---
title: "Importing Master Data from Income Taxes"
description: "You can use the master data import to import GCD master data (General Common Data) from the Income Taxes module into the Tax Balance module."
source_url: https://support.lucanet.cloud/en/documentation/income-taxes/tax-balance/master-data-tax-balance/import-master-data-from-income-taxes
language: en
last_updated: 2026-05-28
---
# Importing Master Data from Income Taxes

## Overview

You can use the **master data import** to import all GCD master data (General Common Data) relevant to **Tax Balance** from the **Income Taxes** module.

## Navigation

The **Master Data Import** workspace is opened under **Master Data | Master Data Import**.

The workspace displays the available periods and is displayed as follows, for example:

'Master Data Import' workspace

## Importing Master Data

Configure the following steps to import the master data and then click **Import**.

#### 1

Selection of the **period** from which the master data are to be imported from **Income Taxes**.

{% info-box %}
- The tax balance sheet to be updated is determined on the basis of the **ultimo of the period**.
- If no tax balance sheet exists with the corresponding reporting date, a new tax balance sheet is created.
{% /info-box %}

#### 2

Selection of the companies for which the master data are to be imported.

You can use the **Choose German companies only** or **Choose all** commands to limit or speed up the selection of companies.

{% info-box %}
- The company to be updated is determined on the basis of the **company ID**.
- If no company with the corresponding company ID exists, a new company is created.
{% /info-box %}

#### 3

Selection of the **legal forms** for which **shareholders** are to be updated or created. The following legal forms can be selected:

- **Partnerships**
- **Corporations**

#### 4

Name of the tax balance sheets to be created

{% idea-box %}
The name of the tax balance sheet is used for identification purposes and is not transferred in the e-balance sheet.
{% /idea-box %}

#### 5

Selection of the **taxonomy type** and **taxonomy version** to be stored for updated and newly created tax balance sheets.

{% 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 %}

#### 6

Selection of the **report elements** to be stored for updated and newly created tax balance sheets

{% idea-box %}
A selection of the most common report elements is preset. You can customize this selection.
{% /idea-box %}

## Displaying the Status and Details of the Import

After you have executed the import, you can display the **status** and, in the case of a **failed** import, the details.

To do this, click the bell icon to open the **job monitor**. The status of the import task is then displayed below the task:

Job status in the job monitor

In the case of a failed execution, click the corresponding **task** to display the error details.