Transfer zum Anteilseigner (Transfer to Shareholder/Partner)

Getting Started

Global Functions

Lucanet Lume

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

Status

Basic Data

Import

Import Suite

Deferred Taxes

Current Taxes

TB Transfer

§ 8b KStG

Zuwendungen (Grants)

Rollforward LCF

Corporate Income Tax

Local Tax

Decomposition

Transfer zum OT (Transfer to Tax Group Parent)

Current Taxes

Report Tax Balance Based Profit

(Special) Investment Income

Interest Capping Rule

Transfer zum Anteilseigner (Transfer to Shareholder/Partner)

Einkünfte (Revenue)

§ 15a EStG

Angaben für MU (Information for Partners)

Feststellung (Determination)

Anlage Bekanntgabe (Notification Attachment)

Tax Liabilities

KapEStA

Electronic Transmission

Data Transfer

Data Export

Validation

Comments

Snapshots

True-Up

(Sub-) Group

Reporting

Pillar 2

Country-by-Country Reporting

First Steps in Pillar 2 and CbCR

Tax Balance

Tax Services

Glossary

You can view the aggregated data that are transferred to the shareholders of a partnership in the Transfer zum Anteilseigner (Transfer to Shareholder/Partner) workspace. For this purpose, rows 22.1 to 22.9 and row 22 have been included in the Transfer zum Anteilseigner (Transfer to Shareholder/Partner) workspace. These rows represent the tax calculation in the Revenue workspace in abbreviated form and their result corresponds to that of row 30 in the Revenue workspace.

For the purpose of data flow to the shareholder, only entries in the Revenue workspace are therefore drawn on.

You can access the Transfer zum Anteilseigner workspace under Company | Current Taxes | Transfer zum Anteilseigner.

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

workspace")'Transfer zum Anteilseigner' (Transfer to Shareholder/Partner) workspace

The data flow Revenue – Transfer zum Anteilseigner (Transfer to Shareholder/Partner) follows – in simplified form – the following schema:

") Data flow 'Transfer zum Anteilseigner' (Transfer to Shareholder/Partner)

The following steps describe the data flow:

Entry of the data for partnership 1 in the Income workspace.

Transfer zum Anteilseigner: data flow from partnership 1 to the shareholders partnership 2 and corporation in the BMG Transfer (TB transfer).

Transfer and, if necessary, further editing of the data in partnership 2 in the Income workspace.

Transfer zum Anteilseigner: data flow from partnership 2 to the shareholders partnership 3 and corporation in the BMG Transfer (TB transfer).