---
title: "Creating Tax Balance Sheets"
description: "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."
source_url: https://support.lucanet.cloud/en/documentation/income-taxes/tax-balance/master-data-tax-balance/create-tax-balance-sheet
language: en
last_updated: 2026-05-28
---
# Creating and Configuring Tax Balance Sheets

## Overview

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.

Furthermore, in this step you choose the **taxonomy type** and **taxonomy version** to be used for the tax balance sheet.

## Navigation

The **Tax Balance Sheets** workspace can be opened under **Master Data | Tax Balance Sheets**.

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

'Tax Balance Sheets' workspace

The overview table contains the following information:

- **Name** of the tax balance sheet
- **Start** and **reporting date** of the tax balance sheet
- **Taxonomy** that has been assigned to the tax balance sheet
- **Number of companies** that have been assigned to the tax balance sheet

## Creating a Tax Balance Sheet

To create a tax balance sheet, click **Add** in the **Tax Balance Sheets** workspace and then configure the steps of the **Create Tax Balance Sheets** dialog as follows:

Step 1 in the 'Create Tax Balance Sheets' dialog

#### 1

Selection of the **previous year** to be used as the basis for the new tax balance sheet

Do one of the following:

- Choose **no previous year** if the tax balance sheet is not to be based on any tax balance sheet from a previous year.
- Choose an **existing tax balance sheet** to be included for the previous year.\
\
The profit difference ([section 60 (2) of the Income Tax Ordinance (EStDV)](https://www.gesetze-im-internet.de/estdv_1955/__60.html)) is calculated in the current tax balance sheet, taking into account the (tax) asset differences from the previous year.

#### 2

- **Balance sheet start**\- is transferred to the e-balance sheet
- **Balance sheet date** \- is transmitted to the e-balance sheet and determines which taxonomy version may be used
- Indication of whether the tax balance sheet should be marked as an **interim financial statement**. As a result, the tax balance sheet is displayed in a special way in some views.

#### 3

**Name** of the tax balance sheet

#### 4

Selection of the **taxonomy type** and **taxonomy version**

{% idea-box %}
Please refer to the [Notes on Taxonomies](https://support.lucanet.cloud/en/documentation/income-taxes/tax-balance/master-data-tax-balance/create-tax-balance-sheet/notes-taxonomies.md) for further information.
{% /idea-box %}

#### 5

Selection of the **companies** for which the tax balance sheet is to be created

## Editing a Tax Balance Sheet

To edit a tax balance sheet, click the desired tax balance sheet in the overview table.

You can then edit and save the displayed details.

{% info-box %}
All changes made in this way are applied to all companies assigned to this tax balance sheet.
{% /info-box %}