F5028 - Clearing not possible due to documents subject to withholding tax

SAP Error Message - Details

• Message type: E = Error

• Message class: F5 - Document Editing

• Message number: 028

• Message text: Clearing not possible due to documents subject to withholding tax

What causes this issue?

Some of the selected open items are subject to withholding tax.
In this case, the amount for at least one withholding tax indicator
liable to withholding tax does not balance to zero.

System Response

Since a clearing would prevent the correct payment of withholding tax,
it is prevented by the system.

How to fix this error?

Carry out the desired clearing via the function "Transfer with
clearing".

<DS:TRAN.FB05>Proceed</>
ENDIF

Error message extract from SAP system. Copyright SAP SE.

Smart SAP Assistant

• What is the cause and solution for SAP error message F5028 - Clearing not possible due to documents subject to withholding tax ?

  The SAP error message F5028, which states "Clearing not possible due to documents subject to withholding tax," typically occurs when you attempt to clear an account that contains documents that are subject to withholding tax. This can happen in various scenarios, such as during the clearing of vendor invoices or customer payments.
  Cause:
  
  Withholding Tax Documents: The documents involved in the clearing process have withholding tax implications. This means that the system recognizes that certain amounts need to be withheld for tax purposes, and therefore, it prevents the clearing process until these issues are resolved.
  Incomplete Tax Information: The withholding tax information may not be fully maintained or may be incorrect in the relevant documents.
  Open Items: There may be open items in the account that are subject to withholding tax, which need to be addressed before clearing can occur.
  
  Solution:
  To resolve the F5028 error, you can take the following steps:
  
  
  Check the Documents: Review the documents that are causing the issue. You can do this by checking the line items in the relevant account (e.g., vendor or customer account) to identify which documents are subject to withholding tax.
  
  
  Review Withholding Tax Settings: Ensure that the withholding tax settings for the relevant vendor or customer are correctly configured. This includes checking the withholding tax codes, rates, and any exemptions that may apply.
  
  
  Clear Open Items: If there are open items that are subject to withholding tax, you may need to clear them separately or ensure that the withholding tax is properly accounted for before attempting to clear the account.
  
  
  Adjust Tax Information: If the withholding tax information is incomplete or incorrect, you may need to update the relevant documents to ensure that the withholding tax is calculated and recorded correctly.
  
  
  Consult Documentation: Refer to SAP documentation or help resources for specific guidance on handling withholding tax in your version of SAP.
  
  
  Contact Support: If the issue persists after checking the above points, consider reaching out to your SAP support team or consulting with an SAP expert for further assistance.
  
  
  Related Information:
  
  Withholding Tax Configuration: Understanding how withholding tax is configured in your SAP system can help prevent similar issues in the future. This includes knowing how to set up withholding tax codes, rates, and exemptions.
  Transaction Codes: Familiarize yourself with relevant transaction codes such as FBL1N (Vendor Line Item Display) or FBL5N (Customer Line Item Display) to analyze the documents in question.
  SAP Notes: Check for any SAP Notes related to withholding tax and error F5028, as there may be specific patches or updates that address known issues.
  
  By following these steps, you should be able to resolve the F5028 error and successfully clear the relevant accounts.