How To Fix 5D436 - Flat-rate taxation and additional tax exemption not allowed

SAP Error Message - Details

• Message type: E = Error

• Message class: 5D - Error Messages for German Infotype Module Pools

• Message number: 436

• Message text: Flat-rate taxation and additional tax exemption not allowed

What causes this issue?

The contract model uses both a module with flat rate taxation under sec.
40b EStG and a module with an additional tax-exempt quota under sec. 3
no. 63 EStG.
You cannot use both taxation options, however.

System Response

The system issues an error message and will not allow you to continue with this transaction until the error is resolved.

How to fix this error?

Check the modules and change the contract model.

Procedure for System Administrators

Error message extract from SAP system. Copyright SAP SE.

Smart SAP Assistant

• What is the cause and solution for SAP error message 5D436 - Flat-rate taxation and additional tax exemption not allowed ?

  The SAP error message 5D436 indicates that flat-rate taxation and additional tax exemption are not allowed in the current context. This error typically arises in scenarios involving tax calculations, particularly when dealing with flat-rate tax schemes and exemptions in the SAP system.
  Cause:
  
  Configuration Issues: The error may occur due to incorrect configuration in the tax settings. For example, if the system is set up to apply flat-rate taxation but also has additional tax exemptions defined, it can lead to conflicts.
  Document Type Restrictions: Certain document types may not allow for both flat-rate taxation and additional tax exemptions simultaneously.
  Inconsistent Master Data: The master data for customers or vendors may have conflicting tax settings that do not align with the transaction being processed.
  Legal Regulations: In some jurisdictions, the tax laws may not permit the combination of flat-rate taxation with additional exemptions.
  
  Solution:
  
  Review Tax Configuration: Check the tax configuration settings in the SAP system. Ensure that the settings for flat-rate taxation and exemptions are compatible. This may involve consulting with your SAP tax configuration expert or reviewing the relevant tax codes.
  Adjust Document Type Settings: If the error is related to a specific document type, review the settings for that document type to ensure it allows for the intended tax treatment.
  Check Master Data: Review the master data for the relevant customer or vendor. Ensure that the tax settings are consistent and do not conflict with the transaction being processed.
  Consult Legal Guidelines: If applicable, consult the legal guidelines for the jurisdiction in question to ensure compliance with tax regulations.
  Use Alternative Tax Codes: If necessary, consider using alternative tax codes that are compatible with the transaction type and do not lead to conflicts.
  
  Related Information:
  
  SAP Notes: Check SAP Notes for any known issues or updates related to this error message. SAP frequently releases notes that address specific error messages and provide guidance on resolution.
  Documentation: Review SAP documentation related to tax configuration and flat-rate taxation to ensure that your settings align with best practices.
  Testing: After making changes, conduct thorough testing to ensure that the error does not recur and that tax calculations are accurate.
  
  If the issue persists after following these steps, it may be beneficial to engage with SAP support or a consultant who specializes in SAP tax configuration for further assistance.