SZV-TD: what you need to know about the new monthly report to the Pension Fund for employers from 2020

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Conducting a business or any other significant economic activity requires, among other things, close interaction with regulatory authorities and structures. One of them is the state pension fund.

Those organizations and individual entrepreneurs that have employees are required to provide periodic reporting to the Pension Fund of the Russian Federation related to personalized accounting and calculation of insurance premiums. The features of its presentation will be discussed further in the article.

How do you submit reports to the Pension Fund?

The subjects of compulsory pension insurance are both employees (insured persons) and employers acting as policyholders. Organizations and individual entrepreneurs that have employees are required to make insurance contributions for them to the Pension Fund for the formation of a future pension. The amount of contributions is tied to the salary of a particular employee and amounts to 22% of it.

Important! Insurance premiums are paid both for full-time employees with whom labor relations have been established, and for private individuals carrying out work or providing services on the basis of civil contracts.

Accordingly, every employer has an obligation to submit appropriate reports. It includes information related to the calculation of accrued and paid insurance premiums, as well as other personalized accounting data.

Reporting is submitted by the employer personally, but it is possible to involve specialized accounting organizations on the basis of an agreement. Documents are submitted within strictly regulated deadlines.

It should be noted that the Pension Fund of the Russian Federation is vested with the right to issue acts providing for the prosecution of persons who violate the legislation on legal security . In practice, this means that a legal entity or individual entrepreneur may be fined for late submission of reports.

In general, for 2020, reporting to the state pension fund consists of 5 unified forms that employers must submit. Let's briefly look at each of them

SZV-M

This report is submitted by all organizations. It contains information about insured persons located in the state for a specific reporting period. SZV-M contains information that is necessary for maintaining personalized records.

The form must contain the following information:

• data of the insurer;
• reporting period;
• information about persons insured in the OPS system (full name, SNILS, INN).

For more information about the program, watch the video:

SZV-STAZH

This form is a report that is submitted to the state pension authorities every year. It must necessarily reflect information about all employees with whom the organization has concluded employment contracts, as well as persons with whom there are civil relations.

SZV-STAZH is necessary to provide information about the employee’s existing insurance experience . Let us recall that the insurance period has a direct impact on the possibility of applying for an insurance pension in the future, as well as on the size of the pension itself.

Reference! Individual entrepreneurs with employees are required to submit a report on the form in question only for their employees. If an individual entrepreneur does not have employees, then filing a SZV-STAZH report is not necessary for him.

SZV-TD

This form contains information about the employee’s work activity. This report is new and was put into circulation in connection with the transition to “electronic work books”. In this regard, many policyholders had many questions regarding its filing.

Thus, the following information is entered into the SZV-TD form:

• information about the policyholder (registration number, name, TIN, KPP);
• information about the insured (full name, date of birth, SNILS);
• a note indicating that the insured person has chosen a new form of recording work activity;
• information about periods of work.

It should be noted that a report in the SZV-TD form is submitted only when there are grounds for this, which include:

• hiring;
• dismissal (regardless of the reason);
• transfer to another workplace;
• submitting an application to choose a form of recording work activity.

SZI-TD

SZI-TD is inherently a more detailed form of the SZV-TD report. It contains, among other things, information about the employee, dates of hiring and dismissal, position, type of work and structural unit of the organization where the employee worked.

Important! A document in this form will be issued to the employee upon dismissal for presentation at the place of request.

The SZI-TD form is submitted by policyholders to the Pension Fund of the Russian Federation upon dismissal of an employee. It should be noted that the information in the document in question must directly correspond to the information contained in the SZV-TD form.

EDV-1

At its core, EDV-1 is an inventory of all documents that are transferred to the pension fund by the policyholder. In practice, this means that this form is submitted along with other reporting documents.

It should be noted that the above reporting forms are mandatory. However, in certain circumstances, the employer is required to submit additional forms, including upon direct request from the state pension fund.

Deadlines for submitting reports to the Pension Fund in 2020

The table contains the deadlines for submitting reports for each form in 2020.

Methods for sending reports

Reporting documents can be sent to the Pension Fund in different ways. At the same time, the pension fund's policy in this regard is aimed at increasing the use of electronic communication methods in this part. For example, restrictions are introduced on the number of employees at which it is allowed to submit information on paper.

By post

This method involves sending paper documents by registered mail to the pension fund. The reporting filing date is the day the letter was sent, which is determined by the postmark.

It is advisable to send a letter with a list of the contents and a notification of delivery. It should be noted that not all policyholders can take advantage of the opportunity to submit documents by mail, but only those with a staff of no more than 24 people inclusive. If the number of employees is larger, then the information is submitted only electronically.

Through the Internet

Submitting documents electronically has a number of advantages, including the following:

• impossibility of data loss;
• the ability to correct entered data;
• receiving a report from the Pension Fund on the acceptance of documents, which allows you to avoid delays in submitting them.

Before submitting documents in electronic format, the organization must contact the pension fund to sign an agreement on this type of interaction.

Electronic documents must be certified by the signature of the responsible employee. We are talking about digital signature. Moreover , if reports are submitted in batches, then an electronic signature must be affixed to each file.

For the convenience of filling out forms, organizations and individual entrepreneurs can use special programs developed by Pension Fund specialists. You can download them on the official website of the foundation, as well as on the websites of territorial branches.

Why is a new SZV-TD report being introduced into the Pension Fund of Russia?

The country is switching to electronic work books, and all data on the labor activities of citizens will now be collected in the information system of the Pension Fund of Russia (PFR). To fill this system, you need the SZV-TD report .
If earlier, when there were personnel changes, employers made entries in the work book, now instead, with any change, they will submit a SZV-TD report for this employee, so that they are reflected in the electronic work book in the Pension Fund of Russia.

If the employee chose to leave the paper work record, the employer will have to submit the SZV-TD report and continue to maintain the paper work record in the old-fashioned way.

Due dates

Depending on the timing of submission of reports to the Pension Fund, they can be classified as follows: monthly, quarterly, annual.

1. Monthly . Monthly - before the 15th day of the month following the reporting month, it is necessary to submit forms SZV-M and SZV-TD.
2. Quarterly . Reporting is submitted quarterly in the form DSV-3. This report is submitted only if additional insurance premiums are paid for the employee. We are not talking about increased coefficients for special working conditions, but about a voluntary decision of the employee aimed at increasing the size of his pension. Additional contributions can be made by the employee independently or through the employer. In the latter case, the organization submits a report in form DSV-3 quarterly no later than the 20th day of the month following the reporting month.
3. Annual . Once a year, based on the results of this period, it is necessary to submit documents using the SZV-STAZH form.

It should be noted that some reports are submitted not within the framework of any frequency, but as required. Thus, the SZI-TD form is sent to the Pension Fund on the day the employee is dismissed.

In addition, the state pension fund may request additional reports, the deadlines for submission of which are indicated in the official request of the fund.

What data is included in the mandatory reports on experience?

For reporting on length of service, there is a legally established list of mandatory information in relation to the persons in respect of whom this information is submitted (Clause 2 of Article 11 of Law No. 27-FZ):

• FULL NAME.;
• number assigned to the individual account;
• period of work in the reporting year;
• the presence of conditions ensuring a special procedure for calculating length of service or assigning a pension.

This information is reflected in the SZV-STAZH form. In addition, the form implies an indication in it:

• name, registration number, TIN and KPP of the employer;
• data on the fact of accrual of contributions for additional tariffs;
• information about the fact of payment of accrued contributions.

Form EFA-1 supplements the above information with the following data:

• about the total number of persons in respect of whom information about the length of service is submitted;
• accrual/payment of contributions for the period in total amounts (with a breakdown of these amounts by type of contributions) and debts for them;
• existing working conditions that allow early granting of a pension to an employee working in them, and the number of such employees.

How to fill out reporting to the Pension Fund for the year? The rules that must be followed when preparing reports to the Pension Fund for the year are given in Resolution No. 3p, which approved the forms to be filled out.

What to display in the report for the Pension Fund of Russia

In the report to the Pension Fund of Russia, employers will reflect information on hired and dismissed employees and other personnel changes (transfers, etc.).

In addition, during 2020, employers will collect statements from their employees about choosing a labor option : electronically or in paper form. These applications must be collected by December 31, 2020 . Information about the selection of an employee will also be included in the SZV-TD report. Employees who choose the electronic option will receive a paper work report in their hands. For those who prefer to keep the paper version, the electronic work plan will also be in the program.

A single form for reporting to the Pension Fund

In 2014, starting from the 1st reporting period, the pension fund made the transition to a unified form of reporting documentation.

The innovation is connected, first of all, with the desire of the state. services to reduce the burden on employers caused by the regular preparation of a large number of documents. The new version of RSV-1 includes reporting for both pension and health insurance.

In addition, this form allows you to maintain personalized records for each of the insured persons.

The adoption of these changes was preceded by a sociological survey of employers, which showed that the overwhelming majority (91.2%) of the surveyed insurers have a positive attitude towards the transition to a unified PRF reporting form.

Compliance with the procedure for maintaining personnel records and the rules of labor legislation will protect any organization from adverse financial and legal consequences, and the employee from problems when receiving a pension or getting another job.

Like a regular signature, an electronic signature serves to ensure that it is no longer possible to intentionally enter incorrect or distorted information into the document certified by it. Read about certification of digital signature documentation here.

When developing the new form, the changes adopted in the insurance legislation in 2013 were taken into account, introducing the following amendments:

• The individual information provided by policyholders does not indicate the amount of all insurance premiums made.
• The payment of contributions starting from 2014 is displayed in a single payment document. In this case, the insurance and savings parts are not allocated.

The above parts are highlighted, taking into account the age category of the employee, his citizenship and the choice of one of the pension options, by the Pension Fund of the Russian Federation itself.

In addition, a unified reporting format displays arrears of contributions, as well as their additional accruals and payments for the period from 2010 to 2013.

Who submits a new report and when?

Starting from 2020, all companies and entrepreneurs that have employees must submit a new report to the Pension Fund. The basis for filling it out are personnel records documents. The report must include everyone with whom an employment contract has been concluded, including remote workers and part-time workers. Each employee must submit a separate report.

The form is submitted to the Pension Fund for those months when personnel changes occur, namely:

• recruitment;
• transfer to another permanent job;
• dismissal;
• Submission by an employee of an application for a work record form.

As for the last event, its essence is as follows. In 2020, each employee must decide whether he wants to continue maintaining a work record book in paper form or not. If you need a technical documentation in paper form, you need to write a statement about it. If the exclusively electronic option is selected, an application for the provision of information on labor activity is submitted.

When a SZV-TD is submitted in relation to an employee for the first time, it must include information about his work activity as of January 1, 2020. This is a position, profession, specialty, qualification, structural unit (if applicable), type of work performed.