---
title: "Transfer zum OT (Transfer to Tax Group Parent)"
description: "The Transfer zum OT (Transfer to Tax Group Parent) workspace is available at the level of the tax group member. All values of the tax group member that are relevant to the taxation of the tax group parent are displayed in this workspace."
source_url: https://support.lucanet.com/en/documentation/income-taxes/income-taxes/company/current-taxes/transfer-to-ot
language: en
last_updated: 2026-05-28
---
# Transfer zum OT (Transfer to Tax Group Parent)

## Overview

The **Transfer zum OT** (Transfer to Tax Group Parent) workspace is displayed correspondingly to the **TB Transfer** workspace at the level of the tax group member. The **Transfer zum OT** (Transfer to Tax Group Parent) workspace allows you to transfer the tax-relevant data directly to the tax return of the tax group parent. All values of the tax group member that are relevant to the taxation at the tax group parent level are displayed in this workspace.

> **Note:** The **Transfer zum OT** (Transfer to Tax Group Parent) workspace is available only to tax group members.

## Navigation

You can access the **Transfer zum OT** (Transfer to Tax Group Parent) workspace under **Company | Current Taxes | Transfer zum OT**.

The **Transfer zum OT** workspace is displayed, for example, as follows:

!['Transfer zum OT' (Transfer to Tax Group Parent) workspace](https://support.lucanet.com/assets/docs-images/income-taxes/income-taxes/company/current-taxes/transfer-to-ot/_images/en/workspace-transfer-to-ot.png)
workspace")'Transfer zum OT' (Transfer to Tax Group Parent) workspace

## Context Information

The values of the direct tax group members are displayed on the **Fiscal units** tab in the [TB Transfer](https://support.lucanet.com/en/documentation/income-taxes/income-taxes/company/current-taxes/bmg-transfer.md) workspace at the tax group parent level. The **Fiscal units** tab in the **TB transfer** workspace corresponds 1:1 to the **Transfer zum OT** (Transfer to Tax Group Parent) workspace.

In multi-tier tax groups, the values of the upstream tax group members are added to their own values in the **Transfer zum OT** (Transfer to Tax Group Parent) workspace.

## Options

The following options are available in the workspace:

| Option | Description |
|---------|---------|
| Back to tax payer of group | Switches to the tax group parent in the [Status](https://support.lucanet.com/en/documentation/income-taxes/income-taxes/company/status.md) workspace. The editing status of the milestones of the tax group parent and dependent companies is displayed in the **Status** workspace, where it can be edited. |