Creating Reorganizations

Getting Started

Global Functions

Lucanet Lume

Data Hub

Administration

Extended Planning & Analysis (xP&A)

Consolidation & Financial Planning

ESG Reporting

Disclosure Management

XBRL Tagger

Lease Accounting

Banking & Cash Management

Data Collection

Tax Compliance & Reporting

Tax Administration

Income Taxes

Tax Balance

User Interface and General Functions

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

Creating Reorganizations

Importing Balance Sheet Structure from Income Taxes

Importing E-Balance Data into Tax Balance

Creating a Tax Balance Sheet for an Individual Company

Creating Reports

Transmitting an E-Balance Sheet

Exporting Data

Tax Services

Glossary

You can create reorganizations and the entities involved in them in the Reorganizations workspace.

The details of the individual reorganizations, such as the transferred items and values or the target levels for the receiving entity, are then configured in the Functions workspace. How to proceed is described in Configuring Reorganizations.

The Reorganizations workspace is opened under Master Data | Reorganizations.

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

Reorganizations with the configuration status Transmitting Entity finished are hidden in the reorganizations overview. To display these reorganizations, you must activate the Show all reorganizations option.

The following technical prerequisites must be observed when creating and configuring conversions:

Taxonomy Type

For successful execution, the same taxonomy type (e. g. core taxonomy) and the same taxonomy version (e. g. version 6.7) must be used for both entities. If the taxonomies are different, the reorganization is automatically stopped by the system before the adjustment issues are created for the receiving entity. The user then has the option to adjust the taxonomy of the receiving entity and subsequently continue the reorganization.

Required Permissions

The permission concept for the reorganization function is designed so that the reorganization can be carried out by different users for the transmitting and receiving entities.

Each user must have the permissions required to edit tax adjustments, and the Execute reorganizations permission, for the respective entity.

In addition, the following permissions are required to manage the reorganization: Read reorganizations, Edit reorganizations, and Reset reorganization status.

To create a reorganization:

In the Reorganizations workspace, click Add.

Specify the following in the New reorganization dialog:

Tax balance sheet of the

transmitting entity

Tax balance sheet of the

receiving entity

issue

for the reorganization. The issue serves to document the reorganization process, e. g. to specify the type of reorganization (merger, spin-off, change of legal form, etc.).

comment

on the reorganization (optional)

Click Save.

The reorganization is displayed in the overview of the Reorganizations workspace and can be configured as described in Configuring Functions.

The selection of the tax balance sheets cannot be subsequently changed. In the case of a faulty selection, the reorganization must be deleted and created again.

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

Last updated on May 28, 2026

Overview

Navigation

Technical Prerequisites

Creating a Reorganization

Overview

Navigation

Technical Prerequisites

Creating a Reorganization

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