Recording of disabilities and tax benefits

Record disability

  • Open the relevant employee.
  • Open the Tab Employment - Disabilities
  • By clicking on "Edit", the employee file is set to write mode.
  • Create a new entry by clicking on "New".
  • In the "Disability" field, select the corresponding disability from the selection list.
  • The indication of the approved "percentage" of the disability is a mandatory field (red asterisk).
  • "Legal number" is also a mandatory field and usually has a value ≥ 1, depending on how many jobs this disability can be credited for, can be found at: https://www.wko.at/service/arbeitsrecht-sozialrecht/Beguenstigte_Behinderte_Arbeitnehmer.html (site of the WKO)
  • Mandatory fields are the two date fields "Valid from" and "Valid to".
  • The fields "Authority", "Date of recognition", "File number" and "Comment" are only used for more detailed entry and can also remain empty.
  • After clicking on "Save" you will receive a success message including a note that you can now link documents for the disability, see: Linking documents with disability or tax advantage 

Enter tax advantage

  • Open the Tab Finances - Tax advantages
  • By clicking on "Edit", the employee file is set to write mode.
  • Create a new entry by clicking on "New".
  • A selection list is stored for the "Type" field.
  • Mandatory fields are still the two date fields for the validity, "Valid from" and "Valid to".
  • The "Comment" field is for more detailed entry only and can also remain empty.
  • After clicking on "Save" you will receive a success message including a note that you can now link documents for the tax benefit, see: Link document with disability or tax benefit 
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