Opening a Tax Balance Sheet

Getting Started

Global Functions

Administration

Extended Planning & Analysis (xP&A)

Consolidation & Financial Planning

ESG Reporting

Disclosure Management

XBRL Tagger

Lease Accounting

Banking & Cash Management

Data Collection

Tax Compliance & Reporting

Tax Administration

Income Taxes

Tax Balance

User Interface and General Functions

Administrating Master Data

Creating a Tax Balance Sheet for an Individual Company

Opening a Tax Balance Sheet

Managing GCD Master Data

Configuring Tax Balance Sheet Settings

Importing Data

Maintaining GAAP Reports

Configuring Functions

Creating Reports

Transmitting an E-Balance Sheet

Exporting Data

Glossary

To start entering the data and configuring a tax balance sheet, you must first open the desired combination of individual company and tax balance sheet.

The overview of the chosen tax balance sheet is then displayed. From here, you can mark the individual process steps of the milestones as done or navigate to the individual workspaces to create the tax balance sheet.

Do one of the following to open the tax balance sheet to be edited at the individual company level:

Under

Companies

, first choose the desired company and then the

tax balance sheet

you want to edit.

Under

Tax Balance Sheets

, choose the tax balance sheet you want to edit.

Only the combinations of company and tax balance sheet that were assigned in the master data when creating a tax balance sheet can be chosen.

After you have opened the tax balance sheet to be edited from the Company area, the overview of the tax balance sheet is displayed as follows:

The following options are available in the overview of an open tax balance sheet:

Used to navigate between the workspaces used to configure and create the tax balance sheet

Navigation path to the company you are currently editing

Predefined milestones for tracking the process status.

To mark the steps of a milestone as done:

Details on the tax balance sheet.

You can use the More actions menu to:

Close

the tax balance sheet for further editing

Re-open

a tax balance sheet already closed

Delete

the tax balance sheet

List of tax group entities affiliated with a tax group parent.

This information is obtained from the GCD master data.

Last updated on May 28, 2026

Opening a Tax Balance Sheet

Overview

Opening a Tax Balance Sheet

Displaying the Tax Balance Sheet Overview

Options in the Tax Balance Sheet Overview

Overview