Requirements for social security personal tax payment for settled in Shanghai:
1. The labor contract signing unit, the social security payment unit and the individual tax payment unit must be consistent.
Before the application materials for settlement are sent to the Municipal Human Resources and Social Security Bureau for review, they have passed the preliminary examination of the District Talent Center and the preliminary examination of the District Human Resources and Social Security Bureau. If the amount of social security tax payment is not enough, the district can compare the standard to get the audit result, and the refund will be returned directly, and the application materials will not be sent to the city.
The application materials that have passed the preliminary examination in the district must have reached the standard in terms of the amount of social security and personal tax payment. As for the issue of some paying units that do not meet the requirements, the district did not return it during the first trial, because there are various situations in which social security and personal tax payments are paid on behalf of others. If the district is not sure whether the situation should pass or not, it will first send the materials to the city to try it out, and let the city review and decide whether it can pass.
2. The inconsistency of the social security individual tax payment units settled in Shanghai:
(1) Outsourcing dispatch, without submitting dispatch-related documents, such as dispatch agreement, dispatch qualification certificate of manpower outsourcing company, etc.;
(2) Part of the payment, the social security is paid by your own unit, and the individual tax is paid by the outsourcing company; or the individual tax is paid by your own unit, and the social security is paid by the outsourcing company. In both cases, the unit needs to provide relevant supporting documents;
(3) Pure payment, the work unit is not a company registered in Shanghai, or a freelancer, find a manpower outsourcing company in Shanghai to pay.
3. The following three situations cannot apply for settlement:
(1) For a work unit whose place of registration is not in Shanghai, even if it finds an outsourcing company in Shanghai to pay the social security tax on its behalf, it is completely unqualified to apply for settlement.
(2) There are almost no freelancers who find a manpower outsourcing company to pay personal tax and social security on their behalf. Manpower outsourcing companies will not provide labor contracts and resignation certificates, nor will they apply for settlement on their behalf.
(3) Applicants whose social security tax payment unit is a manpower outsourcing company have always been the focus of the review. It is very troublesome for the employees of the manpower company to apply for settlement.
Social Security Base Adjustment Method
There are three ways to adjust the social security base:
1. Online social security adjustment
By logging on to the "Shanghai Social Security Self-Service" platform, you can directly adjust the base of social security payers, "Payment Change Declaration" - "Payment Base Adjuster".
2. Online social security base adjustment
The company's personnel needs to be adjusted on the Shanghai social security self-service platform to adjust the social security balance before the monthly payment. For example, if the social security base is adjusted in October, the social security balance from April to September needs to be supplemented.
3. Change the unit to adjust the social security base
The operational time is from the 5th to the 26th of each month, and the social security account is required to be transferred from the original unit to the new unit before it can be adjusted in this way.
