How To Fix 5D818 - Data processing from & to & with "flat-rate tax" and tax class 6

SAP Error Message - Details

• Message type: E = Error

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

• Message number: 818

• Message text: Data processing from & to & with "flat-rate tax" and tax class 6

What causes this issue?

Infotype <ZK>Tax Data</> (0012) with tax class 6 and infotype <ZK>
Company Insurance</> (0026) with flat-rate tax exist for this period.

System Response

Flat-rate tax according to section 40b EStG is not permitted for tax
class 6.
According to ?40b, Par. 2, 1 Income Tax Laws, and Income Tax Section 129
(7), the following applies:
"Flat rate taxation generally requires that the comprehensive pension
insurance benefits are taken from the initial employment status, and is
therefore not applicable for employees in tax class 6."

How to fix this error?

In infotype record 0026, change the taxation type to individual tax.

Procedure for System Administrators

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

Error message extract from SAP system. Copyright SAP SE.

Smart SAP Assistant

• What is the cause and solution for SAP error message 5D818 - Data processing from & to & with "flat-rate tax" and tax class 6 ?

  The SAP error message 5D818 typically relates to issues with tax processing, specifically when dealing with flat-rate tax and tax class 6. This error can occur in various scenarios, such as during invoice processing, payment processing, or when generating financial reports.
  Cause:
  The error message 5D818 indicates that there is a conflict or inconsistency in the tax configuration for transactions that involve flat-rate tax and tax class 6. This can happen due to several reasons:
  
  Incorrect Tax Configuration: The tax settings for flat-rate tax and tax class 6 may not be properly configured in the system.
  Incompatible Tax Codes: The tax codes used in the transaction may not be compatible with the flat-rate tax settings.
  Missing Master Data: Relevant master data (like customer/vendor master records) may not have the correct tax classification or tax information.
  Transaction Type Issues: The type of transaction being processed may not support flat-rate tax in conjunction with tax class 6.
  
  Solution:
  To resolve the error, you can take the following steps:
  
  
  Check Tax Configuration:
  
  Go to the transaction code OBYZ to review the tax configuration settings.
  Ensure that the flat-rate tax settings are correctly defined for tax class 6.
  
  
  
  Review Tax Codes:
  
  Check the tax codes being used in the transaction. Ensure that they are compatible with flat-rate tax processing.
  You can review tax codes in transaction code FTXP.
  
  
  
  Verify Master Data:
  
  Check the customer or vendor master records to ensure that the tax classification is set correctly.
  Use transaction codes XD03 (for customers) or MK03 (for vendors) to review the master data.
  
  
  
  Analyze Transaction Type:
  
  Ensure that the transaction type you are processing supports flat-rate tax with tax class 6.
  If necessary, consult with your SAP functional consultant to determine if a different transaction type should be used.
  
  
  
  Consult Documentation:
  
  Review SAP documentation or notes related to tax processing and flat-rate tax to ensure compliance with the latest guidelines.
  
  
  
  Testing:
  
  After making the necessary changes, perform a test transaction to ensure that the error no longer occurs.
  
  
  
  Related Information:
  
  SAP Notes: Check for any relevant SAP Notes that may address this specific error or provide additional guidance.
  SAP Community: Engage with the SAP Community forums to see if other users have encountered similar issues and what solutions they found effective.
  Consult SAP Support: If the issue persists, consider reaching out to SAP Support for further assistance.
  
  By following these steps, you should be able to identify the root cause of the error and implement a solution to resolve it.