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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
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Importing Balance Sheet Structure from Income Taxes
Importing E-Balance Data into Tax Balance
Creating a Tax Balance Sheet for an Individual Company
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Glossary

Creating and Configuring a Company

Overview

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.

The Companies workspace 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:

'Companies' workspace
'Companies' workspace

Creating a Company

To create a company:

1

In the Companies workspace, click Add.

2

Enter a unique company ID.

As a rule, the value from the ERP system should be used as the company ID.

3

Enter a name for the company.

4

Click Save.

Deleting a Company

To delete a company, 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.

Last updated on May 28, 2026

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