--- title: "Creating Reports" description: "You can generate reports of the data entered in Tax Balance in the Reports workspace. In addition, you can create an instance report of the tax balance sheet, which exports the XML-based version transmitted to the tax office into a human-readable and printable format." source_url: https://support.lucanet.com/en/documentation/income-taxes/tax-balance/create-reports- language: en last_updated: 2026-05-28 --- # Creating Reports in Tax Balance ## Overview Two areas are available for creating reports in Tax Balance: In the **Reporting** functional area of Tax Balance, you can create the following reports: - **Instance report of the tax balance sheet**\ \ You can use this report to export the XML-based version of the tax balance sheet into a human-readable and printable XLS format. You can generate the XML file, which is the basis of the instance report, in the [Transmit E-Balance Sheet](https://support.lucanet.com/en/documentation/income-taxes/tax-balance/transmit-the-tax-balance.md#creating-an-xml-instance-of-the-tax-balance-sheet-in-tax-balance) workspace. - **Development of taxable and deductible differences**\ \ This report tracks the development of tax adjustments over several years and displays key information, such as balance sheet items, adjustment issues, asset differences, and annual changes. The report can be created for several companies. You can generate reports of the data entered in **Tax Balance** for a company in the **Reports** workspace of the company. The following reports are available in the **Reports** workspace in Tax Balance: - Value development for current tax balance sheet - Balance sheet overview with tax adjustments - Balance sheet overview with tax adjustments - for tax group - Balance sheet overview with tax adjustments - for tax group (ยง 14 KStG (German Corporate Income Tax Act) old version) - Development of proprietary differences - Development of proprietary differences by tax adjustment level - Development of proprietary differences by tax adjustments - Mapping - Special balance sheets - Statement of changes in capital accounts - Statement of changes in fixed assets - Supplementary balance sheets - Tax adjustment overview ## Creating Reports in the 'Reporting' Functional Area in Tax Balance The **Reporting** functional area in Tax Balance is opened via the overview and is displayed as follows: ![Shows the 'Create instance report' page of the 'Reporting' functional area in Tax Balance, with the 'Instance Report' and 'Development of taxable and d...' entries on the left, the 'File' section with 'Add file with drag & drop, or Browse' and 'No File chosen', the 'Encoding' section with the value 'UTF-8', and the 'Create report' button. Highlighted in red are the navigation path with the Home icon and 'Reporting' at the top and the 'Instance Report' entry on the left.](https://support.lucanet.com/assets/docs-images/income-taxes/tax-balance/create-reports-/_images/en/reporting-area.png) 'Reporting' functional area ### Creating an Instance Report The XML file of the instance report can be generated in the [Transmit E-Balance Sheet](https://support.lucanet.com/en/documentation/income-taxes/tax-balance/transmit-the-tax-balance.md#creating-an-xml-instance-of-the-tax-balance-sheet-in-tax-balance) workspace. Then proceed as follows to create an **instance report** in the **Reporting** functional area in Tax Balance: 1. In the overview, click **Instance report**. 2. Upload the **file** of the instance from which an instance report is to be created. 3. Specify the **encoding** of the instance file. The encoding of the instance can be read in the first row of the document. The following usually applies: - Instances originating from Tax Balance have the encoding UTF-16. - Instances created in Smart Tax Balance and downloaded via Tax Balance have the encoding UTF-8. - Instances originating from Smart Tax Balance have had the UTF-16 encoding since version 20 and higher. - Instances from previous versions of Smart Tax Balance have the encoding ISO-8859-15. 4. Click **Create report**. The report is generated in XLSX format and can be downloaded via the **job monitor** by clicking the bell icon at the top right edge (the bell icon). ### Creating a Report on the Development of Taxable and Deductible Differences To create a **report on the development of taxable and deductible differences** in the **Reporting** functional area in Tax Balance: 1. In the overview, click **Development of taxable and deductible differences**. 2. Select the **tax balance sheet group** you want to create the report for. Only the tax balance sheet groups for which you have the required permissions are available for selection. 3. Click **Continue**. 4. Select the **companies** for which you want to create the report. 5. Click **Create report**. The report is generated in XLSX format and can be downloaded via the **job monitor** by clicking the bell icon at the top right edge (the bell icon). ## Creating Reports in the 'Reports' Workspace in Tax Balance The **Reports** workspace in Tax Balance is displayed in the overview as soon as you open a tax balance sheet under **Company**: ![Shows the 'Reports' workspace of the tax balance sheet '31.12.2025 (Tax balance sheet 2025)' of the company 'TB_0001 (First company)' in Tax Balance, with the list of available reports, from 'Balance sheet overview with tax adjustments' to 'Value Development for current Tax Balance Sheet'. Highlighted in red is the 'Reports' entry in the overview on the left.](https://support.lucanet.com/assets/docs-images/income-taxes/tax-balance/create-reports-/_images/en/reports.png) 'Reports' workspace To create a report in the **Reports** workspace in Tax Balance, click the desired report. The report is generated automatically after clicking it. ## Downloading Generated Files in Tax Balance After you have created the report in Tax Balance, you can download the generated file. To do this, click the bell icon to open the **job monitor**. The state of the task is then displayed below the task: ![Shows the 'Tasks' panel of the job monitor in Tax Balance with the task 'Generate report Statement of Changes in Fixed Assets for First company Tax balance sheet 2025', dated '12.05.2026, 10:13:45'. Highlighted in red are the bell icon and the task state 'Task successful'.](https://support.lucanet.com/assets/docs-images/income-taxes/tax-balance/create-reports-/_images/en/process-status.png) Job monitor The export file is downloaded and saved to your download directory by clicking the corresponding task.