Administrating Master Data | Lucanet Knowledge Base

Documentation

Getting Started

Global Functions

Lucanet Lume

Administration

Data Hub

Consolidation & Financial Planning

Lease Accounting

Extended Planning & Analysis (xP&A)

ESG Reporting

Disclosure Management

XBRL Tagger

Tax Compliance & Reporting

Tax Administration

Income Taxes

Tax Balance

User Interface and General Functions

Administrating Master Data

Creating a Company

Creating Tax Balance Sheets

Creating an Adjustment Level

Creating and Configuring an Interface

Importing Master Data from Income Taxes

Performing a Mass Import

Creating Reorganizations

Importing Balance Sheet Structure from Income Taxes

Importing E-Balance Data into Tax Balance

Creating a Tax Balance Sheet for an Individual Company

Creating Reports

Transmitting an E-Balance Sheet

Exporting Data

VAT

Tax Services

Banking & Cash Management

Data Collection

Glossary

Under Master Data, you can create, import, and manage globally valid data for Tax Balance.

Master data administration in Tax Balance includes:

Creating and Configuring a Company

: In the

Companies

workspace, you can manage the companies for which you want to prepare tax balance sheets and transmit them to the tax office.

Creating and Configuring Tax Balance Sheets

: In the

Tax Balance Sheets

workspace, you can create your tax balance sheets and assign them to the

companies

for which the tax balance sheet is to be used.

Creating and Configuring Adjustment Levels

: In the

Adjustment Levels

workspace, you can create, name, and configure global adjustment levels.

Creating and Configuring an Interface

: To import your financial data from source systems, you must first define the interfaces used to import them from these systems.

Importing Master Data from Income Taxes

: You can use the

master data import

to import all GCD master data (General Common Data) relevant to

Tax Balance

from the

Income Taxes

module.

Performing a Mass Import

: You can use the mass import to import

accounts, grouping accounts, mappings

, and

adjustments

for several companies and years simultaneously.

Creating Reorganizations

: You can create reorganizations and the entities involved in them in the

Reorganizations

workspace.

Importing Balance Sheet Structure from Income Taxes

: In the

Balance Sheet Structure

workspace, you can import the balance sheet structure that is stored in the

Income Taxes

module of the

Tax Compliance & Reporting

solution into

Tax Balance

Importing E-Balance Data into Tax Balance

: If you have previously used another system to create and submit your E-Balance, you can import E-Balance data from that system into Tax Balance via an XML file in the

Import from E-Balance

workspace.

This content was generated using AI and reviewed by Lucanet subject matter experts before publication.

Page IDKB3132381

Last updated on May 28, 2026

Overview

Administrating Master Data in Tax Balance

Overview

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Administrating Master Data in Tax Balance

Overview

Table of Contents

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