Administrating Master Data

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

This includes:

• Creating companies for which you can prepare tax balance sheets and transmit them to the tax office
• Creating tax balance sheets and assigning them to the companies for which the tax balance sheets are to be used
• Creating adjustment levels to assign tax deviations for different levels of knowledge (such as tax return, annual financial statements, tax audit)
• Configuring interfaces for the data import
• Importing GCD master data from the Income Taxes module
• Performing mass imports for several years and/or companies
• Adding reorganizations
• Transferring balance sheet structures to transfer tax adjustments to Income Taxes, if necessary.
• Importing E-Balance data from other systems, like Lucanet.E-Bilanz or Smart Tax Balance