Current Taxes

In the Current Taxes functional area, you can calculate the tax for the annual financial statements and prepare the German tax returns. The tax forms are provided as workspaces. In addition, there are special form-independent workspaces, such as § 8b KStG, TB transfer, (Spezial-) Investmenterträge ((Special) Investment Income), where you can enter the corresponding issues centrally.

In addition to German companies, the tax calculation can also be displayed for foreign companies. You can configure the tax calculation for foreign companies for all countries except Switzerland in the Master Data | Toolbox functional area. Unlike German companies, with the exception of Switzerland, the income assessment is made without using tax workspaces.

A separate functional area is available for Switzerland, but with fewer workspaces.

Before you can begin editing the tax return, the relevant company must first be created in the Master Data | Companies functional area. Then activate the Current Taxes milestone in the Company | Status functional area to start editing.

You can enter or activate all other master data required for the tax return and the forms required under Company | Basic data on the tabs displayed there.

You can access the Current Taxes functional area under Company | Current Taxes. The Current Taxes functional area contains several workspaces (see section Workspaces in the 'Current Taxes' Area) and is displayed, for example, as follows:

The following workspaces are available in the Current Taxes functional area — depending on the chosen company and configuration: