Importing Data in Tax Balance

You can use this import process to import the following data for the tax balance sheet in Tax Balance to the taxonomy structure you have chosen:

The import is performed by means of a CSV file. How to proceed is described in Importing Data Using a CSV File.

In addition, you can import data into Tax Balance from the following Lucanet modules:

After you have imported the data, you can assign the items and accounts to the structure of the chosen taxonomy in the GAAP reports workspace.

In Tax Balance, the Import workspace is displayed in the overview as soon as you open a tax balance sheet under Company:

To import data using a CSV file in Tax Balance, proceed as follows:

Proceed as follows to import data from the Tax Data Hub in Tax Balance:

The import process in Tax Balance is carried out by means of the Income Taxes module, which allows the Mapping Engine function to be used.

For the import, the interface of type Income Taxes must be defined in Tax Balance and the interface with the direction Import (enhanced) must be defined in the Income Taxes module.

After you have executed the import in Tax Balance, you can display the status and, in the case of a failed import, the details.

To do this, click the bell icon to open the job monitor. The status of the import task is then displayed below the task:

In the case of a failed execution, click the corresponding task to display the error details.