Tax Balance

Our Lucanet Tax Balance module offers the ability to create and maintain a tax balance sheet and to electronically submit it to the German tax authorities as an XBRL-based E-Balance Sheet (E-Bilanz) in accordance with § 5b EStG.

Tax Balance supports all taxonomies published by the German Federal Ministry of Finance for the transmission of the E-Balance Sheet and provides an intuitive user interface.

Key features include:

Precise modeling of complex corporate structures

, including parent companies, intermediate controlling entities, and dependent units

Adjustment levels

for versioning and documentation

Flexible import options

via various file formats, SAP systems, Lucanet databases, and more.

An intuitive and powerful mapping dialog

for effortless assignment of accounts to the taxonomy

Seamless integration with the Tax Compliance & Reporting

solution for direct transfer to the

Income Taxes

module and efficient preparation of the tax return

Master data administration

for the Global Common Document (GCD) area of the taxonomy

Complex functions for partnerships, including special and supplementary partner balance sheets, and the mirror image method.

Multi-year comparisons

for transparent analysis across different reporting periods

Creation and validation of E-Balance Sheets

for submission to the German tax authorities

Reporting functions

, such as instance reports of the E-Balance Sheets and balance sheet overviews with tax adjustments

Do you already use the Lucanet CFO Solution Platform and would like to use Tax Balance as well? Speak to your Lucanet contact about a Tax Balance license or get in touch with us via

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Maybe you’re not a Lucanet customer yet, but you’d like to find out more about our solutions? If so, write to us at

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