---
title: "Importing Data"
description: "You can use this import process to import the following data for the tax balance sheet to the taxonomy structure you have chosen:- Accounts - Fixed asset schedule - Equity accounts - Debt capital accounts"
source_url: https://support.lucanet.cloud/en/documentation/income-taxes/tax-balance/create-single-entity-tax-balance/import-data
language: en
last_updated: 2026-05-28
---
# Importing Data

## Overview

You can use this **import** process to import the following data for the tax balance sheet to the [taxonomy structure](https://support.lucanet.cloud/en/documentation/income-taxes/tax-balance/master-data-tax-balance/create-tax-balance-sheet/notes-taxonomies.md) you have chosen:

- Accounts
- Statement of changes in fixed assets
- Equity accounts
- Debt capital accounts

The import is performed by means of a CSV file. How to proceed is described in [Importing Data Using a CSV File](#csvimport).

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

- Reporting entities (This function must be licensed separately. If you have any questions, please contact your Lucanet contact person)
- Tax Data Hub
- Income Taxes

After you have imported the data, you can assign the items and accounts to the structure of the chosen [taxonomy](https://support.lucanet.cloud/en/documentation/income-taxes/tax-balance/master-data-tax-balance/create-tax-balance-sheet/notes-taxonomies.md) in the [GAAP reports](https://support.lucanet.cloud/en/documentation/income-taxes/tax-balance/create-single-entity-tax-balance/maintain-gaap-reports.md) workspace.

{% warning-box %}
Before you can execute an import, the corresponding [interface](https://support.lucanet.cloud/en/documentation/income-taxes/tax-balance/master-data-tax-balance/create-interface.md) must first be configured.
{% /warning-box %}

## Navigation

The **Import** workspace is displayed in the overview as soon as you open a tax balance sheet under **Company**:

'Import' workspace

## Importing Data Using a CSV File

{% info-box %}
How to import **accounts**, **fixed asset schedules**, **equity accounts**, and **debt capital accounts** using a CSV file is described in the following.
{% /info-box %}

Proceed as follows:

{% stepper %}
{% stepper-step %}
Click the area for the desired data type in the tree view under **Import**.

{% /stepper-step %}
{% stepper-step %}
Add the file to be imported by means of **drag and drop** or click **Browse** to add the file.

**Note**: Only files in CSV format are allowed.
{% /stepper-step %}
{% stepper-step %}
Choose the [previously defined interface](https://support.lucanet.cloud/en/documentation/income-taxes/tax-balance/master-data-tax-balance/create-interface.md) to be used for the import.
{% /stepper-step %}
{% stepper-step %}
Click **Import**.

{% /stepper-step %}
{% /stepper %}
## Importing Data from Tax Data Hub

Proceed as follows to import data from the Tax Data Hub.

{% stepper %}
{% stepper-step %}
Click the **Tax Data Hub** area in the tree view under **Import**.

 The area is displayed as follows:

{% /stepper-step %}
{% stepper-step %}
Choose the **source** from the **Tax Data Hub** module to be used for the import.
{% /stepper-step %}
{% stepper-step %}
Click **Start import**.

{% /stepper-step %}
{% /stepper %}
## Importing Data from Income Taxes

The import process 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](https://support.lucanet.cloud/en/documentation/income-taxes/income-taxes/master-data-income-taxes/interfaces.md) with the direction **Import (enhanced)** must be defined in the **Income Taxes** module.

## Show Status and Details of the Import

Job status in the job monitor