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Recording Disabilities and Tax Benefits

Recording a Disability​

  • Open the employee in question.
  • Open the Employment tab - Disability
  • Clicking "Edit" puts the employee record into write mode.
  • Create a new entry by clicking "New".
  • In the "Disability" field, select the corresponding disability from the selection list.
  • Specifying the approved "percent" of the disability is a required field (red asterisk).
  • "Legal count" is also a required field and usually has a value ≥ 1, depending on how many jobs this disability counts toward, which can be looked up at: https://www.wko.at/service/arbeitsrecht-sozialrecht/Beguenstigte_Behinderte_Arbeitnehmer.html (WKO website)
  • The two date fields "Valid from" and "Valid until" are also required fields.
  • The fields "Authority," "Date of recognition," "File number," and "Comment" serve only for more detailed recording and can also remain empty.
  • After clicking "Save" you receive a success message along with a note that you can now store documents for the disability, see: Linking a Document to a Disability or Tax Benefit

Recording a Tax Benefit​

  • Open the Finances tab - Tax benefits
  • Clicking "Edit" puts the employee record into write mode.
  • Create a new entry by clicking "New".
  • A selection list is stored for the "Type" field.
  • The two date fields for validity, "Valid from" and "Valid until," are also required fields
  • The "Comment" field serves only for more detailed recording and can also remain empty
  • After clicking "Save" you receive a success message along with a note that you can now store documents for the tax benefit, see: Linking a Document to a Disability or Tax Benefit