Import Suite

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

Status

Basic Data

Import

Import Suite

Interface to Lucanet Consolidation and Financial Planning (CFP)

REST Push Import Interface

Deferred Taxes

Current Taxes

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 configure and start the import of data in the Import Suite workspace. You can choose an interface that has already been configured and adjust the start and end date if required.

Three interfaces are available:

Interface to

Lucanet Consolidation & Financial Planning

(CFP)

REST interface

Interface to the

Tax Balance

solution

The Import Suite workspace is opened under Company | Import Suite.

The Import Suite workspace is displayed, for example, as follows:

The following two options must be specified for all interface types:

Option	Description
Interface	Select the desired interface. The interfaces in the drop-down list correspond to the interfaces defined in the master data under Structure.
Configuration	Desired configuration of the selected interface. The sources created in the Tax Data Hub of the suitable type are available. This means that, if you have created a structure for a CFP interface, all sources with the interface to CFP type in the Tax Data Hub are displayed in the Configuration drop-down list.

The Lucanet interface connects Income Taxes with Lucanet CFP (Consolidation & Financial Planning) to allow balance sheet data and P&L values to be imported into Income Taxes.

Before you can use the interface to Lucanet CFP, certain prerequisites must be met:

You must have certain rights in Lucanet to run the new interface.

You must set up an interface connection in

Tax Data Hub

and configure the Lucanet database connection parameters.

You must configure the interface settings in the master data of Income Taxes (the

Master Data | Interfaces | Structure

workspace).

To execute the import interface, Income Taxes must know the correct OID for the corresponding reporting unit in Lucanet CFP. You must add the OID to the master data for

companies

in the

Company assignment LN-Client

field.

You can find detailed instructions under Creating and Configuring a Lucanet CFP Interface.

Once you have chosen a Lucanet interface under Interface, you must configure the following additional options:

Options when selecting a Lucanet CFP interface

Option	Description
Company assignment LN-Client	OID of the reporting unit. The OID is automatically taken from the master data for Companies.
Start date/End date of data access	The suggested end date corresponds to the last day of the selected period, while the start date is generally January 1 of the relevant calendar year.
First month of fiscal year	Here you can specify a month for the fiscal year that differs from the start date.

Once you select REST (Push) under Interface, you must configure the following additional options:

interface") Options when selecting the REST (Push) interface

The REST (Push) interface is connected to the REST interface in Tax Data Hub. The REST import interface allows external systems, financial and tax data (balance sheet and P&L values) to be transferred via a REST interface into the Tax Data Hub module. The transferred data serve as the starting point for further processing in downstream modules, such as Income Taxes.

Displays the companies into which values are imported.

The following options are available:

IFRS

: IFRS ledger

HGB

: HGB ledger

TAX

: Tax ledger

Multiple entries must be separated by commas, e.g. IFRS,HGB,TAX.

End date of the import period

Once you select Tax Balance under Interface, you must configure the following additional options:

Options when selecting the Tax Balance interface

Option	Description
Adjustment level(s)	Specify the adjustment level(s) from which values are to be imported.
Values to import	Activate the check boxes for the balance sheet or P&L from which values are to be imported.

Once you have configured all options, you can start the import. After a successful import, the Import protocol button is displayed. Click Import protocol to view comprehensive details, including information on items that were not imported.

After the import process, the uploaded values are listed row by row in the lower table area of the Import Suite workspace.

A successful data import is indicated by a green check mark. An error message is displayed for each affected row if the import was not successful.

The Save and Import protocol buttons are displayed after a successful import process:

To view comprehensive details, including information on items that were not imported, click

Import protocol

To transfer the imported values to Income Taxes, click

Save

The import process must be completed by clicking Save. Otherwise, the imported values will not be transferred to Income Taxes.

Last updated on May 28, 2026

Overview

Navigation

Standard Options

Additional Options

Lucanet Interface

Rest (Push)

Companies

Ledger

End of Period (YYYY-MM-DD)

Tax Balance

Executing an Import

Saving the Import

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