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Electronic filings¶

Settings → Payroll → Tax & Compliance → Electronic filings lists the periodic filings of your compliance country: the period due now, its due date, the status you recorded, the agency reference and the acknowledgement. For Costa Rica it also generates the CCSS SICERE file.

What the console does — and what it does not¶

The console works in three levels, declared per obligation:

4Geeks does not file on your behalf. There are no intermediary aggregators: the client always provides its certificate and authorization, and the client uploads the file (or authorizes the API connection when one exists). The acknowledgement link is mandatory in practice: it is what proves the filing.

The filing calendar¶

Each obligation has an agency, a scope (social security, income tax, other), a periodicity (monthly, annual, event), a delivery level and a due rule. The console:

• computes the period that is due now (the month that just ended for monthly obligations);
• computes the due date with weekends and the country holidays;
• marks it Overdue, Due soon (within 7 days) or Upcoming;
• keeps a timeline of every status change (pending → generated → submitted → accepted/rejected) in payroll_filing_events.

Record a filing¶

1. Open the obligation in the list.
2. Click Record (or Update).
3. Choose the status: Pending, Generated, Submitted, Accepted or Rejected.
4. Fill in the reference (agency folio or planilla number), the acknowledgement URL and an optional note.
5. Save.

The row stores who changed it and when; the audit trail keeps the history. A rejected filing keeps its reason in the note.

Costa Rica: the CCSS SICERE file¶

The CCSS “Grandes Clientes” flow receives a fixed-length ANSI file. The console builds it from the payroll data and the configuration below.

1. Configure SICERE¶

In the CCSS SICERE file card, set:

The defaults are fallbacks. The real codes belong to each employee: in the employee form (Costa Rica only) set the CCSS occupation code, the CCSS ID type and the CCSS insurance class.

2. Generate the file¶

1. Select the period (the console proposes the previous month).
2. Click Generate SICERE file.
3. The console validates every record. If something is missing (a cédula, an occupation code), it lists the issue and does not generate the file.
4. The file downloads with the official name pla_<patronal>[-<segregado>]_<MMAAAA>.txt, in ANSI (Windows-1252).
5. The filing moves to Generated and stores the file name and its SHA-256.

3. Upload and record the acknowledgement¶

Upload the file in the CCSS Oficina Virtual (Grandes Clientes → Validación y Carga de Archivos), wait for the official validation and then record Submitted or Accepted with the CCSS reference and the acknowledgement link.

What the file contains¶

The layout follows the Manual de Usuario Sistema de Grandes Clientes GF-DSCR-P004-M001 v2.04, section 9:

Movement types: IC inclusion, SA salary change, OC occupation change, JO journey change, CS insurance-class change, PE unpaid permit, IN incapacity/leave, EX exclusion. The console derives IC, SA, EX, IN and PE from the payroll data; occupation and journey changes are supported by the file builder but still manual.

A month without movements is valid: the file has the record 25 and the control 15 with zero records 35.

Country channels¶

Troubleshooting¶

FAQ¶

Related¶

• Tax & Compliance
• Payroll settings
• Country reference
• Payroll runs

Still have questions? Ask on Discord or explore the tutorials.