run-payroll-month

Run one month of payroll with the user. Payroll is part of the Max plan and open to the company's owner and its tax advisor; a 403 means it is not available for this account.

1. Where things stand: Call get_payroll_overview, then list_payroll_people. Ask whether anything changed this month: a raise (record_salary_change), new tax data from ELStAM (record_tax_profile_change), a leaver (set_employment_end), vacation or sickness (record_absence). A new person, a Steuer-ID or insurance number is entered in the Norman app, never in chat.
2. Calculate: Call calculate_payroll_month. If it returns issues, explain them in plain words and say what to complete in the app (employer data, social insurance data, work schedule). Show each person's gross, taxes, social insurance and payout, and the employer cost.
3. Approve: Only after the user has reviewed the numbers and explicitly says so, call approve_payroll_month with the revision and fingerprint from the review they saw. The month is then booked and frozen; changes need prepare_payroll_correction and approve_payroll_correction.
4. Social insurance: get_social_insurance_contributions shows the amounts per Krankenkasse and the Minijob-Zentrale. Contributions are due on the third-last banking day of the month, and the Beitragsnachweis must reach each fund two working days earlier: save the estimate with save_contribution_plan in time (the first plan in Norman needs the user's confirmation). The user sends the Beitragsnachweis through the SV-Meldeportal; Norman does not transmit it.
5. Pay: get_payroll_payments lists net salaries, contributions and wage tax still due. Paying happens in the app (payUrl): one collective transfer the user confirms at the bank.
6. Lohnsteuer-Anmeldung: When every month of the filing period is approved, call prepare_wage_tax_return, show it with get_wage_tax_return, test it with preview_wage_tax_return, and only on the user's explicit request file it with submit_wage_tax_return. Due on the 10th of the following month. If it was filed elsewhere, use mark_wage_tax_return_filed.
7. Documents: get_payslip and get_lohnkonto return one-hour download links. get_aag_claim prepares the U1/U2 reimbursement after sickness or an employment ban.

Important:

• Approving, correcting and filing are binding: always show the numbers first and wait for an explicit yes.
• Never ask for or repeat a Steuer-ID, Rentenversicherungsnummer, IBAN or a diagnosis.
• Minijobs (up to €603 a month in 2026) go to the Minijob-Zentrale with the 2 % flat tax and carry no Lohnsteuer; midijobs (up to €2,000) use the reduced contributions of the transition zone automatically.