---
title: "Period copy"
description: "In the Period copy workspace, you copy CbCR questionnaire entries from a source period into the current target period, for a single Constituent Entity (CE) or for all CEs in scope."
source_url: https://support.lucanet.com/en/documentation/income-taxes/income-taxes/cbc-reporting/cockpit-cbcr/import/copy-from-questionnaire
language: en
last_updated: 2026-07-28
---
# Period copy

## Overview

In the **Period copy** workspace, you copy CbCR questionnaire entries from a source period into the current target period, for a single Constituent Entity (CE) or for all CEs in scope. Use it to start a new CbCR period from the questionnaire structure and values you already maintained in an earlier period.

## Navigation

The **Period copy** workspace can be found at **Country-by-Country-Reporting | Cockpit | Import | Period copy**. The workspace is displayed as follows, for example:

![The Period copy workspace in the Import folder.](https://support.lucanet.com/assets/docs-images/income-taxes/income-taxes/cbc-reporting/cockpit-cbcr/import/copy-from-questionnaire/_images/en/cbcr_copy_from_questionnaire.png)
'Period copy' workspace in 'Import' folder

## Copying Questionnaire Entries

To copy CbCR questionnaire entries from another period into the current period:

1. Navigate to **Country-by-Country-Reporting | Cockpit | Import | Period copy**.

2. In the **Applies to period** drop-down list, select the target CbCR period. The period appears as **Target Period** in the table below.

3. In the **Company** drop-down list, select the CE.

4. In the table below, in the **Source Period** row, select the period to copy from.

5. Under **Select data sections**, activate the data section you want to copy from: the **Entity Data Collection** check box, the **Group Data Collection** check box, or both.

6. For the activated data section, in the **Questionnaire** drop-down list, select one or more questionnaires to copy — for example, **Financial Data**, **Business Activities**, or **CE Information**. Use **All** and **None** to select all or no questionnaires.

    > **Note:** To copy questionnaire entries for all CEs at once instead, activate the **Run import for all Constituent Entities** check box in the data section. The bulk copy only includes CEs that exist in both the source and the target period and whose CbCR milestone is not closed; the system skips closed CEs without warning. If you do not see the check box, your role does not allow bulk copies — ask your system administrator to enable it.
    >
    > For the system to match companies correctly during the copy, set up the company mapping in advance under **Master Data | Interfaces**, using **Position Mapping** and **Import Mapping**.

7. Activate the **Include transaction data** check box, the **Include master data** check box, or both. You must select at least one.

8. Click **Copy**, then confirm the data copy in the dialog that appears.

    ![The dialog for confirming the data copy.](https://support.lucanet.com/assets/docs-images/income-taxes/income-taxes/cbc-reporting/cockpit-cbcr/import/copy-from-questionnaire/_images/en/confirmation_dialog_copy_data.png)
    Confirming the data copy

After you have confirmed the data copy, a progress bar appears and updates as the copy moves through these steps:

- loading the questionnaire structure
- filtering the CEs (only when **Run import for all Constituent Entities** is activated)
- copying the data
- copying file attachments
- storing import metadata

When the data copy reaches 100%, the workspace reloads automatically and the new **Last import** entry shows the date and user of the copy.