Do you use tax-free benefits and process the changes via the Keuzemodel in AFAS? This article explains how. Haven't set up the basic integration yet? Read AFAS integration first.
When employees use tax-free benefits through Epassi, i.e. a gross/net exchange on the Epassi marketplace, payroll changes arise that need to be processed in payroll every month.
Epassi provides specific change reports that can be imported into the AFAS Keuzemodel to simplify this processing.
Note: Flexible salary and/or Flexible leave mutations cannot be processed through the Keuzemodel.
How it works
The employer uses the standard Keuzemodel module in AFAS. 'Budgets' in Epassi correspond to 'Goals' (Doelen) in AFAS.
Available sources for exchange
- Salaris
- Vakantietoeslag
- Eindejaarsuitkering
- Verlofuren
You decide which combinations of sources employees can choose. With a combination, the purchase is split evenly across the chosen sources.
Example
- Besteding: €500
- Medewerker kiest: Vakantietoeslag + Eindejaarsuitkering
- Inhouding: €250 Vakantietoeslag + €250 Eindejaarsuitkering
Looptijd opties
Employees choose from the following periods:
- Eenmalig
- 12 maanden
- 24 maanden
- 36 maanden
In the report, a purchase is spread over the chosen period. The periods are standard options and cannot be changed. It is possible to switch off spreading.
Abonnementen
Subscriptions consist of monthly recurring amounts. In the Keuzemodel report, these are reported as a one-off deduction that recurs every month until the subscription is stopped.
Setup & configuration
For each budget in Epassi, you as the employer make the following choices:
- Is spreading payments possible?
- Recommended for example for a bike budget, as this is a larger purchase.
- Which sources or combinations of sources may employees use?
- If leave is a chosen source, which type of leave? Choose from
- M: Meeruren
- O: Overuren
- V: Verlofuren
- May employees submit expenses from this budget, i.e. claim a purchase made outside the Epassi marketplace?
- Method for an insufficient source, choose from
- 1: Restant periodebedrag onbelast inhouden
- 2: Deduct the remaining period amount from salary as taxed
- Settlement on leaving, choose from
- 1: Restant maximaal belast inhouden (VT, EJU, salaris + onbelast)
- 2: Restant inhouden als reguliere periode (bronnen + ingestelde ontoereikende bron)
Export file
See the example export file at the bottom of this article.