Exporting Data | Lucanet Knowledge Base

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Glossary

You can use the export function in Tax Balance 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 in Tax Balance is displayed in the tree view as soon as you open a tax balance sheet under Company:

Shows the 'Income Taxes Export' page in Tax Balance for the tax balance sheet '31.12.2024 (Tax balance sheet 2024)' of the company '3000 (LSA_Company)', with the 'Create file' button and the 'Adjustment levels' section, in which 'JA', 'GTC Test', and 'Adjustment level German GAAP' are selected. Highlighted in red is the 'Income Taxes' entry below 'Export' in the tree view. — 'Export' workspace

To create a CSV export in Tax Balance:

Navigate to the Export | Income Taxes workspace.

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.