Application for connection to the electronic document flow of the pfr. Exchange of electronic documents with pfr. How to draw up an EDF agreement

Now electronic document flow is used by the Pension Fund everywhere, confidently displacing other forms of submitting quarterly reports on the calculation and payment of insurance payments. The preference for using telecommunication technologies for these purposes is evidenced by two facts:

subjects economic activity employing more than 25 employees in hired labor are required to introduce ED in relations with the PF;
the opportunity to return to traditional paper documentation is not provided even to individual entrepreneurs or small companies that once switched to a contactless document management system.

Advantages of ED with pension insurance authorities

Electronic document flow with the FIU:

allows you to submit reports at the location of the employer at any convenient time of the day, including on non-working days and hours;
relieves the accountant of the need to visit the territorial office of the PF and frees up time for other matters;
ensures the authenticity and confidentiality of the transmitted information;
guarantees the safety and error-free registration of the flow of outgoing documents of the enterprise in the fund;
makes it possible to correct the mistakes made by the employees of the Pension Fund in the transferred statements directly from the workplace of the insured, if necessary, repeatedly in one day;
provides data on the results of receiving reports in electronic form;
opens up prospects for the creation of copies of the submitted reports and the responses received from the FIU at the institution.

ED software

Connect to electronic document management with the FIU requires:

the ability to generate reports according to samples and forms;
certified by the FSB software product with the ability to use an electronic digital signature and its encryption using cryptographic keys.

To obtain it, you should contact a specialized institution.

Today the market is filled with offers from companies providing services:

a certifying center for the development and maintenance of certificates for electronic digital signature keys in the ED PF system;
installation and maintenance software transfer of information in a contactless way, which makes it possible to submit reports not only to the FIU, but also to other regulatory authorities: the Federal Tax Service, extra-budgetary funds, Rosstat.

Other Measures for the Transition to Electronic Reporting

First, you need to carry out the following organizational steps:

the appointment of a person responsible for the use of the system;
prevention of unauthorized access: equipment of the workplace, establishment of a reliable storage location for magnetic carriers of cryptographic keys, placement of copies of electronic archives;
coordination of the possibility of switching to ED with territorial body The Pension Fund;
implementation of test sending of statements to the territorial body of the Pension Fund of Russia after the installation of the ED system by a specialized organization.

Documenting

Documents for connection to the electronic document management of the Pension Fund of the Russian Federation will require the following:

agreement with the FIU on the use of ED through telecommunication channels;
a subscription agreement for the provision of secure ED services with a PF (as an option - with all regulatory authorities at once) by opening access to the electronic reporting system;
agreement on the provision of certification center services.

The form of the contract with the Pension Fund is standard. It can be downloaded from the official website of its territorial body. These contracts with a specialized organization are, by their legal nature, contracts of accession.

Accordingly, they do not imply the possibility for the client to make edits. They can be combined into one comprehensive agreement.

Getting Started: Reporting Lines

ED with the FIU is carried out according to the instructions approved by it. The regulations are somewhat specific. According to it, after sending the report, the policyholder receives from the FIU:

after 4 working days - confirmation of delivery, indicating the date and time of delivery of the file to the territorial office of the Pension Fund;
within another 6 working days, the PFR department sends a protocol with the result of the check.

The result received from the Pension Fund can be positive, indicating the approval of the submitted report, or negative - stating its rejection. In the first case, the date of submission of the reporting is the date of generation of the notification of confirmation of delivery, in the second, the reporting appears as not submitted. The insured is obliged to correct the errors and submit it again.

It follows from this that in order to avoid delay in case of an error, documents should be submitted in advance - at least 11 days before the final date of admission. Fortunately, when established lines(15th day of the second month after the reporting period) this is not a problem.

Organizations and entrepreneurs who submit reports electronically are required to take into account the specifics of processing these forms in order to submit documents on time and not pay late fees.

The date of submission of the electronic reporting form is the date and time that were generated when the receipt of receipt by the receiving gateway of the FIU was created. Based on the established standards, a receipt can be generated within two days.

Electronic submission of reports to the FIU disciplines organizations, and in order to avoid penalties, they are advised to:

carry out all procedures for gaining access to electronic reporting and installing the required software in advance, preferably in the pre-reporting period;
submit the necessary declarations and reports to tax office in advance - at least one day before the end of the acceptance of documents.

If average headcount employees equal to or more than 25 people, the organization is required to report electronically. Moreover, the headcount indicator is established for the previous reporting period. Thus, if the organization employed 30 specialists in September, and only 5 in October, then the October one must be sent electronically.

One of the options for sending documents through secure channels is to conclude an agreement with the FIU for electronic document management. Benefits for budgetary organization:

no need to visit a branch of the Pension Fund (we reduce transportation costs);
no need to print and sign documents (we reduce office expenses);
prompt identification and elimination of errors (we reduce the risk of penalties).

In addition, we note that the formation of any report in digital form minimizes the risk of errors and inconsistencies.

How to conclude an agreement on the exchange of electronic documents with the FIU

For this, the budgetary organization must submit:

Application to the FIU for the connection of electronic reporting. The standard form must be drawn up in triplicate.
Agreement with the FIU on electronic document management 2019. Done in duplicate on a special form. One copy remains with the applicant organization, and the second - with the representatives of the Pension Fund.
Power of attorney. The document is needed if the design is done not by the head, but by the person in charge. For example, an accountant or a lawyer. It is drawn up in any form, certified by the signature of the head and the seal of the organization.

Submit the finished package of documents to the territorial office at the location budgetary institution... To connect separate subdivision, which independently interacts with the PF RF, send the documentation to the department at the location of the unit.

Application for electronic document management with the FIU

How to fill

Only those tabular parts of the application that correspond to the budgetary organization should be filled out.

Step 1. We start with the header: we indicate the full name of the territorial branch of the Pension Fund of Russia, with which the exchange of documents will be established.

Step 2. We proceed to filling in the tabular part of the application for connecting to the electronic document flow of the Pension Fund of Russia.

Information about the EDF participant. We register registration number budgetary organization, full name, TIN, checkpoint, telephone, fax and e-mai. Then we register the legal and actual addresses, indicate the full name of the head of the institution.

Additional information is indicated in the application at the request of representatives of the regional branch of the fund: bank details (name of the bank, its BIC, settlement account of a budgetary institution, correspondent account), average number.

Step 3. Leave the second table empty or put dashes. This part is for individual entrepreneurs... Filling information in both tables is invalid.

Step 4. Go to the third table. We indicate the name of the organization-operator of complex services in the EDMS. Sometimes representatives of the PF RF demand additional information... For example, the address of the operator, information about the cryptographic information security (CIP) used.

Step 5. We sign the application with the head, put a seal, indicate the date of drawing up.

The last table in the application is filled in by employees of the PF RF.

Features of drawing up an agreement for EDF

The official form of the agreement on electronic document management (EDM) is presented in the public domain on the website of the PF RF. Also, the form can be obtained from the territorial fund at the location of your institution. It is necessary to fill in the details of the agreement on EDM carefully. If representatives of the Pension Pension find errors, omissions or inaccuracies, the agreement will be returned for revision, and the connection period will be postponed.

Form of an agreement on electronic document management with the Pension Fund of Russia in 2019

In the form of the EDF agreement, indicate the full name of the TOPFR, the position of the head (responsible person). Then they prescribe similar data for their organization: the full name, position and full name of the head, indicate the registration number, as well as normative document regulating the activities of a budgetary institution (regulation, charter, etc.).

At the end of section 3, indicate the name of the regional branch of the foundation. Then go to section 9, here write down the details and legal addresses of the parties (your institution and TOPF).

The time for consideration of an organization's application to connect to EDM ranges from two weeks to one month. O the decision you will be sure to be notified in writing. If the organization plans to change the operator of complex services in the PFR EDMS, then the agreement will have to be renegotiated. In any case, check with the specialists about the procedure for changing the service operator. local branch fund.

I continue a series of publications of answers to questions within the framework of the action.

I am an entrepreneur, I decided to submit reports via the Internet, faced with the fact that the system asks me for "the date and number of the contract with the Pension Fund." What is this contract and how to conclude it? Why can I submit reports to the tax and FSS without any contracts?

I'll start, perhaps, with the answer to the second question, which is more of a general philosophical nature and refers to rhetorical. Yes, the system is such that no additional actions are required to submit reports to the Federal Tax Service and the FSS, it is enough to connect to any electronic document management system. Why is everything wrong with the Pension Fund, I cannot answer, however, I can inform you that the regulations for the interaction of the Pension Fund with policyholders (i.e. employers, payers of contributions to the compulsory pension insurance of their employees) have been approved (now the document is valid as amended by the order from 10.06.2009 No. 116r, dated 19.03.2010 No. 75 p), and it directly states that the electronic document flow between the Pension Fund and the insured is carried out on the basis of the corresponding agreements, the standard form of the agreement is approved by the same order.

How to conclude an agreement?

The easiest way is to download a standard form from the PFR website, fill it out, print it, certify it with the signature of an authorized person, stamp and bring two copies to the Pension Fund branch at the place of registration of the entrepreneur (well, or the location of the organization).

The inspector responsible for organizing the electronic document management takes both copies of the agreement from you, registers it in some kind of special journal and gives you the date and number of the agreement, which you can use when submitting reports. The agreement itself, signed by the Pension Fund, is issued a little later, but this is no longer important, I do not remember a single case in practice for the policyholder to need his copy of the Agreement. The main thing for you is to get the date and number of the agreement, and you will receive them immediately.

ADDED: after the publication, two useful comments were received from my friends, which I considered necessary to be sure to reflect in this article.

First, a comment from technician Alexandra Kolybelnikova, giving an answer to the question "Why such a procedure is provided only for the FIU."

... because reporting to the tax and FSS is submitted using certified electronic signatures, but not to the FIU. These are the features of the technical solution, they affect the legal significance of the workflow.

To be honest, as an uninitiated user in these technical details, the differences are not very clear to me, and I directly indicated there in the comments that I do not notice the difference, I did not receive any additional keys for submitting reports to the FIU, personally I have one access to system "Kontur" and no additional keys. But if the technical regulations are different for different departments, even if we just need to take it into account and implement it. Separately, I draw your attention to the fact that if anyone wants to understand in detail exactly the technical procedures, I address you to Alexander (by clicking on the link above, you will find both the text of his commentary and his profile), he promised to tell something else on this topic, so how he deals with these issues professionally.

And the second important addition from Marina Mishukova, it concerns the practice of drawing up an agreement:

Unfortunately, in Moscow and the Moscow region, you need to take the agreement in your UPFR (you can write it on a USB flash drive). In a standard agreement, employees of the Fund would have to personally enter the details of their UPFR, and in "their" version, these data are already printed.

Taking into account this comment, it seems that it makes no sense at all to print the text of the agreement ourselves, but you need to go directly to the Pension Fund, and there either - to speed up the procedure - fill out the agreement by hand with your details, or take the electronic version from them, fill it in and then print it out. bring.

Thanks to my dear commenter friends. I really appreciate any participation in my work.

For some time now, every working organization in Russia has the ability to transfer reporting to government agencies through electronic means communication. This right also exists for the transfer of information to the FIU. In order to enter the electronic document management system with the Pension Fund, you need to write a corresponding application.

Files

Electronic reporting

In general, the FIU accepts reporting in two forms: paper and electronic. True, this rule applies only to small businesses with a small number of employees.

If the company has more than 25 people (parameter), then reporting to all off-budget funds must be submitted only in electronic format.

Pros and cons of electronic data transmission

Electronic reporting was invented for a reason - this method of communication with government bodies ensures efficiency, reliability and reliability.

All information is transmitted in encrypted form, and only an employee of the Pension Fund who has the key to decrypting the message can read it.

Accounting specialists are exempt from the obligation to travel to territorial department fund and sit in queues, in addition, the possibility of errors when manually entering data from printed reports into inspectors' computers is eliminated. In other words, time is saved, and the human factor loses its significance.

The only small drawback is that in order to switch to electronic submission of reporting, the organization will have to first acquire its own electronic digitally signed... And then - a minus this can be considered rather arbitrary, since electronic signature significantly expands the capabilities of any enterprise in terms of business document flow, giving any paper the status of a legal document.

Thus, electronic transmission data to government agencies is possible only on one condition: the company must have an officially registered digital signature.

Moreover, this requirement applies not only to legal entities (enterprises and organizations), but also to individual entrepreneurs, lawyers, notaries, etc. - that is, all those who have employees.

Through whom to communicate in the FIU

The FIU accepts reporting:

through the mediation of special authorized agents (representatives);
through certification centers with accreditation.

Both of these options are in demand, since the first is much more convenient and simple (certification centers have at their disposal all the necessary technologies, including their own digital printing, and also provide complete technical support customers), and the second is less expensive.

But regardless of how exactly the company decides to submit reports, first of all, it is necessary to conclude an Agreement on electronic document management with the local PFR department, and for this it is necessary to write a corresponding statement.

General information about the application

To date, an application to the Pension Fund for the connection of electronic reporting has unified form, which can be downloaded on the foundation's website or taken from specialists authorized organization or a certification center at the stage of concluding a contract.

The statement is allowed to be written in letterhead company (in any case, the ban on this does not appear anywhere) or on a regular A4 sheet, by hand (in a clear, legible handwriting, without blots, errors and corrections) or typed on a computer.

The application is created in a single original copy, which is certified by the director of the organization (or another person authorized to act on behalf of the head).

It is necessary to stamp the application with the FIU using printing only when the norm on the use of stamp products for certification of documents is enshrined in the accounting policy of the company. After drawing up, the application should be registered in the journal of outgoing documentation.

Sample application to the FIU for the connection of electronic reporting

At the beginning of the document is called:

addressee - the name of the territorial branch of the Pension Fund;
the date from which the policyholder would like to be connected to the electronic system.

Then there are two sections.

Each applicant completes only one of them - depending on who he is - legal entity or SP.

Accordingly, the following information is entered about the organization (all information must correspond to the constituent papers of the company):

full name, OGRN, TIN, KPP;
address (legal and actual);
data about the bank in which the policyholder is served;
the average number of employees.

Entrepreneurs enter into the form:

your full name, TIN;
passport data;
residence address (by registration and actual);
Bank details.

At the end, the applicant signs a document, thus confirming his agreement with the terms of the Agreement on work in the electronic document management system.

The PFR specialists provide the Agreement itself after they receive from the enterprise an application filled out in accordance with all the rules. Then the representatives of the organization must enter the details of the Agreement (number and date) into the communication program from the certification center or transfer them to an authorized representative.

Conclude an "Agreement on the exchange electronic documents in the electronic document management system of the PFR through telecommunication channels "with the territorial body of the PFR at the place of registration of the organization.
Submit to the regional branch of the Pension Fund of the Russian Federation "Application for connection to electronic document management".

Forms of documents and connection diagram may differ in different regions, therefore, for templates of documents for connection, contact the regional branch of the FIU directly. An example of federal documents for submitting reports to the Pension Fund:

Detailed information on connecting to reporting in the Pension Fund can be found in the section Electronic reporting to the Pension Fund.

How to fill in registration data

1. Select in the Kontur.Extern menu "PFR".

2. Click on the button "FIU registration information".

3. Fill in the fields:

UPFR code - the code of the PFR branch to which the organization reports. Specify the region using the drop-down list, then select from the directory the code of the PFR Office to which the reporting will be provided.
Registration No. - the registration number of the policyholder assigned by the PFR branch.
Agreement number - the number assigned to the “Agreement on the exchange of electronic documents in the PFR electronic document management system through telecommunication channels”.
Agreement date - the date of the conclusion of the agreement with the territorial branch of the PFR.
Select a certificate for reporting signing. To do this, click on the required certificate.
Click on the button "Send information to the FIU".

The FIU requires that the reports are signed by the head of the insured organization or a person acting on the basis of a power of attorney to sign the reports with the FIU.

After sending the registration information, you can immediately proceed with the transfer of reports.

If you change the registration data or the signature certificate, make the appropriate changes in the menu "FIU"> "Registration information of the FIU" and resubmit the registration information.