---
title: "Creating and Configuring an Interface"
description: "To import your financial data from source systems, you must first define the interfaces used to import them from these systems. Interfaces are used to define specific settings for the import behavior and import parameters."
source_url: https://support.lucanet.cloud/en/documentation/income-taxes/tax-balance/master-data-tax-balance/create-interface
language: en
last_updated: 2026-05-28
---
# Creating and Configuring an Interface

## Overview

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

Interfaces are used to define specific settings for the import behavior and import parameters.

## Navigation

The **Interfaces** workspace can be opened under **Master Data | Interfaces**.

The workspace displays an overview of all **interfaces** that have already been created and is displayed as follows, for example:

'Interfaces' workspace

## Creating an Interface

To create a new interface:

{% stepper %}
{% stepper-step %}
In the **Interfaces** workspace, click **Add.**
{% /stepper-step %}
{% stepper-step %}
Choose the **type** of interface, i. e. which data you want to import or from which source system you want to import data. The following options are available for selection:

 - **Statement of changes in fixed assets**
 - **Reporting Entities**
 - **Equity accounts**
 - **Debt Capital accounts**
 - Import of data from the **Income Taxes** module
 - **Accounts and adjustments**
 - **Accounts and adjustments** (as **mass import** for multiple companies)
 - **Determination of taxable profit for special cases**
{% /stepper-step %}
{% stepper-step %}
Enter a **name** for the interface.
{% /stepper-step %}
{% stepper-step %}
Click **Save**.
{% /stepper-step %}
{% stepper-step %}
Configure the options available for the respective interface type.

{% /stepper-step %}
{% /stepper %}
### Configuration Example

For an interface used to import a fixed asset schedule, the following options are configured, for example:

## Editing an Interface

To edit an interface, click the desired interface in the overview table.

You can then edit and save the displayed details.

## Copying an Interface

To use data from an interface already configured in another interface, you can create a copy of the interface. To do this, click the **More actions** menu in the overview table and choose the **Copy** command.

Copying an interface

A copy of the interface is automatically created with the name suffix **(copy)** and you can edit and save the details.