---
title: "Snapshots"
description: "Snapshots are copies of the current tax calculation, i. e. current and deferred taxes including the results."
source_url: https://support.lucanet.com/en/documentation/income-taxes/income-taxes/company/snapshots
language: en
last_updated: 2026-05-28
---
# Snapshots

## Overview

**Snapshots** are copies of the current tax calculation, i.e. current and deferred taxes including the results. Snapshots are used to freeze different editing states for an individual company within a period to retrieve them later – i.e. to view or restore them. This function allows you, for example, to run simulation calculations or submit tax returns or capital gains tax returns electronically.

All existing snapshots can be viewed if you have the **Transaction Data CT - Read** permission. For all other functions (create, edit, delete), the **Snapshots - Edit** permission is also required.

The data states of the following workspaces are saved:

- Master data of the period
- Master data of the company
- Current Taxes (incl. form dialogs, TB transfer and decompositions)
- Electronic Transmission/Validation; Data Transmission and Fast Entry
- B/S Comparison
- Balance sheet items if necessary
- Local balance if necessary
- OBD if necessary
- Loss carried forward
- Other
- TRR

## Navigation

The **Snapshots** workspace is opened under **Company | Snapshots**.

The **Snapshots** workspace is displayed, for example, as follows:

!['Snapshots' workspace](https://support.lucanet.com/assets/docs-images/income-taxes/income-taxes/company/snapshots/_images/en/workspace-snaphots.png)
'Snapshots' workspace

## Creating a Snapshot

To create a snapshot:

1. Navigate to the **Snapshots** workspace.

2. Enter a description for the new snapshot.

3. Click **+** to create a new snapshot.

4. A new snapshot is created with the current data from the workspaces listed in the **Overview** and displayed in the **All saved snapshots** table. Each snapshot is automatically assigned a unique ID by the system.
## Deleting a Snapshot

A snapshot is deleted by clicking the trash can icon in the **All saved snapshots** table.

> **Warning:** A deleted snapshot cannot be restored!

## Viewing or Printing a Snapshot

To view the content of a snapshot or print a snapshot:

1. In the **All saved snapshots** table, click the show details icon next to the desired snapshot, or click **Print snapshot**.

2. Choose the workspaces to be viewed or printed from the next dialog.

3. Click **Print**.

4. The chosen workspaces are displayed with all data on a new tab in your browser.
## Restoring a Snapshot

You can restore a snapshot at any time and, in this way, import the editing state of the chosen snapshot into the current tax calculation.

> **Warning:** Restoring a snapshot is only possible when the **Current Taxes** and **Deferred Taxes** milestones are open, i.e. still in progress.

> **Warning:** By restoring a snapshot, **you overwrite the original data** of the tax calculation with the data from this snapshot. We recommend saving the tax calculation with an additional snapshot before this step.

To restore a snapshot:

1. In the **All saved snapshots** table, click the restore snapshot icon in the row of the desired snapshot.

2. Click **Restore** in the next dialog if you are sure that the editing state of the chosen snapshot is to be restored.

3. The editing state of the chosen snapshot is restored.
## Indicating a Snapshot as Relevant for Calculation

### Relevance for subsequent/superior calculation

In the **Relevance for subsequent/superior calculation** column, you can mark a snapshot to be used for calculations for other companies (e.g. the data of the tax group member at the tax group parent).

The prerequisite for activating or deactivating the check box in the **Relevance for subsequent/superior calculation** column is that the **current taxes of the company** milestone is still open (not in **finished** or **checked** status). For this action too, an additional confirmation message appears before the data are accepted at the tax group parent.

> **Warning:** **Electronic Transmission**
>
> The **relevance for subsequent/superior calculation** is evaluated also if tax returns or capital gains tax returns are submitted electronically. For example, when a tax group member sends information to its tax group parent, the master data are retrieved from the snapshot if the tax group parent has activated the **Relevance for subsequent/superior calculation** check box for a snapshot.

### Relevance for Other Periods

In the **Relevance for other periods** column, users can mark a snapshot to be used for calculations in other periods of the same company (e.g. a specific data state from the tax return for the previous year).

The selection is available for periods with the form set for 2018 or later. The prerequisite for changing the check box in the **Relevance for other periods** column is that the **current taxes** milestone of the company is still open, i.e. not in **finished** or **checked** status.