| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Employees (hr)
• Discuss (mail) |
| Lines of code | 1235 |
| Technical Name |
de_bav_tracker |
| License | OPL-1 |
| Website | https://gencbaris.com/odoo_plugins/ |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Employees (hr)
• Discuss (mail) |
| Lines of code | 1235 |
| Technical Name |
de_bav_tracker |
| License | OPL-1 |
| Website | https://gencbaris.com/odoo_plugins/ |
| Versions | 18.0 19.0 |
DE bAV Tracker
Company pension (betriebliche Altersvorsorge) tracker: Entgeltumwandlung, 8%/4% BBG tax & SV-free limits, mandatory 15% employer Zuschuss, Direktversicherung register
DE bAV Tracker (betriebliche Altersvorsorge)
Key Features
DE bAV BBG & Förderhöchstgrenzen (§3 Nr.63 EStG)
DE bAV BBG & Förderhöchstgrenzen (§3 Nr.63 EStG). Tracks Bezeichnung, Jahr, Währung, BBG RV / Jahr, Steuerfrei % der BBG.
DE bAV Vertrag (Direktversicherung/Pensionskasse/Pensionsfon
DE bAV Vertrag (Direktversicherung/Pensionskasse/Pensionsfonds). Tracks Vertragsnummer, Mitarbeiter, Unternehmen, Versorgungsträger, Policennummer. One-click activate, pause, end, reset, generate contributions.
DE bAV Monatsbeitrag
DE bAV Monatsbeitrag. Tracks Bezeichnung, Vertrag, Jahr, Entgeltumwandlung, AG-Zuschuss. One-click post, reset, export csv.
DE bAV Jahresübersicht pro Mitarbeiter
DE bAV Jahresübersicht pro Mitarbeiter. Tracks Bezeichnung, Mitarbeiter, Unternehmen, Jahr, Entgeltumwandlung gesamt. One-click export csv.
DE bAV Förder- und Zuschuss-Prüfung
DE bAV Förder- und Zuschuss-Prüfung. Tracks Jahr, Unternehmen, Nur Auffälligkeiten, Monatsbeiträge erzeugen, Ergebnis. One-click run, export.
DE bAV Prüf-Ergebniszeile
DE bAV Prüf-Ergebniszeile. Tracks Vertrag, Mitarbeiter, Beitrag/Jahr, Steuerfrei-Grenze, Steuerpfl. Überschuss.
Use Cases
Screenshots
Bbgstze
Bavvertrge
Monatsbeitrge
Jahresbersicht
Why Choose This Module
Contract register (Direktversicherung, Pensionskasse, Pensionsfonds) per employee with provider, policy number, start date and the agreed monthly Entgeltumwandlung. §3 Nr.63 EStG tax-free limit (8 % of the Rentenversicherung BBG/year) and the social-security contribution-free limit (4 % of BBG/year) are computed from a seeded BBG table; any conversion above the limit is flagged with the taxable / SV-liable excess. Mandatory employer 15 % Zuschuss (§1a Abs.1a BetrAVG): the obligatory employer top-up on salary-converted contributions (where the employer saves social-security cost) is computed and shortfalls against the agreed Zuschuss are flagged. Annual per-employee overview of converted amount, tax-free / SV-free headroom used, employer subsidy due and the resulting payroll input figures. CSV worksheet export for payroll and the bAV provider reconciliation.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: 35+
- Author: Baris Genc
- Dependencies: hr
- Support: odoo@gencbaris.com
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
Please log in to comment on this module