Exporting Data

You can use the export function to export a CSV file with the following data:

Balance sheet and account data from the tax balance sheet

Four calculated special items for tax groups:

Surplus transfers prior to the tax group (key: tax-balance-special-position-pre-tax-group-remittance-surplus)

Deficit transfers prior to the tax group (key: tax-balance-special-position-pre-tax-group-remittance-shortfall)

Surplus transfers within the tax group (key: tax-balance-special-position-tax-group-remittance-surplus)

Deficit transfers within the tax group (key: tax-balance-special-position-tax-group-remittance-shortfall)

This file can then be imported into the Income Taxes module.

You can also initiate the import of Tax Balance data directly in the Income Taxes module of the Tax Compliance & Reporting solution. For detailed instructions, see Import Suite.

The Export workspace is displayed in the tree view as soon as you open a tax balance sheet under Company:

To Create a CSV Export:

Navigate to the Export | Income Taxes workspace.

Choose how the exported values are to be broken down. The following options are available for selection:

balance sheet item

target item no.

Choose the adjustment levels you want to export from the drop-down list or remove the adjustment levels that are not to be transferred by clicking the x.