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Glossary

Importing E-Balance Data into Tax Balance

Overview

If you have previously used another system to create and submit your E-Balance, you can import E-Balance data from that system into Tax Balance via an XML file in the Import from E-Balance workspace.

The following data can be imported into Tax Balance:

  • Company and tax balance sheet
  • GCD master data
  • Accounts and mappings
  • Fixed asset schedule
  • Comparison of business assets
  • Development of capital accounts

The E-Balance import function in Tax Balance is particularly useful in two scenarios:

  • Data migration from Lucanet.E-Bilanz or Smart Tax Balance
  • Data migration from other providers

With this import function, you can import multiple tax balance instances at once without having to create them manually.

The Import from E-Balance workspace in Tax Balance is opened under Master Data | Import from E-Balance.

The workspace is displayed as follows, for example:

Shows the 'Import from E-Balance' workspace under 'Master Data' in Tax Balance with the 'Import' button and the 'File' and 'Encoding' sections. The 'File' section shows the instruction 'Choose the instance files which should be imported.', the upload area 'Add file with drag & drop, or Browse', and the note 'No File chosen'. The 'Encoding' section shows the instruction 'Specify the encoding of the instance.', the value 'UTF-8', and the hint 'The encoding of the instance can be read in the first row of the document. Instances originating from Tax Balance have the encoding UTF-16. Instances created in Smart Tax Balance and downloaded via Tax Balance have the encoding UTF-8. Instances originating from Smart Tax Balance have had the UTF-16 encoding since version 20 and higher. Instances from previous versions of Smart Tax Balance have the encoding ISO-8859-15.' Highlighted in red is the 'Import from E-Balance' entry in the navigation.
'Import from E-Balance' workspace

Importing an E-Balance Instance in Tax Balance

To import one or more e-balance sheet instances from another system into Tax Balance:

1

Under File, add the XML instance(s) you want to import by dragging and dropping them or by clicking the Browse button.

2

Specify the encoding of the instance.

The encoding of the instance can be found in the first line of the document.

3

Click Import.

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

Page IDKB8250672

Last updated on May 28, 2026

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