How To Fix 5O657 - You must specify the assessment basis for quarterly income.

SAP Error Message - Details

• Message type: E = Error

• Message class: 5O - Notifications in the Master Data Area (Austria)

• Message number: 657

• Message text: You must specify the assessment basis for quarterly income.

What causes this issue?

You have recorded a payment that is relevant for the allowed
quarterly earnings. However, you have not made an entry in the field
<ZH>Assess. base for quart. earnings</>.
The following payments are relevant for the allowed quarterly earnings:
Voluntary severance pay
Pension severance pay
Leave compensation or holiday pay
These payments are taxed according to par 67 (6) of the Income Tax Law
[EStG]. The assessment base for the quarterly earnings is necessary for
this type of taxation.

System Response

The system cannot save the infotype record.

How to fix this error?

Enter the assessment base for the employee in the field <ZH>Assess.
base for quart. earn.</> or delete your entries in the fields relevant
for the allowed quarterly earnings.

Error message extract from SAP system. Copyright SAP SE.

Smart SAP Assistant

• What is the cause and solution for SAP error message 5O657 - You must specify the assessment basis for quarterly income. ?

  The SAP error message 5O657 ("You must specify the assessment basis for quarterly income") typically occurs in the context of financial reporting or tax calculations within the SAP system, particularly when dealing with income assessments for quarterly reporting.
  Cause:
  This error usually arises when the system requires a specific assessment basis for calculating quarterly income, but it has not been provided. The assessment basis is essential for determining how income is calculated and reported for the quarter. This could be due to:
  
  Missing Configuration: The assessment basis may not be configured in the system.
  Incomplete Data Entry: The user may not have entered all necessary data related to the income assessment.
  Incorrect Settings: The settings for the financial reporting or tax calculation may not be correctly defined.
  
  Solution:
  To resolve this error, you can take the following steps:
  
  
  Check Configuration:
  
  Navigate to the relevant configuration settings in SAP (usually found in the Financial Accounting or Controlling modules).
  Ensure that the assessment basis for quarterly income is defined and correctly set up.
  
  
  
  Review Data Entry:
  
  Go back to the transaction or report where the error occurred.
  Verify that all required fields related to the assessment basis are filled out correctly.
  
  
  
  Consult Documentation:
  
  Refer to SAP documentation or help files for specific guidance on how to set up the assessment basis for quarterly income.
  
  
  
  User Authorization:
  
  Ensure that you have the necessary permissions to make changes to the configuration or data entry.
  
  
  
  Contact Support:
  
  If the issue persists, consider reaching out to your SAP support team or consulting with an SAP expert who can provide more tailored assistance.
  
  
  
  Related Information:
  
  Transaction Codes: Depending on your SAP version, you may need to use specific transaction codes to access configuration settings (e.g., SPRO for configuration).
  SAP Notes: Check for any relevant SAP Notes that might address this specific error or provide additional context.
  Training and Documentation: Ensure that users involved in financial reporting are trained on the necessary procedures and understand how to enter data correctly.
  
  By following these steps, you should be able to identify the cause of the error and implement a solution to resolve it.