Where to download the program evaluation policyholder 2.0. Preparation of PFR reports. Reporting data reconciliation function

Inf_W.exe program

The Inf_W.exe program is intended for use in credit institutions with which relevant agreements on the delivery of pensions have been concluded. The program generates pay slips for pensioners in order to inform them about the structure and amounts of pensions and other cash payments received. In due time, information is generated on the percentage of indexation, valorization, and other additional social payments. General instructions inside the installation.

PP Documents Preparation Program for Policyholders "PP6 Documents"

The program is designed to generate individual information for reporting periods starting from 2011, and forms of documents for personalized accounting: "Questionnaire of the insured person" (ADV-1), "Application for the exchange of an insurance certificate" (ADV-2) and "Application for the issuance of a duplicate insurance certificate "(ADV-3).

For the formation of individual information for the reporting periods from 1998 to 2010. the software "Documents PU5" is used (see below).

development of OPFR for the Republic of Komi

Program for checking reports created in electronic form CheckPFR

Psv_RSV.exe document preparation program for policyholders

development of OPFR for the Volgograd region

PD document preparation program for policyholders PD_SPU

Spu_Orb Insured PD Document Preparation Program

development of OPFR for the Orenburg region

PP Documents Preparation Program for Policyholders "PP5 Documents"

The program is designed to generate individual information for the reporting periods 1998-2010.

Attention! From January 1, 2016 further development Program Documents SP5 is terminated. To submit reports to the FIU, we recommend using the Documents PU-6 program.

The list of privileged professions of the enterprise

Description: The program is designed to check information about insured persons provided by policyholders ( employers) on machine media to the Pension Fund for the system.

"List of privileged professions of the enterprise"

Developer: ORIP OPFR for the Krasnoyarsk Territory.
Requirements: MS Windows 98/ME/XP/2000/2003 Server
MS browser Internet Explorer 4 (or later)
MS Access 2000/2003/XP

Description: the program is designed for the insured to prepare a List of jobs, professions, positions, employment in which entitles insured persons to early appointment of an old-age labor pension. The program provides an opportunity to: prepare a list of preferential positions in the staffing table; preparation of a list of names of employees employed in preferential positions; printing of the List and the list of names; uploading the List and the list of names to an XML file; downloading the List and the name list from XML file(only for operating systems Windows 2000 Server Pack 4. Windows XP, Windows XP Server Pack 1, Windows XP Server Pack 2).

Download:
Format and rules for data preparation
http://www.pfrrt.ru/data/po/lgotsp/format.rar
Program:
Download in one file

Latest version of CheckPFR 2020 for Windows received minor interface updates and external design. The program is a development of the Department of the Pension Fund of the Russian Federation in the Republic of Bashkortostan. It replaced the standard CheckXML-UFA and was officially adopted in the spring of 2014.

Download the CheckPFR 2020 program for free using a direct link:

Download additional files for CheckPFR:

CheckPFR is software for checking and working with reporting data provided by employers. It is able to check settlement accounts of insurance premiums and display information on individual personalized accounts that are submitted by policyholders in electronic format 7.0. Reporting materials are transferred to the Pension Fund of the Russian Federation with their entry into the database using media (floppy disks, disks, USB flash drives) or via the Internet electronic channel.

Features of working with CheckPFR

The program is able to check the following reporting forms:

• quarterly report RSV-1, RSV-2, RSV-3
• documentary personalized accounting S3V-6-1, S3V-6-2, ADV-6-2, S3V-6-4, SPV-1, ADV-11.

Delivery of the reporting material is realized through constant updating of the program. Before running an application, you should always check for the latest updates. This is especially important when working with the personalized accounting form RSV-1.

How to check and view reporting data

For detailed acquaintance and work with a specific report, you need to move the file from the catalog to the working window with the mouse or by clicking on the central inscription "Click here to select a report to check." Detailed data and information about the currently selected file (name, format, number of documents in the block) will be displayed on the screen.

Important: If the file cannot be validated, a text box will appear stating "The selected file is not a valid XML file".

To check and get acquainted with the information on a specific file, you need to launch the panel with the inscription "Check the selected file". If you need to batch test several documents at the same time, then all files should be placed in one folder.

Reporting data reconciliation function

The CheckPFR verification module works according to the function of reconciling indicators for two types of reporting forms (RSV-1 Calculation and ADV-6-2 Information Inventory). In the event of a difference in values ​​for two parameters of the same type of reporting or appearance, the reporting documents are rejected by the control authorities and returned for revision.

Important: All comments in the created documents, identified by an erroneous sign, should be corrected before being transferred to the PF authorities. Otherwise, it will be necessary to provide a written explanation of the discrepancies and submit detailed reporting, in accordance with the decree of the Pension Fund.

CheckPFR system requirements

• The list of supported operating systems includes: Windows XP (Service Pack 1-3), Windows Vista, Windows 7 (x32/x64 bit);
• Minimum RAM - 1 GB RAM;
• Required free hard disk space - 1078 Mb;
• The minimum screen resolution is 1024x768;
• Mandatory presence of MSXML0 on a personal computer;
• Availability of connection to the electronic channel Internet 7.0.

The official version of CheckPFR from the developer's site

On the site page you can download free of charge one file bukhsoft. Technical support will help users update CheckPFR to the latest version at any time. The archive to be downloaded includes:

• .exe installer
• msxml6_xmsi
• detailed step-by-step instruction for installation in .doc format
• user manual in .doc format

To install CheckPFR on your computer, just open the archive and run the .exe file by following the prompts. Silent Installation will automatically unpack the components to the specified directory.

The program is distributed absolutely free of charge and is intended for use only on the territory Russian Federation.

For normal operation of the program, you should regularly check for the latest updates. The official website releases information about latest updates with a list of changes made to the program.

Accounting is inextricably linked with the timely preparation of reporting documentation for tax authorities, non-budgetary funds, controlling organizations. It is very important that the report be drawn up in full accordance with the letter of the law and be submitted to the appropriate authority within a certain time period. Penalties apply to companies for violating this condition.

The Pension Fund of the Russian Federation presents programs for checking reporting on insurance premiums for mandatory pension insurance and personalized accounting. The programs check the generated document files submitted to the FIU, including files with reporting on insurance premiums in the RSV-1, RSV-2, RV-3 forms, as well as files with information about insured persons for the personalized accounting system (SZV-6 -1, SZV-6-2, SZV-6-3, ADV-6-3, ADV-6.2, ADV-6-4).

Programs are provided free of charge to policyholders and serve as a universal criterion for assessing the correctness of the formation of information in in electronic format. The programs allow the insured payer of insurance premiums and the employee of the territorial body of the Pension Fund of the Russian Federation to determine whether the reporting and data in it comply with the requirements imposed by the legislation of the Russian Federation on compulsory pension insurance.

Links to download files

Description of the free programs CheckXML + 2NDFL, CheckXML-UFA, CheckXML, used for the preparation of PFR reporting

Programs CheckXML + 2NDFL, CheckXML-UFA And CheckXML must be placed at the same time workstation the payer of insurance premiums, i.е. the presence of two programs for the payer and the timely updating of their versions is an important basis for successful verification, testing and reporting to the FIU.
The implementation of the above checks and preparation of reporting forms is carried out by programs CheckXML + 2NDFL, CheckXML-UFA And CheckXML.

CheckXML-UFA Program

Purpose of the CheckXML-UFA program

• is designed to check files, together and each separately, submitted by policyholders to the territorial bodies of the Pension Fund of the Russian Federation and containing the calculation of accrued and paid insurance premiums and personalized accounting information (for reporting periods from 2010);
• ensures that files are checked by structure for compliance with the requirements of the approved electronic submission format;

In addition, it is used to verify reporting on insurance premiums for mandatory pension insurance and personalized accounting in terms of reconciliation of amounts:

• accrued insurance premiums indicated in the form RSV-1 (in accordance with tariffs), with data on the amounts of accrued contributions indicated in the form ADV-6-2 (reconciliation of the total amounts of accrued insurance premiums for the whole organization);
• paid insurance premiums specified in Form RSV-1 and Form ADV-6-2 (in accordance with accrued contributions);
• payments and other remuneration accrued in favor of individuals specified in the RSV-1 form and the ADV-6-4 form (reconciliation of the totals for the organization as a whole);
• compliance of the amounts of accrued insurance premiums with the amounts of payments and other remunerations accrued in favor of individuals, and the rates of insurance premiums applied by the insured.

The CheckXML-UFA program is used:

• territorial bodies of the PFR - when accepting settlements on accrued and paid insurance premiums and personalized accounting information (for reporting periods since 2010).

CheckXML program

Purpose of the CheckXML program

• The program is designed to check files of all types of personalized accounting documents submitted by policyholders to the FIU;
• It is used to check files, together and individually, submitted by policyholders to the territorial bodies of the Pension Fund of the Russian Federation and containing the calculation of accrued and paid insurance premiums and personalized accounting information. pensions;
• Includes checks in an automated mode when loading personalized accounting information submitted by the employer into the database of individual (personalized) accounting;
• Ensures that the file is checked by structure for compliance with the requirements of the approved electronic submission format;

• checks are determined by the type of information provided (document type);
• includes the ability to batch validate XML files.

The CheckXML program is used

• by policyholders - to check the prepared documents in electronic form for their subsequent submission to the PFR authorities;
• by transfer agents - to check the prepared documents in electronic form for submission to the FIU;
• territorial bodies of the PFR - when accepting personalized accounting documents from insurers and transfer agents;
• During interdepartmental interaction to check requests received from departments to the database of personalized accounting.

Program CheckXML + 2NDFL

Purpose and functionality of the program CheckXML + 2NDFL

The program is shareware, that is, it combines both free and paid functions available after registration.

• Free features:
  • Testing of all reports submitted to the PFR, FSS and IFTS (the relevance of the testing modules is maintained in accordance with the versions of the bodies to which the reports are submitted).
• Paid features (available after registration):
  • Formation of reporting files and printing of existing reporting forms in the PFR, FSS, balance sheet and tax returns.
  • Ability to manage multiple organizations.
  • Import from various reporting files for its correction and re-upload.

Advantages of the CheckXML + 2NDFL program

• Program functionality. The development of the program is aimed at covering all reporting that must be submitted to the organization (entrepreneur), regardless of the type of the report itself and the body to which the report is generated.
• The versatility of the program. Since 2010, the program has included the ability to prepare and test reports to the Pension Fund, the Federal Tax Service and the Social Insurance Fund. Thus, the program allows you not to use other individual programs to prepare testing of individual reports.
• Ease of use of the program. Intuitive learning without instructions. Formation of reports in the most automated form. Auto-calculation of data is provided wherever it is legal.
• Developer Competence. The program was developed by the authors of testing programs for reporting in the form of 2NDFL and CheckXML, which provides guarantees for the successful formation of electronic reporting.
• Availability of free features. And affordable prices for full-featured use.
• The fastest program updates. This is relevant in a period of changes in reporting requirements, especially newly adopted ones. Taking into account the opinion of each user on improving the functionality of the programs.
• Decent user support. For those who need guarantees! Communication with developers without intermediaries! Development of service according to your suggestions!

ATTENTION: You can

An excellent assistant for checking the files that the policyholder has prepared for transfer to the Pension Fund is, which has extended useful functionality, latest version Buhsoft CheckXML software. This solution will quickly test the correctness of the information, identify and point out errors. In the Pension Fund of Russia, such an application has been actively used for more than 10 years. Currently, the product is used to control when uploading files to the pension fund database. It is very easy to update or download the CheckXML 2 personal income tax verification program for free. The Russian version is available on specialized sites.

Free download CheckXML:

Description of the CheckXML program

Developer software- URViSIPTO PFR RF together with BukhSoft. Manufacturers, taking into account the changes made to the current legislation, are constantly finalizing their decision, making amendments, and releasing fresh updates. In order for users to have access to all the functionality, the developer advises using a new version of the application to verify the data transferred to the pension fund. It serves to verify the reporting that employers submit to the Pension Fund via telecommunications channels or on magnetic media.

The current program for checking the FIU CheckXML works with reporting for the quarter (forms RSV-1, RSV-2, RV-3); tests the documentation of personalized accounting (ADV-6-5, ADV-6-2, SPV-1. SZV-6-4). In addition to the marked documents, the application will help to verify the correctness of personal data, statements of payment of insurance premiums, applications for issuing a duplicate or exchange of insurance certificates, forms for voluntary insurance premiums, death certificates, individual information about length of service and wages.

CheckXML system requirements

To install CheckXML, your computer must meet the following requirements: more than 300 MB of free hard disk space, random access memory more than 128 MB, processor not lower than Pentium III, operating system windows x64, Windows XP, Vista, 2003 Server or higher. In addition to the marked positions on the PC, you must install Internet Explorer 6.0 Microsoft and higher, XML Parset 6.0. If these requirements are met, it will not be difficult to download a distribution kit without registration.

Changes in CheckXML 2020 in the year

New program for testing CheckXML reporting buhsoft will help accountants of both large organizations and small companies. In 2020 this decision was supplemented with the following necessary changes:

• when testing the SPV-2 forms, the code 28-PD, which was valid until 2009, was excluded;
• changes have been made to the size of the maximum value of the base, which is used to calculate insurance premiums. Now it is 711,000 rubles;
• the check of the combination of indicators in the length of service block for the Foundation 27-PDRK has been changed;
• fixed errors that occurred when checking subsections 6.5, 6.6, section 6;
• the reference book of kladr addressees has been updated;
• V new version programs appeared tariffs for 2020.

Download free update for the CheckXML ufa + 2ndfl program, each interested user will be able to. It is enough to perform a few simple steps. To install the application, download the distribution.exe, run setup file, explore license agreement. The instructions of the installation wizard will help you to complete it quickly and efficiently.

Key Features and Benefits of CheckXML

The CheckXML Ufa program is easy to use. The most important thing is to keep the application working by constantly monitoring the release of new updates. Before sending documents to pfr, you must carefully study the verification protocol that this software product generates. If warnings, errors are found, then you should correct them and run the application again. The files being tested by the program should be moved to a floppy disk or other suitable storage medium or to one folder. To check, you must click the "Open and check the file" button, and then select any document from the package.

Among the advantages of CheckXML ufa for testing reporting in the PF, FSS, FTS it is worth noting:

• universality;
• the fastest possible updates;
• Ease of use;
• very simple and quick installation;
• functionality;
• authority and competence of developers.

Another advantage of the application is competent technical support for users. Developers provide detailed advice on e-mail, phone, online on the forum. This is one of the best portable (portable) programs that exist today. CheckXML Ufa is a professional solution for format-logical control of files that are intended for submission to business controlling organizations.

The program for the formation by employers of lists of jobs, names of professions, positions and indicators with special working conditions "ASSESSMENT-INSURER" version 2.0.

Purpose and possibilities of the program

The PC “Assessment-insured” is intended for the formation by the insured of the Lists of jobs, names of professions, positions and indicators with special working conditions, work in which gives the right to an early retirement pension in accordance with Articles 27, 28 of the Federal Law “On labor pensions in Russian Federation” on magnetic media.

The PC allows you to generate both Lists and changes to them in electronic and text form for submission to the territorial departments of the PFR. The software package allows you to organize the maintenance of a database of Lists of several insurers. On the basis of the entered lists, it is possible to form a consolidated List for a certain date, taking into account all the changes and additions made.

The PC allows you to re-upload the output files of previously generated Lists in order to carry out, if necessary, their subsequent adjustment in all fields.

Technical requirements

Program installation

To install the program you need:

1. In the next "Installation directory" window, select the directory where you want to install the program. If the directory has not been created, type in its name, for example, C:\OCENKA, and the installer will create it. Click "Next".
2. To uninstall a PC, use the uninstall.exe program, it is located in the same place as ocenka.exe. You can also uninstall using the "Uninstall" shortcut.

Program version update

To update the version of the program, you must:

1. Copy to HDD 4 files: setup.exe, disk2.pak, disk3.pak, readme.txt.
2. Run the resulting setup.exe file. The "Welcome..." window will appear first, click the "Next" button.
3. In the next "Installation directory" window, select the directory where the old version programs. Click "Next".
4. After installing the program, get started by running the ocenka.exe program directly from the directory or using the shortcut "Lists" created.

Program launch

The program is launched program file ocenka.exe or using the created "Lists" shortcut.

Entering information about the insured

• Open the page (screen) "Information about the organization";
• Fill in:
  1. the name of the organization is filled without abbreviations in accordance with the charter and allows filling in 250 characters. (Attention!!! The name should not contain commas.);
  2. registration number in the FIU;
  3. job title, full name of the head of the organization, head of the personnel department and chairman of the trade union committee.
  4. the note to the list is provided to reflect the additional condition provided for in clause 14 of the Rules for calculating periods of work, which gives the right to early assignment of an old-age labor pension to persons exercising pedagogical activity in state and municipal institutions for children, in accordance with paragraphs. 10 p. 1 art. 28 of the Federal Law "On labor pensions in the Russian Federation", approved by the Decree of the Government of the Russian Federation of October 29, 2002 No. No. 781, according to which, the work for the period from 01.11.1999. in the positions specified in the list, in evening (shift) general education schools, open (shift) general education schools, in education centers, in evening (shift) vocational schools and in educational institutions of secondary vocational education (secondary specialized educational institutions) is counted in the length of service provided that at least 50% of children under the age of 18 study in these institutions, as well as to reduce column 6 of the List “The nature of the work actually performed ...” by the insurers named in paragraph 2 of the section “Name of institutions” of the List dated 10/29/2002. (“Institutions of additional education for children (out-of-school institutions)”) for positions in which work is counted as a special length of service, subject to 2 conditions stipulated by clause 12 of the Rules of 10/29/2002.

Formation of the list

Open the page (screen) "Represented Lists".

Press the "Create" button and in the window that opens enter:

date of compilation of the list (default is the system date), year of validity of the list (default is the current year) and fill in a note - indicate the original List, change, addition or exclusion of a profession. Exit from the current window: Ok - go to the next window. list generation stage (clause 3.2), Cancel – closes the current window without saving.

To enter a line of the list on the screen, it is necessary to fill in the fields:

• line number,
• row state:
• ACTL - for all lines when compiling the original List (in this case, when filling in the requisite, the line number must be paid attention to its uniqueness);
• EXCLUSIVE - when forming changes to the List due to the exclusion from the initially submitted List of any professions (positions) based on the results of the conducted documentary checks, or when they are excluded from the staff list, while the line number requisite must correspond to one of the values ​​of the original List;
• ISMN - when forming a change to the List due to a change in the number of staff units for any of the positions (professions) as a result of documentary checks or changes in the staffing table, as well as when changing the name of the profession (position) and changing other lines of the List, while the row number attribute must correspond to one of the values ​​of the original List;
• DOBB - when the employer forms changes to the List, if it is necessary to introduce professions (positions) that were not previously reflected in the original List when the employer additionally enters them into the staff list, or based on the results of documentary checks. (Attention!!! The requisite line number should not repeat any of the values ​​from the original List. For example: line No. 3 was entered in the original list. Then it was canceled. When adding a new line, the value of the line number “3” is invalid);
• start and end dates (should be within the year of the list). When compiling the initial list, the validity period is indicated from 01.01.yyy - 12.31.yyy, provided that the staffing table is valid from 01.01. current year;
• in the line "Basis for the action" it is necessary to indicate the primary document on the basis of which the List (staffing) was compiled, the period of its validity and the date of approval.
• the number of jobs in the state and in fact;
• Code of special working conditions/length of service. A rigid fixing of these fields has been introduced, which does not allow entering a code for special working conditions in the field intended for length of service;
• list position code is selected from the list of valid values, in the case provided by law, and is not allowed to be filled given field manually.

The remaining fields are filled in in accordance with the rules for compiling lists. When forming lines with the type of ISM and ISKL, the values ​​of the fields "Nature of the work performed", "Name of primary documents", "Basic action", "Name of the structural unit", "Name of the profession" are automatically transferred from the previously entered List for subsequent manual adjustment.

For conservation entered data, you must press the key "save".
For additions next line press a key "add".
Removal line is done using the key "delete".
Use the arrow keys to move through the lines.
Use the button with binoculars to switch to desired line list.

If the employer needs to form changes to the originally submitted List (to supplement the profession (position), or to exclude it, or to change the number of jobs or the period of validity), it should be borne in mind that the professions (positions) excluded from the List, and the professions (positions) the data for which have been changed should be entered under the same serial numbers under which they were included in the original (consolidated) List. Professions entered on the List for the first time (DOBO) should be included in the changes to the List under a serial number not previously included in the generated Lists. For example, in the initially submitted List, 7 professions were reflected, i.e. the last profession was reflected under the serial number 7. When a new profession is included (according to the result of a documentary check, or due to changes in the staffing table), it will be included in the changes to the List with the value of line number 8.

In the "Presented Lists" mode, a list of generated Lists is formed on the screen.

By key "Change", changes are made to the already existing List. By key "Unload" to catalog "output" 3 files are uploaded for submission to the FIU. The name of the files will be indicated by the program:

By key "Seal" you can print the generated List by selecting the required font size for the correct appearance of the generated document (it is not allowed when the signatures of managers are transferred to last page List without main text.).

By key "Delete" The list will be deleted.

Formation of a consolidated list

This mode allows you to generate a consolidated List on the basis of all the entered Lists for a given date. To do this, in the "Consolidated List" mode, specify the date on which you want to generate a consolidated List and press the "Create" button. The generated List will be displayed on the screen with the possibility of further printing.

Attention!!! The "Consolidated List" is not an additional official document, does not have to be certified by the employer and submitted to the Main Directorate of the UPFR, but is only necessary to clarify the complete (summary) information, taking into account all changes and additions to the previously submitted Lists and remains in electronic form.

Selecting a database directory.

This mode allows the PC user to create Lists for several policyholders. For example, an employee of the RONO can create Lists for different educational institutions, defining a directory on the hard drive for each database.

To do this, in the "DB directory" mode, by pressing the "Create new" button, specify the name of the directory to be created.

In the future, when working with the database of the policyholder, you must first configure the catalog (stand on the line corresponding to the policyholder in the list of directories and press the "Install" button).

To remove unnecessary directories from the database, you must press the "Delete directories" button, in the screen that appears, mark directories for deletion and press the "Delete marked" button.

The current directory from the database cannot be deleted.

Loading data from list files

This mode allows you to download previously generated files of the List to the PC and make the necessary adjustments for all fields of the List.

In order to view the name of the organization, its registration number, as well as for further data import, select the file ********.d** of the List and press the "Load" button.

After loading the file, the screen will display the name of the organization, registration number, as well as the selection of the data import format and the "Import" button will become available.

1. Import data into a new directory - in this case, the List will be placed in a new directory.
2. Replace the current database with data from the list - in this case, the current database will be deleted and the downloaded data will be placed in the existing directory.
3. Add data from the list to the current database - the existing database will be replenished with data from the uploaded files.

It is also possible, when importing in the List, to automatically change the start date and end date of the rows. To do this, you need to check the box for replacement and specify the start date and end date:

In this case, the List will automatically replace the dates of validity of the List with those specified during import.