---
title: "Tax Balance"
description: "Unser Lucanet-Modul Tax Balance bietet Ihnen die Möglichkeit, Ihre Steuerbilanz zu erstellen und fortzuschreiben sowie diese in Form der XBRL-basierten E-Bilanz gemäß § 5b EStG elektronisch an das Finanzamt zu übermitteln."
source_url: https://support.lucanet.cloud/en/documentation/income-taxes/tax-balance
language: en
last_updated: 2023-08-16
---
# 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

{% info-box %}
- 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 [Contact](https://www.lucanet.com/en/contact/).
- 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 [Contact](https://www.lucanet.com/en/contact/).
{% /info-box %}

{% idea-box %}
**Links for more information:**

- [FAQ from the German tax authorities in regard to the Electronic Tax Balance Sheet](https://www.esteuer.de/download/taxonomie/FAQ_Version_2024-01.pdf)
- [Overview of the German tax authorities regarding the use of the taxonomy versions for transmitting the balance sheet and P&L](https://www.esteuer.de/download/taxonomie/%C3%9Cbersicht_Taxonomie-Versionen_2025.pdf)
{% /idea-box %}

## Getting Started with Income Taxes

Our instructions will help you get started with **Tax Balance** in next to no time:

{% tiles %}
{% tile image="_images/en/benutzeroberfl-chen-72ppi.png" href="./user-interface-general-functions" %}
User Interface and General Functions
{% /tile %}
{% tile image="_images/en/journals-72ppi.png" href="./master-data-tax-balance" %}
Stammdaten verwalten
{% /tile %}
{% tile image="_images/en/gs-schnelles-reporting.jpg" href="./create-single-entity-tax-balance" %}
Creating a Tax Balance Sheet for an Individual Company
{% /tile %}
{% /tiles %}