General Functions

Getting Started

Global Functions

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

General Functions

Modules and Additional Functions in Income Taxes

Income Tax Forms

Master Data

Company

(Sub-) Group

Reporting

Pillar 2

Country-by-Country Reporting

First Steps in Pillar 2 and CbCR

Tax Balance

Glossary

In Income Taxes, various common functions are available to you in the workspaces, for example, to increase the clarity of tables or to display detailed information on data origin, among other things.

This article describes these functions.

The following functions are generally available in the workspaces of Income Taxes:

Option	Description
Save	Saves the actual data of the workspace.
	Opens a data set in editing mode.
	Searching for or opening a (read-only) data record
	Deletes or archives a data set.
	Restores an archived data set.
	Displays detailed information about the calculation and/or the data origin of a row.
	Displays information about the respective option in workspaces.
	Comments are stored and can be opened and/or edited using this button.
Comments	Opens the Comments & Attachments dialog box, where you can add comments.
Export as Excel/Export as PDF	Exports the workspace to an Excel spreadsheet or PDF document.

Two options are available for entering values in a form:

Enter the desired amount directly into the corresponding input field.

Apply the

Proposed value

displayed above the Input field by clicking the downward-pointing

arrow in front of the amount

The data sets shown in the individual workspaces are displayed in many places in a tabular overview (e.g. list of created companies in the Master data dialog Companies). The data sets in the overview can be sorted in the columns. To do this, click the entry in the column header and use the arrows that are then displayed:

Up arrow: ascending sort

Down arrow: descending sort

To filter the displayed data sets, you can use the Filter function. Proceed as follows:

Click the Filter icon in the heading of the respective column. The following dialog is displayed:

Enter the search term and, if necessary, use the displayed options to narrow down the search term.

Confirm your input with Enter.

If necessary, click Delete to reset a filter.

The notation of numbers is defined in the Number Format selection menu. The number format determines how the input and output of numbers should be handled in Income Taxes. This function is necessary because different number formats are used internationally. In Germany, for example, it is common to use a comma to separate whole numbers and decimal places, and a period as the thousands delimiter (e.g., 1.000.000,00). In the USA, it is exactly the opposite (e.g., 1,000,000.00).

The user can therefore individually select one of four internationally common number formats. This ensures that the Income Taxes Reports can be used without Excel reformatting. The format setting is made in the CFO Solution Platform under My profile | Change formatting preferences (see Basic Configuration for the Lucanet CFO Solution Platform).