Enter Treaty Exemptions

Work Instruction
Functional Area: Payroll / Enter Treaty Exemptions
Purpose
Use this procedure to enter treaty exemptions for international employees.
Trigger
Perform this procedure when you receive a packet of forms from the US-ISSO office.
Prerequisites

You must review forms to verify that a home country address is provided.
You must review forms to verify the employee signed each form.

Menu Path
Use the following menu path to begin this transaction:

Select Human ResourcesPersonnel ManagementAdministrationHR Master Data to go to the Maintain HR Master Data (UC Basic Personnel Data tab) screen.

Transaction Code
PA30
Helpful Hints

The R/O/C column in the field description tables below defines whether the field is required (R), optional (O), or conditional (C).
On certain screens you may have to scroll to view some data entry fields.

Work Instruction
Functional Area: Payroll / Enter Treaty Exemptions
Procedure
1. / Start the transaction using the menu path or transaction code.
Maintain HR Master Data (UC Basic Personnel Data tab)

2. / As required, complete/review the following fields:
Field / R/O/C / Description
Person ID / Required / Unique Employee Identification number
Example:
10000210
3. / Click .
Maintain HR Master Data (UC Basic Personnel Data tab) (2)

4. / Click the tab.
/ The employee’s information is now displayed on this screen. Infotypes created for the employee have a displayed to the right of the Infotype text field.
Maintain HR Master Data (UC Payroll Data tab)

5. / Click to the left of Visa.
6. / As required, complete/review the following fields:
Field / R/O/C / Description
STy / Required / Subtypes are subdivision of infotypes. The various subtypes of an infotype can be assigned different time constraints and a separate data history can be maintained for each.
Example:
US01
7. / Click .
8. / Click .
Create Visa (0048)

9. / As required, complete/review the following fields:
Field / R/O/C / Description
Start / Required / Date and/or time when operation commences
Example:
02/11/2006
The start date is the pay period end date of the check on which the treaty exemption will become effective.
Visa type / Required / Description of the Visa type.
Example:
F-1 (Student)
Item 6 on the 8233 form
Enter H1 visa’s as H1B.
Date of issue / Required / Date of entry into the United States
Example:
01/01/2001
Item 8 on the 8233 form.
Expiration Date / Required / Date your current nonimmigrant status expires
Example:
01/01/2007
This date will always be the last day of the current calendar. All international employees must apply for the treaty exemption on a yearly basis.
10. / Click .
11. / Click .
Maintain HR Master Data (UC Payroll Data tab) (2)

12. / Click to the left of Residence Status.
/ The system displays the message, “Record created”.
/ You must scroll down to display the Residence Status infotype.
13. / Click .
14. / Click .
Create Residence Status (0094)

15. / As required, complete/review the following fields:
Field / R/O/C / Description
Start / Required / Date and/or time when operation commences
Example:
02/11/2006
The start date is the pay period end date of the check on which the treaty exemption will become effective.
Residence status / Required / Identifies whether an employee is a citizen of the US, and if not, what type of visa the employee holds
Example:
Non-resident alien
Use Non-resident citizen for H1 visa holder’s.
Issuing date / Required / Date identification was issued to employee
Example:
01/01/2001
Item 8 on the 8233 form.
Expiry date (status) / Required / Date your current nonimmigrant status expires
Example:
01/01/2007
Item 9b on the 8233 form.
/ If this infotype was previously entered, review the information for completeness.
16. / Click .
17. / Click .
Maintain HR Master Data (UC Payroll Data tab) (3)

18. / Click to the left of Other Taxes US.
/ The system displays the message, “Record created”.
19. / As required, complete/review the following fields:
Field / R/O/C / Description
STy / Required / Subtypes are subdivision of infotypes. The various subtypes of an infotype can be assigned different time constraints and a separate data history can be maintained for each.
Example:
FED
20. / Click .
21. / Click .
Create Other Taxes US (0235)

22. / As required, complete/review the following fields:
Field / R/O/C / Description
Start / Required / Date and/or time when operation commences
Example:
02/11/2006
The start date is the pay period end date of the check on which the treaty exemption will become effective.
E (Exempt) (column to the right of 05 in the Tax type column) / Required / Indicates the status of an employee as being exempt or non-exempt after considering appropriate guidelines for task at hand
Example:
Y
The field 05 represents the employee’s medicare deduction.
E (Exempt) (column to the right of 06 in the Tax type column) / Required / Indicates the status of an employee as being exempt or non-exempt after considering appropriate guidelines for task at hand
Example:
Y
The field 06 represents the employer’s medicare deduction.
/ You must scroll to the right to display the Exempt column. Place your cursor on the column and drag the column to the right to expand the Exempt column for a full view.
23. / Click .
24. / Click .
Maintain HR Master Data (UC Payroll Data tab) (4)

25. / Click to the left of Tax Treaty.
/ The system displays the message, “Record created”.
26. / As required, complete/review the following fields:
Field / R/O/C / Description
STy / Required / Subtypes are subdivision of infotypes. The various subtypes of an infotype can be assigned different time constraints and a separate data history can be maintained for each.
Example:
8233
27. / Click .
28. / Click .
Create Tax Treaty (0556)

29. / As required, complete/review the following fields:
Field / R/O/C / Description
Start / Required / Date and/or time when operation commences
Example:
02/11/2006
The Start date is the pay period end date of the check on which the treaty exemption will become effective.
Treaty country / Required / Country issuing passport
Example:
CH
Item 7a on the 8233 form.
Treaty group / Required / Description of individual's purpose for being in the U.S.
Example:
2Foreign student
Information pertaining to employee’s work status can be found on the Treaty Analysis log provided by the UC-ISSO office attached to the 8233 form.
Treaty expiry date / Required / Last day of the current calendar year
Example:
12/31/2006
Treaty exemptions must be renewed at the beginning of every calendar year. This date represents the last day of the current calendar year.
30. / Perform one of the following:
If The Visa Type Is For / Then
F-1 and/or J-1 students / 1. Click to the left of Amount.
2. Enter the amount in the Amount field.
Item 12b on the 8233 form.
J-1 Researcher, Scholar or Professor / Click to the left of A11.
31. / Click .
32. / Click .
Maintain HR Master Data (UC Payroll Data tab) (5)

33. / Click until you return to the SAP Easy Access screen.
/ The system displays the message, "Record created."
34. / You have completed this transaction.
8/27/2017
Ver: / 12_PY_PA30_Ent Treat Exem_PY3_0.udc
© University of Cincinnati / 1/17
Work Instruction
Functional Area: Payroll / Enter Treaty Exemptions
Result
You have entered treaty exemptions for international employees.
Comments
None
8/27/2017
Ver: / 12_PY_PA30_Ent Treat Exem_PY3_0.udc
© University of Cincinnati / 1/17