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