You can submit reports to the Pension Fund using electronic communication channels. To do this, you need to use special software.
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What program exists in 2020 for submitting reports to the Pension Fund? The pension system is regularly subject to reform.
Sometimes it is very difficult to keep track of all the changes in the process of submitting reports to the Pension Fund. Therefore, the use of various programs for submitting reports to the Fund.
Such software is regularly updated to take into account changing legislation. What program for submitting reports to the Pension Fund of Russia exists in 2020?
Basic Aspects
Any entrepreneur who has at least one employee is required to report on his activities to the Pension Fund.
Currently you can submit reports:
The use of special programs greatly simplifies the process of submitting reports to the Pension Fund.
Online access is the most convenient for transmitting information, but before using it, you must conclude a special agreement with the Pension Fund.
Once the applicant's registration has been confirmed, you can send electronic reports without fear that they will not reach their intended destination.
It must be remembered that failure to submit reports on time can result in fines for the taxpayer.
After receiving the online report within four days, the Pension Fund notifies the taxpayer that it has accepted the report for verification. Otherwise, a refusal occurs and you need to correct the data.
Definitions
Pension reporting is the provision of information about employees to whom wages were accrued and paid for the reporting period. At the same time, information about the amount of income of each individual employee is displayed.
One report combines accruals for insurance premiums, medical insurance and pension.
Personalized accounting information is submitted to the Pension Fund of the Russian Federation along with reporting declarations for the same period.
All taxpayers using hired labor must file with the Pension Fund.
It can be rented even if there are no payments in a certain period. individuals. Entrepreneurs must submit declarations until they officially renounce their existing employer status.
The program for submitting reports to the Pension Fund is a special software, which simplifies the preparation and submission of reports.
Most often, enterprises use special licensed equipment to record salaries and related contributions/taxes.
In this case, reporting may be a built-in feature. If accounting is kept “manually” or the software used is not updated, then special program becomes the ideal solution.
Main functions
The fundamental functions of programs for submitting reports to the Pension Fund are:
| Preparing Accurate Data | Necessary for creating a personal account and issuing an insurance certificate |
| Formation of an application | On the exchange or issuance of a duplicate insurance certificate |
| About the insured persons | |
| Formation of various documents | About work experience, additional insurance contributions |
| Grouping documents | According to the requirements |
| Data output | On paper and electronic media |
| — | |
| Sending reports to the Pension Fund | — |
| Checking the finished report | — |
| Editing reports | — |
The program for checking PFR reporting is selected by the employer depending on the required functions.
The program may have one function or combine the entire reporting process from preparation to submission.
You can use free software provided by the Pension Fund or use paid software. But first you need to make sure that the pension statements sent by the selected program will be accepted by the Fund.
The advantages of using programs for submitting reports electronically include the following:
A little needs to be said about the disadvantages of the programs. The most significant disadvantage is that if it is not possible to send an electronic report, no other report will be accepted.
The Pension Fund will be motivated by the fact that it has been concluded with the employer.
This means that neither paper nor any other reporting, except electronic, can be accepted.
When deciding to use software for submitting reports to the Pension Fund, you need to take into account that if the organization has more than fifty people on staff, reports are submitted only in electronic form.
From 2020, the limit of hired workers is twenty-five people.
Legal grounds
At the end of 2020, the President of the Russian Federation approved. According to its provisions, a new format for monthly reporting to the Pension Fund for employers was introduced.
This was due to the need to track the wages of workers who have already retired, but continue to work at their previous place of work.
Failure to provide a report will result in penalties. According to the new law, all employers must monthly report to the Pension Fund such data as full name, tax identification number, and SNILS of their employees.
The norm has been in effect since April 2020. As for reporting to the Pension Fund in general, you need to report four times.
Reports are sent once a quarter. Deadlines for submitting reports are regulated.
Programs for submitting reports to the Pension Fund in 2020
If the average number of employees is more than twenty-five people, the employer is required to submit reports exclusively in electronic form.
Reports submitted in this way are certified by enhanced electronic signature. However, anyone has the right to submit reports via electronic communication channels. In this case, there is no need to submit paper reports.
To provide electronic reporting you must:
Special programs are used to prepare, generate and verify reports.
You can get them for free by downloading them from the official website of the Pension Fund of Russia, in the section called “Free programs, forms and protocols.”
After sending the completed reports to the Pension Fund through the program, the fund will receive an electronic receipt confirming receipt of the data.
If there are errors, you will receive a receipt indicating the reasons for the incorrect reporting. Reports must be corrected and submitted for verification within the established time frame.
Based on the results of the reporting verification, the policyholder receives from the Pension Fund an encrypted reporting control protocol, certified by the electronic signature of the territorial division of the Pension Fund.
In response, you need to send the same control protocol, but with the signature of the policyholder, which confirms receipt of the document.
In order to facilitate the submission of electronic reports, policyholders can use publicly available verification programs and reporting preparation programs located on the Pension Fund of Russia website in the “Electronic Services” section.
At the same time, the employer is not prohibited from using third-party software, both free and paid.
The main thing is to make sure that the TCS operator has an agreement with the Pension Fund of Russia and has the right to submit reports to policyholders.
To prepare documents
One of the more popular and suitable programs for preparing personalized reporting and submitting it to the Pension Fund is “PU 5 Documents”.
When using 1C programs for personnel records and payroll calculations, you can also create a file with the necessary information in them. The received material is reloaded into “PU 5” and here the necessary report is already compiled.
Will prepare this program DAM for reporting to the Pension Fund. It is also intended for the preparation of individual information in the Pension Fund of the Russian Federation in the form, ADV.
The main software functions are the creation of:
| Preparation | Personal data |
| Exchange of insurance certificate | |
| Issuance of a duplicate insurance certificate | |
| Preparation of individual information | According to the forms, |
| Creation of ADV-10 | Summary statement according to SZV-3 forms |
| Statement of payment for SZV-4-x | |
| Creation | Information on work experience during the period of registration in the compulsory pension insurance system |
| Creation | Information about death |
| Creation |
Additional insurance premiums Registers of insured persons on the transfer of additional insurance premiums |
| Manual input | RSV-1, |
| Grouping documentation | Accordingly, “Instructions for filling out...” |
| Outputting data to magnetic and paper media | For submission to the Pension Fund |
| Printing accompanying documentation | And blank forms of approved documents |
To submit reports
You can submit reports to the Pension Fund using the most well-known program called “Legal Taxpayer”.
This is a free program for submitting reports to the Pension Fund of the Russian Federation, also intended for filling out various tax and accounting reports. This program fully automates the process of preparing reporting documentation.
“Taxpayer Legal Entity” was developed by order of the Federal Tax Service of the Russian Federation. Using the program, you can submit electronic reports and paper reports with two-dimensional barcode symbols PDF417.
According to Letter of the Federal Tax Service of the Russian Federation No. ЗН-4-12/9271@ dated June 6, 2012, from version 4.30 of the Legal Entity Taxpayer program, paper reporting must be generated with the code PDF417.
For check
You can use the CheckXML program to check your pension statements. It is designed according to .
This provision approved the forms of documentation for personalized accounting and determined the format for ready-made pension reporting files - 7.0 XML.
The program is provided to policyholders free of charge through regional branches of the Pension Fund of Russia. It is a universal measure for assessing the correctness of reporting in electronic format.
With its help it is easy to check the finished report. In addition, the program has a built-in address classifier from the State Scientific Research Center of the Federal Tax Service of the Russian Federation.
CheckXML is a testing program and cannot be used for reporting or entering required data.
But with its help, you can check reports for errors and get a file verification log. All detected errors in the generated report are listed here.
Where can I get the latest version?
Since the pension system is constantly undergoing reform, the programs used also need changes.
In this regard, the existing software for submitting reports to the Pension Fund is constantly updated. To avoid errors when preparing and submitting reports, you should monitor the emergence of new versions of the program used.
You can get the latest version of the program to simplify reporting on the Pension Fund website. Here, updated programs are freely available, in the section called “Electronic Services”.
It is also convenient to use the electronic service “Insurance Premium Payer's Account”. All established data formats, updated document forms, and edited rules for checking reports are posted here.
Using the Account, you can not only check the statements, but also view related information and so on. All processes are carried out in real time.
How to update the program
To update the reporting program, go to the Pension Fund website in the “Software” section.
Here you need to download the desired program and reinstall it on the computer you are using. You can also contact any Pension Fund branch to update the program.
The new program will be written to the flash drive or disk. After this, all that remains is to install the updated program.
If you encounter difficulties in using the program for preparing and submitting reports to the Pension Fund, you can contact the territorial division of the Fund.
Pension Fund employees, of course, will not fill out the report themselves, but they will help you understand the nuances of working in the program and explain the procedure for filling out the RSV-1 form.
Also, any questions about working with programs and downloading updated versions can be clarified by calling your Pension Fund branch.
APPLICATIONS AND CALLS ARE ACCEPTED 24/7 and 7 days a week.
The program was developed by URViSIPTO PFR of the Russian Federation together with the BukhSoft company.
The CheckXML program is designed for testing reporting files provided by employers to the Pension Fund of the Russian Federation on machine media (floppy disks, etc.) or via electronic communication channels via the Internet in format 7.0.
Documents (files) valid since 2010 are being checked:
- Quarterly reporting according to the RSV-1 form
- RSV-2 and RSV-3
- new personalized accounting documents (SZV-6-4, ADV-6-5, ADV-6-2, SPV-1)
As well as other files transferred to the Pension Fund from the following types documents:
- Personal data
- Individual information about length of service and earnings SZV-6-1, SZV-6-2, SZV-6-3, ADV-6-3, SZV-4-1, SZV-4-2.
- Statements of payment of insurance premiums.
- Applications for the exchange of insurance certificates.
- Applications for the issuance of a duplicate insurance certificate.
- Death certificates.
- Forms for VHI (voluntary insurance contributions).
Attention!
The CheckXML program, presented for download on our website, does not have any differences from the versions transmitted to the Pension Fund of Russia branches for receiving reporting files from policyholders.
However, CheckXML developers are not responsible for the results of testing reports when using third party developers, including free programs Pension Fund branches and commercial programs.
As the practice of reports over past years has shown, the completeness and relevance of such checks did not always meet the requirements of the Pension Fund. CheckXML developers are kindly requested not to bother you with these problems!
CheckXML is constantly updated. Timely updating of versions is an important basis for successful submission of reports to the Pension Fund and the Federal Tax Service. We strongly recommend checking for program updates on our website.
Learn more about the CHECKXML checker
The CheckXML program is being developed in accordance with Resolution of the Board of the Pension Fund of July 31, 2006 N 192p (with subsequent editions) “On the forms of documents for individual (personalized) registration in the compulsory pension insurance system and instructions for filling them out.”
This resolution approved the forms of documents for individual (personalized) accounting in the compulsory pension insurance system and the format of the reporting file in the Pension Fund - 7.0 XML format.
CheckXML is provided free of charge to policyholders through the regional offices of the Pension Fund of the Russian Federation and serves as a universal criterion for assessing the correctness of the formation of information in electronic form. The program allows the policyholder and the inspector of the Pension Fund of Russia branch to determine whether the submitted reporting and the data in it meet the requirements set by the Pension Fund of Russia.
The program contains the latest built-in address classifier offered by the State Scientific Research Center of the Federal Tax Service of the Russian Federation.
CheckXML only provides verification of generated files, but does not provide data entry and reporting. To enter individual information and generate a Pension Fund file, you can use the program CheckXML+2NDFL >>.
How CHECKXML works
To work with “CheckXML” you need to download the installation (installation file) from the website and install it in a separate directory.
To test the generated files, you must enter the CheckXML Verification Program and specify the path to the report files.
To check a file in the Check XML program, you must select the menu Data/PFR file testing or Testing (batch mode) and select the file(s) to test.
Test results are displayed in a separate window in the form of a file verification log. The log lists the errors that are present in the generated file (if any). At the end of the log, a conclusion is made that the verification of the tested file was successful.
Each enterprise must cooperate with the Pension Fund of Russia (PFR) by submitting all reports for its employees on time. Starting from 2011, reporting is required every quarter. Thus, the need arose to automate the process of collecting and submitting information to the Pension Fund.
Today, software for sending reports on employees to the Pension Fund is used in almost all modern enterprises. A novice entrepreneur faces a difficult choice of selecting the necessary software. It is necessary to understand which of all the programs for processing and submitting reports to the Pension Fund at this particular enterprise will bring the most benefit.
According to current legislation, reports can be submitted in person or at electronic version. To switch to electronic document management, it is necessary to conclude an appropriate agreement with regulatory authorities.
In recent years, government agencies have increasingly encouraged enterprises to switch to electronic document management. This became possible thanks to the emergence of special telecom operators.
However, these operators are not always free. Some even have associations with toll roads. Although there are also free versions.
The ability to switch to electronic circulation is not yet required. Each enterprise has the right to choose how to maintain its documentation.
To submit documents to regulatory authorities electronically, at least 3 conditions must be met:
- Availability of the necessary software for collecting information and reporting;
- Programs for transmitting all reports to regulatory authorities;
- Availability of a qualified electronic signature.
In addition to filling out all the documents in these programs, it is also possible to transmit information to regulatory authorities.
The main functions of the software include:
- preparation of reliable information;
- creating an application;
- preparation of individual information;
- creating the necessary packages of documents;
- grouping documents into categories;
- output of documents (if a paper copy is required);
- printing of necessary accompanying documents;
- transmission of reports to control authorities;
- checking the compiled report;
- editing the compiled report.
List for 2020
Reporting software is selected by the manager depending on the required functions. The software can have only one function (for example, only transfer) or combine all functions at once, from drawing up documents to transferring them
The benefits of using reporting programs include:
- You can submit documents until 21:00 (while paper versions are accepted only until 18:00, then the Pension Fund of Russia finishes its work and reports are not accepted);
- You can rent directly from your office;
- if the manager is not there, you can submit reports without waiting for him to put a stamp.
To prepare documents
Such software programs have a function for filling out and reporting. Often information is downloaded directly from accounting software.
It is important to check that the format of the accounting program matches the format of the software for filling out electronic reporting.
If the company employs more than 25 employees, then reporting must be submitted strictly in electronic format. To submit electronic reporting you must:
- generate the required package of documents;
- check and correct all defects;
- check reports for viruses and dangerous software;
- transfer in encrypted form to the Pension Fund authorities.
For reporting
Special programs are designed specifically for the preparation, verification and submission of reports. By visiting the official website of the Pension Fund of Russia (PFR) you can get the recommended software for free. After the report is sent using one of the programs, a letter of receipt will be sent from the fund to the return address. If any errors are noticed, instead of a letter confirming receipt of data, you will receive a letter indicating the errors and asking for correction. The report must be corrected and submitted within the time period specified in the letter.
Ultimately, the policyholder from the Pension Fund receives a protocol for monitoring reporting. It is official, as it is certified by the electronic signature of the Pension Fund of Russia unit. In response, you need to send the same protocol, but already signed by the policyholder himself. These actions confirm that the document has been received.
For check
To check the generated reports, you need to use two important software, these are CheckXML and CheckPFR. They are recommended for use by a resolution of the Pension Fund of Russia board. The applications approve the forms of the necessary documentation for personalized accounting and determine the format for ready-made files. The programs are provided free of charge for policyholders.
Thanks to them, ready-made reports can be easily checked. They have a built-in address classifier. They will show all the errors in the finished report.
CheckPFR and CHECKXML
CheckXML and CheckPFR software applications are now quite common due to their excellent functionality. Thanks to them, you can check already completed reporting for the Pension Fund. After which reports can be freely sent via the Internet or submitted on a storage medium. These programs allow you to be confident that all reporting has been compiled correctly. That is, such reporting in which there are absolutely no errors will be immediately accepted by the Pension Fund of Russia employees without any objections.
These programs for checking reports on insurance premiums are recommended for use by the Pension Fund of the Russian Federation. On the payer's workstation, these programs must be placed simultaneously and must be updated on time.
Download the software and install it in a separate directory. To test files, log into the program and specify the path to the files with reports that you want to check.
- Go to the “Data” section in the menu.
- You need to click on “PFR File Testing”.
- Then you can directly select the files that need to be tested.
The result of the check in a new window is a protocol that allows you to determine the presence or absence of errors. All errors made during registration, including previously generated files and accounting documents, are distributed according to the roughness code.
- 10 – the situation does not occur very often, but it does occur, such a file can be accepted without any warning;
- 20 – such a situation is undoubtedly possible, but it requires correction;
- 30 – blocks and elements are arranged incorrectly, in addition, some mandatory parts of the reporting may be completely missing;
- 40 – inappropriate codes and symbols were used in reporting;
- 50 – the entire file structure is incorrect, a serious error.
If after checking the programs show that there are errors in the file, territorial bodies The Pension Fund will not accept it.
What does it check?
These types of software allow you to correctly compile and send several types of reports at once. This significantly saves time and protects against various types of errors during compilation. All information for documents (accounting, tax and pension) is automatically downloaded from the organization’s common database.
So what exactly do these two types of software check for?
CheckPFR
- Such documentation packages for personal accounting are SZV-6-1, ADV-6-2, SZV-6-4, SPV-1, SZV-6-2, ADV-11.
- Such forms of quarterly reporting as, RSV-2 and RSV-3.
- SZV-M.
This software checks the following files that came into effect in 2010.
- Form RSV-1 quarterly reporting.
- Such accounting documentation as SZV-6-4, ADV-6-5, ADV-6-2, SPV-1.
- RSV-2 and RSV-3
In addition, the program checks files for the Pension Fund with the following documents contained in them:
- questionnaire data;
- separate information for each person on earnings and work experience in the form SZV-6-1, SZV-6-2, SZV-6-3, ADV-6-3, SZV-4-1, SZV-4-2;
- statements on the calculation of contributions to the insurance fund;
- applications for a copy of the insurance certificate and its further exchange;
- certificates in case of death;
- forms for contributions to the insurance fund by voluntary consent.
Last changes
As stated earlier, these programs must be updated.
- The OKVED-2 classifier has been changed.
- The directory of all KLADR addresses has been updated.
- If the birth dates on the death certificates were before 1900, but not before 1880, then the result is a warning number 20. It is classified as too old or a special date. Although previously an error was thrown in this case.
- The code compliance check for settlement documents of 2014 and 2015 has been cancelled.
- In the birth data in the “Place of Birth” subsection, it is possible to indicate all 4 elements of this block. In this case, the system does not generate an error.
In the CheckPFR program:
- The verification of SZV-M documentation was carried out in accordance with the requirements of the updated format, which was approved by the resolution of the Pension Fund of Russia. We are talking about a resolution on the approval of new information for maintaining records of both an individual and personalized nature.
- In the SZV-STAZH form, checks were carried out against the album of information exchange formats.
Where to find the latest version and how to update it
The latest version of this software is on the official resource of the Russian Pension Fund. There you will find detailed information about what they are, what is needed to launch and more.
It is important to remember that software updates do not occur automatically. They are not equipped with their own update system. Therefore, every time before sending reports, you need to check for new or unreleased versions. In the presence of new version, it is important to delete the previous one.
How is CheckUFA different from CheckXML? Find out in this video.
Inf_W.exe program
The Inf_W.exe program is intended for use in credit institutions with which relevant agreements on the delivery of pensions have been concluded. The program generates payslips for pensioners in order to inform them about the structure and amount of pensions and other cash payments received. Information on the percentage of indexation, valorization, and other additional social payments is generated within the established time frame. The instructions are general within the installation.
Program for preparing PP documents for policyholders “PP Documents6”
The program is designed to generate individual information for reporting periods starting from 2011, and personalized accounting document forms: “Questionnaire of the insured person” (ADV-1), “Application for exchange of insurance certificate” (ADV-2) and “Application for issuance of a duplicate insurance certificate "(ADV-3).
To generate individual information for reporting periods from 1998 to 2010. the software “Documents PU5” is used (see below).
development of OPFR for the Komi Republic
Program for checking reports created in electronic form CheckPFR
Program for preparing PP documents for policyholders Psv_RSV.exe
development of OPFR for the Volgograd region
Program for preparing PP documents for policyholders PD_SPU
development of OPFR for the Smolensk regionProgram for preparing PP documents for policyholders Spu_Orb
development of OPFR for the Orenburg region
Program for preparing PP documents for policyholders “PP5 Documents”
The program is designed to generate individual information for the reporting periods 1998-2010.
Attention! From January 1, 2016, further development of the Documents PU5 program will cease. To submit reports to the Pension Fund, we recommend using the Documents PU-6 program.
List of preferential professions of the enterprise
Description: The program is designed to check information about insured persons represented by policyholders ( employers) on computer media to the Pension Fund for the system.
« List preferential professions enterprises"
Developer: ORIP OPFR for the Krasnoyarsk Territory.
Requirements: MS Windows 98/ME/XP/2000/2003 Server
MS browser Internet Explorer 4 (or later)
MS Access 2000/2003/XP
Description: the program is intended for the insurer to prepare a List of jobs, professions, positions, employment in which entitles the insured to the early assignment of an old-age retirement pension. The program provides the opportunity to: prepare a List of preferential positions in the staffing table; preparing a list of names of employees employed in preferential positions; printing the List and the list of names; uploading the List and name list to a file XML format; loading the List and name list from an XML file (only for operating systems Windows 2000 Server Pack 4. Windows XP, Windows XP Server Pack 1, Windows XP Server Pack 2).
Download:
Format and rules for data preparation
http://www.pfrrt.ru/data/po/lgotsp/format.rar
Program:
Download in one file
The “Spu_orb” program was developed in the OPFR in the Orenburg region; it provides the opportunity to prepare reporting documents for submission to the Pension Fund of Russia.
This program is intended for preparing Personalized Accounting documents for the Russian Pension Fund. The spoo orb program runs under operating systems Windows family(2000/XP/Vista/7/8/8.1/10). The program has the status: freeware (distributed freely and without any restrictions).
The “Spu_orb” program version 2.93 dated June 26, 2019 can be downloaded from the link below:
Install the spu_orb program
- Download the program Spu_orb. You can download version 2.88 from 02/06/2019 from this link (this version is current at the time of writing). The latest version can be downloaded from the official website, link: http://www.pfrf.ru/branches/orenburg/info/~rabot/program/
- Unpack the archive with the program
- We tear off folder, and launch installation file, if possible open as administrator
- After opening installation file press Further.
- We accept the agreement by clicking Accept.
- Be sure to select your region, find it in the list, put a tick and press Further.
- Specify the path to install spu_orb, it is advisable to leave it as default, just click Install. It is important that there is free memory on the disk. If you decide to change the path, then you should not use Russian letters along the way.
- We are waiting for it to install.
- Press ready.
- The program will open and ask you to log in, leave the password blank and click Accept
- Database check will pass
- The spu orb program is ready to work, that's all
The program is supplied on an “AS IS” (“as is”) basis. No warranties are attached or implied. You use this software at your own risk. The author of the program is not responsible for any loss or corruption of data, malfunction of other programs and systems during the use or misuse of this software product.
The Pension Fund of the Russian Federation DOES NOT OBLIGATE YOU TO PROVIDE INFORMATION IN THIS PROGRAM!!! You can provide data in any other program that has the ability to download the necessary data (for example, in 1C).
You can download the following program documents separately (they are also included with the program):
Download description of changes in versions of the “Spu_orb” program (1MB)
Download the user manual for the “Spu_orb” program (10Mb)
Check program "CheckPFR"