Preparation and sending of SZV-M from 1C: Accounting 3.0

SZV-M report: general description

There are a lot of reporting forms in the Pension Fund of Russia, but in 2021 another one appeared called SZV-M as information about insured persons. This event is connected with the ban on indexing pensions for working pensioners and this now needs to be somehow controlled. This report is filled out by companies of all organizational forms where there are subordinates working under a contract. Even if you have only one, you will still have to report. There are two ways to send such a report:

1. Those who have no more than 25 subordinates on their staff are allowed to report in paper form.
2. Anyone above this threshold is reported electronically only.

The pension also provided for a fine for violation of reporting deadlines or errors in it. Each employee will be charged 500 rubles. If you violate the filing form, you face a fine of 1,000 rubles.

Who submits the SZV-M report in 2021 - in the infographic below:

Electronic form SZV-M

Everything is clear in paper format, but the following services will help you create an electronic report:

• online services on an ongoing basis;
• trial versions in online services;
• special accounting programs;
• free PFR software or “personal account” on the PFR website.

How to make SZV-STAZH in 1C

Another form that must be submitted to the Pension Fund is SZV-STAZH. In general, it must be taken once a year. And it can also be done in 1C programs.

SZV-STAZH in 1C 8.3 Accounting and in 1C ZUP are located in the same place as SZV-M reports. When filled out on the screen, the SZV-STAZH report looks similar to the SZV-M report, but when printed, a completely different form appears. After filling out the printed form, you must check the correctness of the entered data. You can print out the SZV-STAZH form and the inventory according to the EDV-1 form, which is submitted along with the SZV-STAZH.

The latest version of the 1C program is 8.3. However, version 1C 8.2 is still in use. The interface of this program differs from 1C 8.3, but the principle of arrangement of documents and reports is similar to the 1C 8.3 program, so finding SZV-M and SZV-STAZH in 1C 8.2 will not be difficult. You need to follow the same chain: reports - regulated reports - information about the insured persons.

Get acquainted with the procedure for filling out the SZV-STAZH form .

Find out about the compatibility of the SZV-M and SZV-STAZH forms .

Types of SZV-M reports

It is necessary to decipher what forms of clarification to this report the regulator has provided for us. They are needed to correct previously submitted information to the pension. So, the possible options are outlined in the table below.

Finding the required functionality in the software and how to make a SZV-M report in 1C is not difficult and it is located in the salary and personnel menu in the information about insured persons, SZV-M. This is where you will need to create a new working form and for its type at the top right, select the required indicator from the list.

Preparation and sending of SZV-M from 1C: Accounting 3.0

After reading the article, you will learn how to properly prepare and then send SZV-M to the Pension Fund of the Russian Federation from the 1C: Enterprise Accounting version 3.0 configuration.

Many people know or have heard about the SZV-M report. If this is new to you, we’ll explain it in more detail. This is a report that is submitted once a month. It contains personal information about employees who have insurance. The report is submitted to the Pension Fund. It includes the employee’s full initials, his TIN and SNILS. It must be submitted by the 15th of the current month that follows the reporting month. For example, if you need to submit a report for April, then this must be done before May 15.

The reporting form itself is very simple and easy to understand. But if the deadlines are violated, the company can receive serious fines and suffer large losses. Currently, the fine for late submission of a report is 500 rubles per employee. At first glance, the amount is minimal, but if you imagine that the organization has 50 employees, the fine takes on alarming proportions - 50,000 rubles. Considering that large enterprises have even more employees, it is better not to take risks and send reports on time. It will be very disappointing if, due to negligence, you are late for at least a day, and you have to pay such an amount.

To compile and send a report, you do not need to have any skills or special abilities. This can be done by both the head of the organization and the accountant. In some cases, this work can be entrusted to a manager. Of course, in fact, working with reports belongs entirely to the accountant - this is his original responsibility. But it happens that the accountant is on vacation, and it’s time to submit a report. He may also get sick or not go to work for another good reason. The main thing is not to panic, but to quickly solve the problem by preparing and submitting a report. You can delegate this work to another employee who understands documentation and can handle the task without problems. Find out how to do it correctly from this article.

To get started, go to the home page to see a list of accountant tasks. Next, go to the “All tasks” tab and see when the last report was submitted. There is also information on how many days are left until the deadline.

You see the list of tasks in the form of a clear table. It lists the main tasks that an accountant must complete on time. Next to them are the dates by which this or that must be done. As a rule, the tasks include not only submitting a report, but also timely tax payments and issuing salaries to employees. In this list, find the report that you now need: “Insurance premiums, monthly reporting SZV-M.” Look at the left column. It states the last day when you can submit reports and avoid fines. As you can see in the picture, the number is 17, despite the fact that by law it should be 15. But when the 15th falls on a weekend or holiday, it is moved to another working day, and then the due date is pushed back a little.

There are 2 simple ways to prepare this report. You can simply follow the link by clicking on the name of the report you need - this is the first method.

After clicking on the link, you will see a form through which you can create a report. All you need to do is click on the “Create” column.

After this, a report will open in front of you. To arrange it correctly, you do not need to perform any complex actions. Just click on “Fill”, after which automatic filling will begin.

The second way to create a report is as follows. Go to the “Reports” menu, from there go to “Regulated reports”.

You will see the “1C-Reporting” form. There is a section called “Reports”. Click on it. Next - “Create”. A whole list of reports will appear. We select the appropriate one from it, click on “Select”, we get into the report itself - and then everything, as already described. Click on “Fill” and the program will do everything for you.

After this, you need to run a report, then click on the “Check” button. After that - “Check on the Internet”.

A window will open asking you to consent to the transfer of personal data. Switch to “Yes”, click on “Continue”.

If the report is compiled correctly, the program will report this. If you need to see the inspection report, click on the appropriate link.

The inspection protocol contains all the nuances of the report. If there are any inaccuracies or errors, everything will be in front of you.

Once you have carefully studied the protocol, you can close it. Next, remove the verification window. It's time to send the report to the Pension Fund. To do this, click on the “Submit” button. You will need to confirm that the report has been completed correctly. Check the “Yes” box, then click “Submit”.

After this, the report will begin to be sent - it will take some time.

Once the sending is completed, the program will report that the process was successful.

The material was presented in the most accessible way possible - not only for accountants, but also for ordinary novice users who have not previously encountered the need to submit reports. If after reading you still have questions, you can ask our specialists by phone.

The most common options for clarifying data using 1C

So, as will be clear later, there are many reasons for clarifying the information submitted to the pension, but the following are the most widely used:

1. The reporting form for September was not compiled taking into account layoffs that took place on the first day of this month. Even one business day indicates the need to add it to the report. It is in this option that a clarification is submitted reflecting information on the last name, INN and SNILS of the person who was fired. There is no need to list everyone again.
2. 2. The opposite situation, when we submitted information for the current month on a subordinate who was fired before it occurred, requires you to use the canceling clarification option. You resubmit only the erroneous position with all the necessary data on it. This situation also prohibits listing everyone, since the pension machine will reset such information for everyone. The subordinate may no longer work in the company, but receive some types of payments and deductions from them, and this is not the basis for filing a report on him.

1. Incorrectly submitted information specifically about a subordinate requires the use of additions to the report listing new correct data. Only the corrective item should be sent to the regulator, and not the entire list in a row.

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.

Good afternoon, dear colleagues. It’s been a while since I pleased you with my messages on the topic: “What and where is in 1C programs and how to find it?”

This year, accountants have had to work with new reporting forms.

both in the Pension Fund of Russia and the Federal Tax Service, and the 1C company does not allow you to relax: searching for each report in different programs turns into an “exciting journey” through different tabs and bookmarks. It’s good if the accountant has time for this. And if not?

Recently, requests have become more frequent about how to find these reports in the ZUP 3.1 program. This is a salary program with a completely new brain and a completely different interface. It has a lot of new and interesting things, but the most important thing is that it only works with accounting 3.0.

So, let's look for reports in the new program. On the “Reporting and Certificates” in the upper left corner, the very first section is called 1C reporting. This is where we go. I foresee your questions and absolutely agree with the objections: What should we do there if we submit reports, for example, through Kontur or Taxcom, and not through 1C reporting? And yet, the program developers subtly hint that all the most important things should be in 1C reporting.

Click on the magic “Create” button and in the list that appears, open the “+” on reporting for individuals:

And voila, here it is our reporting:

Let's create the SZV-M for August 2021. As always, click on the “Fill” :

We click “Post and close” and…..and a surprise awaits us: where is our reporting?

Hmm, as an experienced 1C user, I’m starting to “play around”. You must either go to any section of 1C reporting (for example, Notifications) or close the 1C reporting section and go again, and then the loss will be found.

Somehow it’s not very convenient. Or maybe I don't have some secret? Does anyone know? Share. And you won’t be able to mark a report for deletion just like we’re used to. The program will display the following warning:

That is, you first need to open the SZV-M report, cancel posting, and only then can it be marked for deletion.

The article turned out to be a little chaotic, but this is due to confusion when getting to know the capabilities and disadvantages of the new program.

Something like this. Read, write. If I'm wrong somewhere, I will be glad to see your comments.

Thank you. See you soon.

Your consultant, Victoria.

More on the topic:

An attempt to fill out 6 personal income tax in ZUP 2.5 Form SZV-M in 1C programs

Filling out 6-NDFL (continued) SZV-M in 1C 7.7

6-NDFL material benefit Surprises of the positive protocol SZV-M

And again 6-NDFL

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Features of filling out the SZV-M form in 1C

It would not be amiss to describe the procedure for generating SZV-M by the user in the software and for this, pay attention to such events. First, check whether all your subordinates have SNILS, and those with whom you signed an employment contract should also have it. You can see such information at the end of the reporting month by asking the machine to generate a report based on personal data.

The absence of SNILS for a subordinate entails that it will not be included in the report, and, consequently, a distortion of the reporting information for the pension.

Next, you should double-check that all business transactions and information as of the date the report was generated are reflected in the registers. The process of generating the reporting form is as follows:

• Set the generation of a new report;
• Select the required parameter, namely the company when maintaining multi-component accounting of several companies and the timing of the generation of the reporting form;
• Click on the data filling command.

Upon completion of the above steps, the machine will automatically begin to enter the required information into the reporting form. In order to be able to maintain precise control over both the accuracy of information and the timing of its sending, the developers came up with such convenient commands as:

• seal;
• examination;
• unloading;
• sending to the pension authority (who has 1C-Reporting connected).

If you are sure that your report has been included in the pension account, then the developers recommend checking the box Accepted by the Pension Fund. It is thanks to this function that you can be sure that no one will correct your report. Thus, the machine offers you to use a fully automated accounting method for filling out a reporting form for a pension. You just need to update the software version if for some reason you have not done this before and the functionality was not available to you.

Accounting features

Having carefully studied the explanations to the report, we can conclude that you will need to indicate information on those people with whom the company has agreements with the following content:

• a civil contract under which work is performed or services are provided. This can easily include a contract or a paid (paid) service agreement;
• author's order agreement;
• agreement on the alienation of special unique rights to works of science, literature and art;
• labor contract;
• publishing license agreement;
• a license agreement granting the right to use works of science, literature and art.

It does not matter whether there were payments for labor within the framework of the above contracts and, as a consequence, the transfer of insurance premiums. The machine, through 1C reporting in the general report menu, by creating a form, allows you to create an automated form. You only need to apply the required report called information about insured persons, SZV-M, in the report types of the reporting folder for individuals. Next, enter the reporting period correctly and use the auto-fill functionality. You also have the right to record the information you entered from its possible modification after sending the report to the regulator.

Results

Reports in the forms SZV-M and SZV-STAZH are submitted to the Pension Fund of the Russian Federation by all legal entities and individual entrepreneurs who have hired employees working under employment or civil law contracts. If accounting is kept in the 1C program, then these forms are filled out there automatically. If personnel records are maintained correctly, there will be no need to make changes to the report. Also, from 1C you can immediately send reports to the Pension Fund of the Russian Federation if “1C: Reporting” is connected. It is possible to upload the report to a third-party reporting program or print it on paper.

Sources: Federal Law No. 27-FZ dated April 1, 1996 “On individual (personalized) registration in the compulsory pension insurance system”

You can find more complete information on the topic in ConsultantPlus. Free trial access to the system for 2 days.

Who does not submit SZV-M to the Pension Fund of Russia

Any obligation for companies to submit reports for review by regulators also has exceptional possibilities. Thus, the following business entities are exempt from drawing up the form:

• farms without hired subordinates;
• Individual entrepreneurs, arbitration, private lawyers and notaries, since they pay contributions to the treasury exclusively on their own;
• employers of foreigners and stateless people temporarily staying in the country or engaged in remote work, for whom standard pension accounting rules do not apply;
• employers in relation to the military, employees of the law enforcement agencies of the Ministry of Internal Affairs and the FSB, since pension insurance does not apply to them, and other guarantees apply.