How To Fix 5N858 - Tax classes 4 and 5 not valid for married persons

SAP Error Message - Details

• Message type: E = Error

• Message class: 5N - HR NL: Error Messages for Infotype Module Pools (NL)

• Message number: 858

• Message text: Tax classes 4 and 5 not valid for married persons

What causes this issue?

You have entered tax class 4 or 5 for a married employee in field
<LS>Tax Class </>. These tax classes are, however, not applicable to
married persons and do not, therefore, apply to the information entered
in field <LS>Marital Status</> in this infotype record.

System Response

The infotype record cannot be saved.

How to fix this error?

Check the tax class specified on the employee's individual employment
tax statement and the value in the field <LS>Marital Status </> and
make the necessary changes. Save the infotype record.

Error message extract from SAP system. Copyright SAP SE.

Smart SAP Assistant

• What is the cause and solution for SAP error message 5N858 - Tax classes 4 and 5 not valid for married persons ?

  The SAP error message 5N858 indicates that there is an issue with the tax classification for married persons in the payroll or personnel administration module. Specifically, it states that tax classes 4 and 5 are not valid for married individuals. This error typically arises in the context of payroll processing when the system is trying to calculate taxes based on the employee's marital status and the associated tax classes.
  Cause:
  
  Incorrect Tax Class Assignment: The employee may have been assigned tax classes 4 or 5, which are typically used for married individuals, but there may be a configuration issue or a mismatch in the employee's marital status.
  Missing Configuration: The tax classes may not be properly configured in the system for the specific country or region.
  Employee Master Data: The employee's master data may not be correctly set up, particularly the marital status or tax information.
  
  Solution:
  
  
  Check Employee Master Data:
  
  Go to the employee's master data in the SAP system (transaction code PA30).
  Verify the marital status and ensure it is set correctly (e.g., married).
  Check the assigned tax class and ensure it is appropriate for the marital status.
  
  
  
  Review Tax Class Configuration:
  
  Ensure that tax classes 4 and 5 are correctly configured in the system for the relevant country.
  Check the configuration settings in the SAP system (transaction code SPRO) under the payroll settings for the specific country.
  
  
  
  Adjust Tax Class Assignment:
  
  If the employee is not married, consider changing the tax class to a more appropriate one (e.g., tax class 1 for single individuals).
  If the employee is married but the tax class is incorrect, update it to the correct class.
  
  
  
  Consult with Payroll Administrator:
  
  If you are unsure about the correct tax class or how to make changes, consult with your payroll administrator or HR department for guidance.
  
  
  
  Testing:
  
  After making changes, run a test payroll to ensure that the error does not reoccur and that the tax calculations are correct.
  
  
  
  Related Information:
  
  Tax Class Definitions: Familiarize yourself with the definitions and rules associated with tax classes in your specific country, as they can vary significantly.
  SAP Documentation: Refer to SAP Help documentation for detailed information on payroll processing and tax class configurations.
  User Roles: Ensure that you have the necessary permissions to make changes to employee master data and payroll configurations.
  
  By following these steps, you should be able to resolve the error message 5N858 and ensure that the tax calculations for married employees are processed correctly in SAP.