Home

Getting Started

Global Functions

Lucanet Lume

Data Hub

Administration

Extended Planning & Analysis (xP&A)

Consolidation & Financial Planning

ESG Reporting

Disclosure Management

XBRL Tagger

Lease Accounting

Banking & Cash Management

Data Collection

Tax Compliance & Reporting

Tax Administration

Income Taxes

User Interface of Income Taxes

Modules and Additional Functions in Income Taxes

Income Tax Forms

Master Data

Company

(Sub-) Group

Reporting

Pillar 2

Country-by-Country Reporting

First Steps in CbCR

Cockpit

Group Data Collection

Entity Data Collection

Home

Financial Data

Business Activities

CE Information

Calculation

Transmission

First Steps in Pillar 2 and CbCR

Tax Balance

Tax Services

Glossary

The Home workspace of the Entity Data Collection is the entry point of the data collection workflow for each Constituent Entity (CE). It shows the current milestone status of the entity selected from the Company drop-down list at the top of the workspace and a table of milestones for the other entities in its group that you are authorised to see for CbCR. With the necessary permissions you can advance the selected entity's milestone by clicking its status icon, or roll back another entity's milestone from the table. You can also export the selected entity's data — its Financial Data, Business Activities, and CE Information — to MS Excel.

The Home workspace can be found under Country-by-Country-Reporting | Entity Data Collection | Home and is displayed as follows, for example:

The home workspace is displayed. — 'Home' workspace

With the necessary permissions, you can change milestone statuses directly from the Home workspace by clicking the status icons:

advance

the selected entity's milestone, click the status icon under

Milestone status of the selected company

and confirm in the dialog. The status moves forward one step.

roll back

another entity's milestone, click the entity's status icon under

Milestones of depending entities or subgroups

and confirm in the dialog.

The available milestone statuses are Not Started, In Process, Finished, and Checked. You cannot set an arbitrary status — you can only advance the selected entity's milestone forward or roll another entity's milestone back.

The workspace is read-only when the CbCR period is closed.

The Excel export function exports the data of the selected Constituent Entity to an Excel file (.XLS or .XLSX). The file covers that entity only and contains its Financial Data, Business Activities, and CE Information.

To export the selected entity's data to MS Excel:

Click Excel export. The Excel export dialog is displayed as follows, for example:

The 'Excel export' dialog for the selected entity is displayed. — 'Excel export' dialog

Expand the tree and activate the check box next to each item you want to export: Financial Data, Business Activities, and CE Information.

Click Export File. The file is automatically generated and downloaded to your computer.

The Excel file contains one sheet per selected item — Financial Data, Business Activities, and CE Information — for the selected entity only.