---
title: "General Functions"
source_url: https://support.lucanet.com/en/documentation/income-taxes/income-taxes/introduction-to-the-ui/general-functions-in-incometaxes
language: en
last_updated: 2026-05-01
---
# General Functions

## Overview

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.

## Standard Functions of Income Taxes

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

| Option | Description |
|---------|---------|
| Save | Saves the actual data of the workspace. |
| the edit icon | Opens a data set in editing mode. |
| the show icon | Searching for or opening a (read-only) data record |
| the recycle bin icon | Deletes or archives a data set. |
| the restore icon | Restores an archived data set. |
| the info icon | Displays detailed information about the calculation and/or the data origin of a row. |
| the open inline help icon | Displays information about the respective option in workspaces. |
| the comment icon | 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. |

## Entering Values

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**.

![Applying proposed value](https://support.lucanet.com/assets/docs-images/income-taxes/income-taxes/introduction-to-the-ui/general-functions-in-incometaxes/_images/en/apply-proposed-value.png)
Applying proposed value

## Sorting and Filtering Data Sets

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:

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

    ![Filtering values in tables](https://support.lucanet.com/assets/docs-images/income-taxes/income-taxes/introduction-to-the-ui/general-functions-in-incometaxes/_images/en/filter_values.png)
    Filtering values in tables

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

3. Confirm your input with **Enter**.

4. If necessary, click Delete to reset a filter.
## Setting the Number Format

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](https://support.lucanet.com/en/documentation/getting-started/basic-configuration.md)).