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

The Companies workspace in Tax Balance can be opened under Master Data | Companies.

This workspace provides an overview of all companies that have already been created and is displayed, for example, as follows:

Shows the 'Companies' workspace under 'Master Data' in Tax Balance with the 'Add' button, the 'Search companies' field, and a table with the columns 'Company ID' and 'Name' listing companies such as '10000' ('Konzernmutter'), '10002' ('German CE 1'), and '3000' ('LSA_Company'). Highlighted in red is the 'Companies' entry in the navigation.
'Companies' workspace

To create a company in Tax Balance:

1

In the Companies workspace, click Add.

2

Enter a unique company ID.

Usually, the value from the ERP system should be used as the company ID.

3

Enter a name for the company.

4

Click Save.

To delete a company in Tax Balance, open the entry for the company in the overview table with a click and then click Delete.

Deleted companies are not archived, but permanently deleted, and cannot be restored.

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