---
title: "Exporting Data"
description: "Using the export function, you can export a CSV file with the balance sheet and account data of the tax balance sheet. This file can then be imported into the Income Taxes module."
source_url: https://support.lucanet.com/en/documentation/income-taxes/tax-balance/export-data
language: en
last_updated: 2026-05-28
---
# Exporting Data

## Overview

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.

{% idea-box %}
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](https://support.lucanet.com/en/documentation/income-taxes/income-taxes/company/import-suite.md).
{% /idea-box %}

## Navigation

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

'Export' workspace

## Exporting Data

To Create a CSV Export:

{% stepper %}
{% stepper-step %}
Navigate to the **Export** | **Income Taxes** workspace.

{% /stepper-step %}
{% stepper-step %}
Choose how the exported values are to be broken down. The following options are available for selection:
 - By **balance sheet item**
 - By **target item no.**
{% /stepper-step %}
{% stepper-step %}
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**.
{% /stepper-step %}
{% stepper-step %}
Click **Export** to generate the export file.

{% /stepper-step %}
{% /stepper %}
## Downloading Generated Files

After you have created the export, you can download the generated file.

To do this, click the bell icon to open the **job monitor**. The status of the export task is then displayed below the task:

Job monitor

The export file is downloaded and saved in your download directory by clicking the corresponding task.