---
title: "Opening a Tax Balance Sheet"
description: "To start entering data and configuring a tax balance sheet, you must first open the desired combination of individual company and tax balance sheet."
source_url: https://support.lucanet.cloud/en/documentation/income-taxes/tax-balance/create-single-entity-tax-balance/open-tax-balance
language: en
last_updated: 2026-05-28
---
# Opening a Tax Balance Sheet

## Overview

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](#milestone) as done or navigate to the individual **workspaces** to create the tax balance sheet.

## Opening a 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.

{% info-box %}
Only the combinations of **company** and **tax balance sheet** that were assigned in the master data when [creating a tax balance sheet](https://support.lucanet.cloud/en/documentation/income-taxes/tax-balance/master-data-tax-balance/create-tax-balance-sheet.md) can be chosen.
{% /info-box %}

## Displaying the Tax Balance Sheet Overview

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:

Tax balance sheet overview

## Options in the Tax Balance Sheet Overview

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

#### Overview

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

#### Navigation bar

Navigation path to the company you are currently editing

#### Milestones

Predefined milestones for tracking the process status.

To mark the steps of a milestone as done:

#### Tax Balance Sheet

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

#### Affiliated Companies

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

This information is obtained from the GCD master data.