number. Accordingly, if this code is not specified in the 1C 8.3 (8.2) database, then the file name is formed incorrectly:

Currently, 1C programs have a built-in check, so when uploading a file, the 1C program will prompt you that the fields are not filled in and you need to enter the PFR authority code:

In this case, you need to fill in the data and repeat the upload. Then the file will be uploaded correctly. After which you can send it to the Pension Fund.

Deadlines for submitting the SZV-M report

The reporting limit for SZV-M is the middle of the month following the reporting month, that is, the 15th day. Holidays and weekends move this deadline to the next working day. But you have the right to submit information earlier than the specified period; this is not prohibited by law. However, you must be completely sure that no changes in staffing will occur this month, which is very risky. The opposite situation threatens with penalties for inaccurately submitted information.

Each policyholder has the right to send this form to the pension for persons with whom an employment contract has been drawn up and for whom insurance payments are transferred. The reporting form is sent to the territorial body in which the company is registered.

The location of the report differs in different configurations. Therefore, it would not be amiss to dwell on this in more detail:

The 8th version allows you to enter the working form thanks to two possible options. So, the first one is in the salary and personnel menu in the insurance contributions field. The second way is in 1C-Reporting in regulated reports. There, click on create a report. Select reporting for individuals here and you will see the required report there;
version 7.7 has the same report name as everywhere else and is located in the personnel subsection at the very bottom of the list;
In ZUP, the report is placed directly on the desktop in the Pension Fund tab.

Features of filling SZV-M

For example, an employee changed her last name and independently applied to the fund to replace her insurance certificate, without notifying the employer about this.

In this case, the Pension Fund will change the last name in the insurance certificate and in its database. And if the employer submits reports with the employee’s “old” surname, the Pension Fund will send a request for additional information, since the SNILS number does not correspond to the surname.

Therefore, it is necessary to submit information about this employee again. Moreover, if the employer manages to submit repeated information on time, then there will be no fines. But if he fails to do so within the prescribed period, the Pension Fund has the right to fine him. In this regard, it is recommended to submit the SZV-M form in advance so that there is time to correct inaccuracies in information about employees.

For example, an employee does not go to work, absenteeism is reflected and wages are not accrued.

In this case, you need to indicate the employee in the SZV-M form. Even if the employee did not work for a whole month and was not fired for absenteeism, but has an employment contract, then information on it must be submitted.

For example, a company has just been registered and the function of the general director is with a single founder - an individual, while wages have not been accrued or paid.

In this case, you need to contact your Pension Fund and find out information about submitting a SZV-M report in this situation.

Since in the Pension Fund the data in the SZV-M will be compared with the data in the RSV-1 form, and if the only founding director is not indicated in the RSV-1, but is reflected in the SZV-M, then a “inconsistency” in the data will arise. Therefore, there is only one recommendation - contact the Pension Fund and find out how they want to receive information.

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How to pass SZV-M

There are several ways to present the SZV-M form:

Clause 2 Art. 8 of the Law “On individual (personalized) accounting in the compulsory pension insurance system” dated 04/01/1996 No. 27-FZ establishes that any policyholder can report electronically. Therefore, let us dwell in more detail on this method of submitting the SZV-M form.

You can submit SZV-M electronically through special operators who provide special software for filling out information. It can be used to fill out and submit other reports or declarations.

You can create SZV-M in 1C and send it to the Pension Fund there, if you connect.

You can create an SZV-M in 1C, then upload it to third-party software and send it from there.

In any case, it is necessary to conclude an agreement with the Pension Fund on the exchange of electronic data.

You can make a SZV-M report in 1C, print and submit a paper version, however, from January 10, 2022, this is only possible if there are less than 10 people.

Below we will look at how to make SZV-M in 1C.

What happens if you don’t pass the SZV-M on time? Look at the penalties for this .

Adjustment and cancellation of events in SZV-TD

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Adjustment and cancellation of events in SZV-TD

April 8, 2021

Customer question:

How to adjust or cancel personnel activities transferred to the Pension Fund in the SZV-TD report?

Answer:

Personnel activities are considered transferred to the Pension Fund if the Document accepted by the Pension Fund (cannot be edited) checkbox is checked in the SZV-TD report:

When the checkbox is checked in SZV-TD, personnel documents (Hiring, Dismissal, Personnel transfer, Labor registration, etc.) become unavailable for editing:

If necessary, you can enable the ability to edit personnel documents through the More / Edit document button:

Adjustment of transferred personnel activities

There are two ways to adjust - activities can be adjusted directly in the personnel document with which it was registered, or using the “Registration of Labor Activities” document, which can be opened in the Personnel / Electronic work books section:

After correcting the information, you need to create a new SZV-TD.

note

, if you change anything in the personnel document (for example, information about the event that was transferred to the Pension Fund of Russia) or simply cancel the document, then the transferred personnel event is registered as canceled.

After re-posting, changing or canceling the document, a new event will be generated (a new event identifier will be generated).

When changing data in a personnel document in the SZV-TD report, the first line with previously transmitted information will be marked with a cancellation sign, and the second line with new (changed) data about the event:

If the document has been canceled, a line will be generated with previously transferred events with a cancellation sign:

If information has been changed in the personnel document that is not transferred to the Pension Fund (amounts of accruals, entitlement to leave, etc.), then when posting the document a new event (new identifier) will not be generated.

Examples of adjustments to transferred activities:

Example 1

– making changes to the personnel document

The employee was hired on August 3, 2020, and the information about the employment was accepted by the Pension Fund of Russia. In the SZV-TD report there is a checkmark Documents accepted by the Pension Fund of Russia (not edited). In September, an error was discovered; it was necessary to indicate the reception date as 08/10/2020. A decision was made to correct the personnel document.

In Hiring, click the More / Edit document button to enable the ability to edit:

We change the date of reception in the document. When generating the SZV-TD report, two lines will be generated - one with the cancellation of a previously transferred event, the second with correct data. The cancellation date is usually the current date of the computer:

Example 2

– changing information using the document “Registration of Labor Activities”

Information was sent to the Pension Fund of the Russian Federation, but an error was made in the order number; instead of number 70-l, an event with order number 70 was sent.

We will correct the submitted information with the document “Registration of Labor Activities”. To change the details of a previously transferred event, click on the “Change” button. In the window that appears, the left side displays a list of employees for whom there are personnel events, and the right side lists personnel events for a specific employee:

When you select an event that needs to be changed, two lines will appear in the Labor Activity Registration - one with a sign of cancellation, and the second with the same data to which changes should be made:

After adjusting the data and posting the document, two lines with activities will appear in the SZV-TD report - one canceling, the second with the correct information:

If the personnel event was registered by the Labor Activities Registration, then to adjust the activities you also need to use the Labor Activities Registration document (the More / Change document button or the Change button).

Cancellation of transferred personnel activities

To cancel a previously transferred event, you can cancel the personnel document with which the personnel event was registered, or create a document Registration of Labor Activities and click the “Cancel” button to cancel the previously transferred personnel event. After which you need to create a new report SZV-TD.

Example

– cancellation of a transferred personnel event

Arrangements for transferring the employee to another position were transferred to the Pension Fund of Russia. It later turned out that the events were transmitted erroneously. It is necessary to cancel the transferred personnel activities.

1) Cancel the “Personnel Transfer” document when generating the SZV-TD, a line with previously transmitted information will automatically appear with a cancellation sign.

2) Generate a document “Registration of labor activity”, in which click the “Cancel” button (1), a window will open in which you need to select the employee on the left for whom the event is canceled (2), in the right part of the window select the event to be canceled (3):

In the document, the line with the canceled event will be gray and the cancellation date will appear:

Information that was canceled will be reflected in the SZV-TD form automatically upon subsequent generation:

The article was prepared by Anastasia Polnikova, consultation line specialist

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