How a sample reconciliation report with the Pension Fund is formed in 2020

Companies reporting to the fund via the Internet now have the opportunity to undergo electronic reconciliation with the Pension Fund of Russia in one day. The algorithm of actions is as follows

09/08/2011 "UNP"

1. Find out if there is a possibility of quick reconciliation

Electronic reconciliation with the fund is now possible in the 27 largest regions of Russia. In particular, the Moscow region, Khabarovsk and Perm territories, the Republic of Tatarstan. New regions are constantly joining the project.

2. Create and send an electronic request

To receive a certificate of settlements with the Pension Fund of the Russian Federation, you must send a request to your fund management in electronic form, signing it with an electronic digital signature (clause 2 of the Procedure, approved by order of the Board of the Pension Fund of the Russian Federation dated March 10, 2011 No. 85r). In the “Referent” program, which Taxcom subscribers use, to do this, in the top menu of the program, click the “Clarification of Pension Fund Payments” button, and in the window that appears, click the “Generate” button. SKB Kontur subscribers need to click the “Reporting to the Pension Fund” button, then “Request an extract.” Electronically signed requests will be signed automatically.

3. Receive an electronic certificate from the fund

According to the general rules, the Pension Fund must submit a certificate within five working days from the date of receipt of the request (clause 7, part 3, article 29 of the Federal Law of July 24, 2009 No. 212-FZ). But for electronic reference there is a shortened period. The fund must send it the next business day after receiving the request. The fund also certifies the certificate with an electronic signature (clause 3 of Procedure No. 85r). As we found out, fund management usually meets this deadline.

The certificate is sent in the recommended form from the letter of the Pension Fund of the Russian Federation dated July 23, 2010 No. TM-30-24/7800. This form does not contain a breakdown by payment, it shows only the final balance for each type of contribution - overpayment or arrears of contributions, as well as the balance of penalties and fines for each type of contribution.

4. Verify data and make adjustments

If the balances on the certificate match the company data, the reconciliation can be considered completed. But the discrepancy may mean that some payment did not reach the fund. Then it is safer to undergo a face-to-face verification with the fund. After clarification of the data in the Pension Fund of Russia department, all that remains is to request a certificate again and check whether the payments have been entered correctly into the company’s personal account.

Reconciliation with the Pension Fund of the Russian Federation is necessary in order to verify the calculations between each of the parties. Each organization during the period of its economic activities uses different systems of payments to budgetary authorities. When hiring employees to pension fund branches, monthly deductions are made, which are established by law.

Why is verification with the Pension Fund required?

The reconciliation report is essentially a supporting document. It makes it possible to check all the necessary information on contributions to the fund during a specified period of time. Making payments to government agencies is the direct responsibility of every company that operates in Russia.

Accountants in organizations must monitor economic activities and actions to pay all legally required funds to the budget. If there are shortcomings under these articles, this may cause a number of difficulties for the organization.

Every quarter, special reports are compiled and sent to supervisory authorities. They exercise control over the economic activities of each company. Based on the results of the submitted papers, the authorities conduct reconciliations for the presence of discrepancies in the submitted documents and the information that they have.

To resolve such issues that arise, additional documents may be required. Or on-site inspections are scheduled to identify violations in the field of budget legislation.

You can avoid such nuances by using a service such as reconciliation of payments with the Pension Fund. This appeal allows you to clarify the funds being deducted. Using this act, you can also check information when preparing annual reports, which must be submitted to the tax authorities within a specified period of time.

The certificate contains all the necessary information about financial transactions that were carried out at a certain time. A timely requested act allows you to avoid further disagreements when checking annual reports in tax authorities.

How to reconcile with the Pension Fund of Russia

Reconciliation of settlements with the Pension Fund can be carried out in the following ways:

• by mail
• on a personal visit
• through the Internet

The availability of these methods allows you to choose one of the methods convenient for the company for issuing the act. In each of the listed methods, it is necessary to submit an application to the fund branch where the funds are transferred.

All actions to obtain a certificate must be initiated only by organizations. Pension funds themselves do not provide such documents without request.

Reconciliation with the Pension Fund via the Internet

For a convenient request, there are also official Internet resources that allow you to receive the required act in electronic form. Information about the current status of accounts is provided only through specialized services and your personal account.

In order to gain access, you must go through the registration procedure. On the official website of the foundation there is a special form for entering the details of the organization. After registration. The company gets access to data on the current account and transactions carried out over the entire period.

A company can find out information of interest via the Internet in two ways:

1. use of your personal account on the official portal of the fund. After registration, the organization gains access to its personal account. It presents various columns of information on the current status of deductions. Also, if necessary, you can request information on payments made for a specific period of time.
2. make a request through the operator. Such a portal provides services for requesting the necessary information on government resources. However, actions here are limited. You can only receive a statement of the current account status

These methods can be used not only to identify shortcomings and debts, but also to control the resulting overpayments. When making deductions. The amount may be higher than required. Therefore, it is also worth making sure that incoming funds do not accumulate in the fund’s accounts.

How to make a request for an act

If the method of direct application or request through post offices was chosen, then it is necessary to draw up applications for obtaining the required certificate for the specified period of time. To complete it correctly, you need to know the exact address and name of the department where the request is sent. This information is indicated in the header of the form along with the details of the applicant’s organization.

The application itself will contain the following information:

• organization details;
• Company name;
• if the person is an individual entrepreneur, then passport data and residence address are indicated;
• legal address of the company;
• communication data.

The contents of the application indicate the request for the necessary information and the period for which the report must be drawn up. After the paper is accepted into the fund, a registration number is affixed to it. This number, along with notification of acceptance, is sent in writing to the applicant. After which the department employees begin to generate the required document within five days.

What information is contained in the act

The act issued by the fund contains the following information:

• name of the organization;
• legal address;
• registration numbers;
• position of head of the fund department;
• details of the manager;

The issued form is unified. The entire act consists of 3 sheets. On pages 2 and 3 there is a table of calculations for all insurance deductions for the period specified in the statement.

If you find any discrepancies with the information in the issued report, please contact our employees for advice. They will help you understand the data and identify any inaccuracies. The company’s lawyers will also help you draw up a return request to make changes to the fund’s database on payments made.

Overpayment of insurance premiums may occur in the event of an incorrect calculation or indication of an inappropriate amount in the payment order. To regulate such issues, the following regulations are provided:

• Federal Law of July 24, 2009 No. 212-FZ;
• Articles 18-23 and 25-27 No. 212-FZ.

Article 26 of the Federal Law states that overpayments for insurance premiums for compulsory health insurance, compulsory medical insurance, in the event of maternity, an accident at work or temporary disability, as well as penalties to the state budget, are subject to offset against future insurance accruals, repayment of debts for fines or refund in cash equivalent.

Thus, forms 21 and 22 are used to return an overpayment on a legal basis or take it into account for the purpose of paying future contributions. In addition, you need to understand how the credit is made and what the requirements for the forms are.

Reconciliation with the fund is always required to return the accrual

. To do this, the head of the organization is recommended to contact the insurance premium administrator working at the Pension Fund, then the presence of arrears and the imposition of fines will be excluded. This reconciliation by the administrator is necessary for high-quality preparation of a report on the results of the year and mutual settlements with the Pension Fund.

Payments are verified with the data of the Pension Fund in order to generate annual financial statements. This condition is a mandatory requirement for mutual settlements with him.

Before reconciling the contribution of the overpaid amount to the Pension Fund and the fund details, the insurer will need to request from this body either a certificate or information about the status of the settlement. Their difference lies in the fact that information about the status of the settlement includes a breakdown of incoming charges with a full breakdown of each contribution for a certain time period. The certificate and information about the account status contain information about the final indicators for calculations.

Exodus

When can we consider the reconciliation completed? And when the information from your accounting sources completely coincides with the contents of one of the documents indicated in the table.

In the opposite situation, when everything is not in order with your payments, be prepared to enter into a more detailed mode of joint reconciliation of payments with the Pension Fund . Based on its results, the fund’s employees will draw up a special act (form 21-PFR). Moreover, you can still submit your objections to it.

The joint reconciliation will necessarily cover the following deductions:

1. for an insurance pension;
2. for a funded pension;
3. at additional rates;
4. for compulsory medical insurance in the FFOMS + in the TFOMS (until December 31, 2011).

How to check via the Internet

The traditional way to submit a request to the fund is a personal application

. At the Pension Fund of the Russian Federation, the head of the organization draws up a statement, the text of which states a request to provide one of the documents.

You can quickly obtain a certificate or information about your account status via the Internet. You can request a statement of contributions using an electronic digital signature (). Then the required document in electronic form will be provided within 24 hours or the next business day if the request was sent on a weekend or holiday.

You can also request a document through your personal account on the official website of the Pension Fund. This requires registration. Having gained access to the history of their insurance premiums, the payer requests a document, which will also be received electronically during the business day.

After receiving the document and detecting overpayments or arrears, they begin a reconciliation carried out by the policyholder together with the insurer. As a result, a reconciliation act is formed, regulated by Federal Law No. 212-FZ. This document records information about accrued payments.

How to submit an application to the Pension Fund for reconciliation of calculations

The procedure for drawing up such a document as an application for reconciliation of settlements with the PRF is not approved by law. Therefore, companies have the right to develop their own forms, but the application must indicate the following:

• recipient's name;
• name, identifying information about the applicant;
• request for reconciliation;
• the date on which payment information is required;
• the manner in which the information should be provided.

As a guide, here is a sample of this statement.

SAMPLE APPLICATION TO THE PFR FOR RECONCILIATION OF CALCULATIONS

Offset of overpayment

After the Pension Fund employees receive an application for offset or return of the amount of money, as well as upon completion of the reconciliation and signature of the act, the offset period begins. The decision on a refund or credit is made within 10 working days from the date of:

• signing the reconciliation report;
• if this has not been carried out, receive an application for credit.

If the fund makes a positive decision, based on Articles 26 and 27 of Law No. 212-FZ, the amount is credited within 30 calendar days

. If, after approving the application, the PRF has not returned the overpaid amount 30 days later, it will be possible to recover interest from this body, accrued daily at a refinancing rate of 1/300.

Also, upon approval of the application for offset, the enterprise can recover from the Pension Fund an amount in the amount of excess penalties and fines with interest at the same refinancing rate (1/300). But if a company has debts on these fines, it will first have to pay them, and then the Pension Fund of Russia will return the excess amount.

There may also be a case in an organization when an accountant made an error in the details, discovered it, compiled and paid for the correct report and submitted a letter to the bank. Then the organization overpays, and Social Insurance becomes a debtor.

The FSS informs the debtor of the discovery of an error after the expiration of the payment period for insurance payments within 10 working days. But it would be much better for the insurer not to wait for the fund to discover the error, but to independently contact the authorities and request a reconciliation.

Basic moments

In order to carry out a reconciliation with the Pension Fund, the payer of contributions must request from the control authorities one of the following documents:

By means of a certificate, the applicant is informed about the presence of arrears in insurance payments or excessive overpayment. The certificate is compiled as of a specific date.

The information provided by the Fund provides a breakdown of all payments made by the policyholder in the period shown in the submitted request.

If there is no arrears or overpayments, the reconciliation process is considered completed.

When the information of the Pension Fund and the policyholder differs not in favor of the payer, there is a need for a more thorough reconciliation of payments.

To do this, all calculations regarding insurance premiums, fines and penalties are checked. The consequence of such a check is drawn up in a reconciliation report with the Pension Fund.

Many payers are interested in how to request a settlement balance, but it is not as difficult as it might seem.

What it is

What a reconciliation act is is clear from the name itself; the act displays the results of reconciliation of settlements between the parties.

The reconciliation report with the Pension Fund involves a detailed display of all payments made by the policyholder and amounts received by the Fund.

The payer of insurance premiums has the right to contact the Pension Fund of the Russian Federation with a written request to provide a certificate regarding the status of settlements for paid insurance premiums.

In this case, the Pension Fund is obliged to provide a response, namely the requested document, within five days.

Obtaining complete information from regulatory authorities on issues of calculation and payment of insurance premiums is necessary in order to avoid arrears or overpayments on payments.

Late payment of insurance premiums is fraught with fines and penalties for the policyholder. In case of overpayment of premiums, the policyholder has the right to submit an application to the Pension Fund for offset or return of excessively overpaid amounts.

Arrears, as well as overpayments, must be documented. This task is performed by the act of general reconciliation of paid insurance premiums.

Based on the results of the reconciliation process, the drawn up act is certified by the signatures of the policyholder himself and the authorized representative of the Fund.

What is the role of the document

First of all, the act of reconciling settlements with the Pension Fund plays the role of a supporting document. Before creating financial statements for the year, an organization or individual entrepreneur is required to reconcile calculations with extra-budgetary funds.

Based on the results of the reconciliation, arrears, erroneously accrued penalties, and overpayments are identified. The payer can return these to his current account or count them against future payments.

The basis is precisely the act of reconciliation. In addition, the policyholder may at any time, on his own initiative, request a reconciliation report.

For example, when for some reason there is doubt that the paid insurance premiums have reached their destination or an unscheduled inventory of calculations is carried out.

The Pension Fund is obliged to send the payer a decision, demand or order on the payment of insurance premiums. If the policyholder does not agree with the data specified in the document, he can appeal the Fund’s request.

But first, it is highly advisable to reconcile the calculations. It is quite possible that the paid contributions were simply not received by the Pension Fund or were not received in full.

The legislative framework

The bodies that control the payment of insurance transfers, in particular the Pension Fund of the Russian Federation, as well as the Federal Tax Service, must conduct a joint reconciliation of paid insurance premiums and related payments based on the payer’s application.

This is stated in paragraph 8, part 1, article 18.4 of Federal Law No. 212 of July 24, 2009.

For example, according to clause 1, part 1, article 18.4 of Federal Law No. 212, an organization may need a reconciliation report for calculations in the case when it wants to receive an installment plan or deferred payment.

The application form for joint reconciliation is not fixed, therefore a document is drawn up in free form. Reconciliation can also be carried out at the initiative of the Pension Fund.

As a rule, control authorities initiate this process if an overpayment of contributions is detected. The possibility of carrying out such a reconciliation is stated in Part 9 of Article 19, Part 4 of Article 26 of Federal Law No. 212.

Based on the results of the reconciliation, the company receives the right to submit an application for clarification of payment or an application for a refund or offset of the excess amount. Any reconciliation ends with the execution of a settlement reconciliation report.

The form of the reconciliation report on insurance premiums, penalties and fines with the Pension Fund of the Russian Federation was approved by Resolution of the Pension Fund of the Russian Federation No. 511 of December 22, 2015.

It is noteworthy that Federal Law No. 212 does not regulate the procedure for delivering a reconciliation report to an organization. But based on the form of the act, two methods can be used to transfer a document - personal delivery or transfer by post.

There are no clear deadlines for the execution of the reconciliation report, nor are there strict regulations regarding the reconciliation procedure itself.

Test Rules

Each billing period is a calendar year, within which the offset is made. For previous offsets in the current billing period, overpaid amounts are not refunded.

Article 10 No. 212-FZ indicates the timing of the reporting and billing periods. One calculation report consists of four reports - not quarterly, but for 1 quarter, half a year, 9 months and a year. Interim reports are submitted to the FSS of the Russian Federation and the Pension Fund on a quarterly basis. If, after repaying the debt in the next quarter, the policyholder becomes the debtor, then the settlement period may extend until the end of the current year.

The amount of money is fully returned only after the policyholder has paid off all debts on fines and penalties

. Money from the Social Insurance Fund is also returned by the territorial authority within 10 working days from the date of submission of the full package of documents, which is established by Article 4.6 No. 255-FZ. The amount is indicated in column 7 of table 3 of the reporting.

Time frame for preparing the reconciliation report

The legislation does not establish specific deadlines within which Pension Fund employees must prepare a reconciliation report. Having received the reconciliation report from the Pension Fund employee, the company representative must indicate the date of actual receipt of the document. In addition, you should indicate the method in which the act was sent, for example, by mail or by personally receiving the form at the Pension Fund office.

Important! If the director of the company is not able to personally receive the act, then he can send one of his employees to the fund. To do this, he will need to properly issue a power of attorney.

After the company representative checks the document, he must sign two copies of this document. The first one remains with the company, and the second one returns to the PRF. Only after the act is signed will it be given legal force. Based on such a document, the company will be able to return the overpayment or offset the overpaid funds against future obligations.

Requirements for forms

If preparation is required, then its form is determined by the regulatory authorities. a number of requirements for it:

:

• the act is drawn up in Form 17-FSS;
• blots and corrections are not allowed in it;
• consists of introductory, descriptive and summary parts;
• details of the introductory part - number and date of drawing up the document, full name of the person who carried out the inspection, name of the regulatory body, insurer's organization or full name of the entrepreneur, registration number, Taxpayer Identification Number/KPP, address where the enterprise is located, period of the desk inspection, start and end date and list of provided documentation;
• in the descriptive part, information about the arrears and confirmation of a violation of the law during the inspection is recorded;
• the final report contains the conclusion of the supervisory authority, proposals for paying premiums or holding the insurer liable, changes in accounting documentation;
• signed by the insurer and the fund employees who conducted the inspection;
• each party receives 1 copy of the act;
• the fund has the right to group violations on the part of the insurer into tables, statements and other documents attached to the act.

There is no unified application form today, but each fund has a template according to which these documents are drawn up. If you do not know this, you can submit an application in any form.

A 4-FSS report is attached to the application, but the fund may require other documents depending on the type of benefit. In case of temporary disability, you will need a corresponding certificate from a medical institution.

List of policyholder documents required by the fund in case of pregnancy and childbirth:

• certificate of incapacity for work;
• application for leave due to pregnancy and childbirth;
• order;
• a one-time benefit for a woman registered in a maternity hospital or other medical center during pregnancy up to 3 months;
• child's birth certificate;
• certificate from the spouse’s place of work;
• EDV for child care.

How to fill out form 22-PFR yourself - in this video.

The procedure for processing the reconciliation results

The result of mutual reconciliation with the PFR is the execution of an act (Form 21-PFR). The form of this document is unified (approved by Resolution No. 511p dated December 22, 2015). The act is presented in the form of the following blocks:

1. The header of the act, which indicates the name of the body that carried out the joint reconciliation of calculations, as well as information about the payer of contributions. For the payer, it is necessary to indicate its name, registration number in the Pension Fund of Russia and contact information.
2. The title of the act, as well as its number and date of execution.
3. Officials responsible for conducting the reconciliation. This list indicates representatives of both sides.
4. The time period for which the reconciliation was carried out.
5. Information based on the results of the reconciliation, presented in a table.
6. Signatures of both parties to the reconciliation.

The table in the act must contain those settlement transactions for which payments and balance indicators are verified. Separate lines indicate the balances as of the date specified in the application, show arrears, as well as the amount of excess amounts transferred. All calculated values ​​are indicated in rubles and kopecks. It is also required to indicate the final values ​​both according to the Pension Fund of Russia and according to the company.

The table must be signed by the Pension Fund employee who conducted the reconciliation. A representative of the company also signs the act, having previously studied the contents of the document. If the company agrees with the data in the act, then its representative puts Fr. Otherwise, the representative’s disagreement is expressed as o.

If, as a result of the reconciliation, disagreements are recorded, then after the act is signed, their reason will be identified. To do this, an analysis of payment transcripts is carried out, as well as checking the correct execution of payment orders and, accordingly, attributing payments to the correct types of contributions (

Filling samples

Some policyholders do not know how to fill out an application for a credit or refund of the overpaid amount. To understand how to do this, two cases should be considered:

1. When the amount is offset by the policyholder, the company submits an application in Form 22-FSS.
2. To return the overpayment of insurance premiums, an application is submitted in Form 23-FSS. Based on this document, a refund is made within 30 months from the date of submission.

To simplify the process of resolving the issue of offset or return, the pension fund has developed and published samples of filling out the act and application.

Application template development

Application documentation to the Pension Fund regarding the issues of conducting reconciliation and providing the information necessary for this is not regulated by law. Each subject has the right to develop its own sample. The form must indicate:

• recipient of the application;
• information identifying the employer;
• essence of the request;
• the exact name of the document that is the subject of the application;
• the date as of which it is necessary to obtain calculation data;
• It is recommended to specify a method for transmitting the response decision.

An application for a certificate may look like this:

Office of the Pension Fund of the Russian Federation in Feodosia, Republic of Crimea from Zabeg LLC 298100, Feodosia, st. Gorky, 22 INN/KPP 2125478421/212585472 Reg. No. in the Pension Fund: 547-685-452101

statement.

We ask you to issue a certificate about the status of our company’s settlements for insurance premiums as of the date of the request – 02/15/2018. The document is required to reconcile payments made since the beginning of the year and confirm the absence of arrears or overpayments. The preferred method of receiving a response is by post. Send the certificate to the address: 298100, Republic of Crimea, Feodosia, st. Gorky, 22.

02/15/2018

Markin S.V.

If a request for reconciliation is generated, then the following phrase can be written in the text of the application: “We ask you to set a date and conduct a mutual reconciliation of calculations for insurance premiums for the period from 01/01/2017 to 31/12/2017.”

Filling out a request form to the FSS: nuances

The request form to the Social Insurance Fund must be sent precisely to the division of the Fund that supervises the company submitting the application. Before sending a document, a situation may arise when it is necessary to clarify the location of the corresponding FSS representative office.

To do this you need:

• go to the website fss.ru;
• select in the “Regional branches” section (on the right side of the page) the desired type of subject of the Russian Federation - for example, a city of federal significance;
• select a specific branch, for example Moscow;
• use the “Find your branch” function (in the upper left part of the page), where you can find the address of the territorial division of the FSS by TIN.

In turn, in order to find the TIN of a company, you need to:

• go to the page https://egrul.nalog.ru/;
• by setting up a search by the name of a legal entity or full name of an individual entrepreneur, find the TIN of the corresponding business entity.

If the function of searching for the address of a FSS unit by TIN is not implemented on the website of a specific regional representative office of the agency, it is recommended to call the head office of this structure and clarify the procedure for obtaining the required information.

Sometimes, when filling out a request form to the Social Insurance Fund, you may need to find out or clarify:

• registration number of the company in the FSS system;
• subordination code.

This data can be found in 2 ways:

1. Contact the FSS, whose contacts we can find according to the scheme discussed above.

2. Use the FSS online service - https://portal.fss.ru/fss/insurant/searchInn.

The second option allows you to find out both the registration number and the subordination code according to the company’s TIN.

Which KBK will be used for reconciliation?

If the application does not indicate a list of BCCs that need to be reconciled, then information will be provided in relation to all BCCs for which the taxpayer has an obligation to pay taxes, fees, and insurance premiums to a given tax authority.

Fill out a payment form for free in the service, where the current KBK and other details are entered automatically

If the taxpayer is not obliged to remit taxes, fees, contributions, penalties, fines, interest on all specified in the BCC application for the requested period, the inspectorate will issue a notice of the impossibility of reconciliation.

Results

In accordance with the legislation regulating legal relations with the participation of employers and the Social Insurance Fund, the former have the right to request from the Fund information about the status of settlements for payments, fines and penalties. To do this, an application is sent to the FSS, similar in structure to an application for obtaining a certificate of settlements with the Federal Tax Service. Having received the corresponding application, the Social Insurance Fund must send a certificate to the employer company within 5 days with the necessary information.

• Full name of the document:
  Certificate of settlement status from the Pension Fund of Russia
• Receipt time:
  1 day (4 hours)
• Delivery:
  By courier in Moscow and Moscow Region - Free
• Certificate price:
  from 1,500 rubles
• Payment methods:
  Cash to courier
• Guarantees:
  Payment upon receipt of the document

Receive a certificate on the status of settlements from the Pension Fund of Russia within 1 DAY, in 4 HOURS! FREE delivery in Moscow and Moscow Region! Price from 1500 RUB!

Sending a report via Kontur.Extern

To send to the Federal Tax Service, the form can be downloaded from a file or filled out in the service. Next, we’ll talk about how to work with a ready-made calculation. Separate instructions will be devoted to filling out sections of the RSV directly in Kontur.Extern.

Loading a RSV file

Reporting in the service can be downloaded from a file in XML . To do this, go to the main page and select the “FTS” , then click “Load from file” and select the desired file:

1. If there is no draft for the period, the service will create a new draft and copy all the information from the file into it.
2. If there is a draft in the service, but it does not include individuals, then the information from the file will replace the information in the draft. If there are individuals in the draft, the service will offer to choose how to upload the file:

When you select the first action from the list, the service will overwrite the data on the organization and individuals in the system with the data from the file. You should select this mode if you do not need to save the completed information in section 3. For example, if you download a generated file with a complete list of employees and correct information about them.

For the calculation to be correct, the service must contain correct information of individuals within the reporting year.

The check performed by the service based on this data will be closer to the results of checks carried out by the regulatory authority.

If you select the second action from the list (merging data), the following will happen. The service will combine the employee data in the system with the employee data from the file, and will replace the company details with the details from the file. You should select this mode to save the data contained in section 3.

The association of employees occurs according to the principle:

• The employee on file is missing. The service will load this employee.
• The employee from the file is already present in the service: if the adjustment number matches, then the service will change the information on the employee to the information from the file;
• if the correction number in the service is less than the correction number in the file, then the service will change the information on the employee to the information from the file;
• if the adjustment number in the service is greater than the adjustment number in the file, then the service will leave the employee’s data unchanged.

You can choose which employees to tick in the service after loading:

• Only employees from the file. For example, you need to send a corrective calculation to several persons. In order not to lose the data contained in the service for other persons in the file with the corrected employees, you must select the mode “Combine data from section 3 and overwrite data for the organization” and then “Only employees from the file” . The service will save information on all persons, update information on those being corrected, and select the necessary data.
• Employees previously selected in the draft and employees from the file. For example, you need to generate a report for the entire enterprise, and the service contains employee data for one department. There is a file with employee data for other departments. You should load the file in the mode “Combine data from section 3 and overwrite data for the organization” and then “Employees noted earlier in the draft and employees from the file” . With such actions, the service will retain employees from one division, add employees from another division, and select all employees of the enterprise.
• Only employees highlighted earlier in the draft. For example, after the previous import, only those employees for whom the adjustment was submitted remained in the service. It is necessary to update their information and submit the adjustment again. There is a file with correct data for all employees. You should upload the file in the mode “Combine data from section 3 and overwrite data for the organization” and then “Only employees noted earlier in the draft” . Then the service will enter information for all employees, update information for those being corrected, and save marks for the required employees.

Loading employees in Section 3

If you need to add employees to the service without changing the organization’s data, you should use loading employees in Section 3. To do this, in Section 3 you need to click the “Actions” and then “Load employee data”:

The service has a function for loading insured persons from RSV and 2-NDFL files:

The system will add the employees from the file to the list of employees who are already in the service, while the information about the organization will remain unchanged.

Request to the Social Insurance Fund for calculations: document structure

The request submitted to the FSS must reflect:

1. Information about the recipient of the application:

• name of the FSS body;
• Full name of the head of the territorial division of the FSS (if this data is known).

2. Information about the company sending the application to the department:

• name of company;
• TIN, checkpoint;
• address;

• registration number in the Social Insurance Fund;
• subordination codes.

3. Reflecting the essence of the request, wording of the form “I ask you to issue a certificate on the status of settlements for contributions, fines as of ... (indicate the date).”

4. Reflecting the policyholder’s preferences on the method of receiving a response from the Social Insurance Fund:

• directly during a visit to the department;
• by mail.

5. Date of preparation of the document, full name and signature of the employee who compiled the application.

6. Contacts of the employee who compiled the application.

Wording about the purpose of obtaining a certificate on the status of settlements may also be appropriate (for example, this may be confirmation of the absence of debts to the Social Insurance Fund when participating in a tender).

You can download a completed sample request form to the FSS on our portal.