---
title: "Transmitting an E-Balance Sheet"
description: "When all required configurations and data are present, you can transmit the tax balance sheet as an e-balance sheet to the tax office. The sheet is transmitted electronically in the E-Balance workspace."
source_url: https://support.lucanet.com/en/documentation/income-taxes/tax-balance/transmit-the-tax-balance
language: en
last_updated: 2026-05-28
---
# Transmitting an E-Balance Sheet to the Tax Office in Tax Balance

## Overview

When all required configurations and data are present, you can transmit the tax balance sheet as an e-balance sheet to the tax office in Tax Balance. The sheet is transmitted electronically in the **E-Balance** workspace.

In addition, you can do the following in Tax Balance:

- Save the tax balance sheet transmitted to the tax office as an instance in XML format and, if necessary, visualize it subsequently in the **Reporting** functional area as an [instance report in XLS format](https://support.lucanet.com/en/documentation/income-taxes/tax-balance/create-reports-.md)
- Display the **history** of all transmitted e-balance sheets and download the **transmission protocol** and **instance documents**

> **Warning:** To transmit the e-balance sheet, an **ELSTER** certificate must be assigned to you in the **Tax Administration** module. How to proceed is described in [Certificates](https://support.lucanet.com/en/documentation/income-taxes/tax-administration/certificates.md).

## Navigation in Tax Balance

The **E-Balance** workspace in Tax Balance is displayed in the tree view as soon as you open a tax balance sheet under **Company**:

![Shows the 'E-Bilanz übertragen' page in Tax Balance with German UI labels for the tax balance sheet '31.12.2024 (Tax balance sheet 2024)' of the company '12000 (_QA_test)', with the 'Übertragen' button, the 'Testversand' section with the 'Ja' checkbox selected, the 'Anpassungsebenen' section with 'JA' and 'GTC' selected, and the 'Bilanzen' section with '_QA_test - Gesamthandsbilanz', 'Partner 1 - Sonderbilanz', and 'Partner 1 - Ergänzungsbilanz' selected. Highlighted in red is the 'E-Bilanz' entry in the tree view, with the sub-entries 'Übertragen' and 'Historie'.](https://support.lucanet.com/assets/docs-images/income-taxes/tax-balance/transmit-the-tax-balance/_images/en/e-bilanz.png)
'E-Balance' workspace

## Transmitting an E-Balance Sheet in Tax Balance

To transmit the e-balance sheet in Tax Balance:

1. Navigate to the **E-Balance | Transmit** workspace.

2. Select whether you want to perform a **test transmission** first.

    **Notes**:

       - In a **test transmission**, the e-balance sheet is transmitted to the tax office and validated, but is discarded immediately after receipt and not processed further. This ensures that the e-balance sheet is valid and that the transmission path works.
       - If the **Test transmission** option is not activated, the e-balance sheet will be officially transmitted to the tax office.

3. Choose the **adjustment levels** you want to transmit from the drop-down list or remove the adjustment levels not to be transmitted by clicking the **x**.

4. Partnerships only: Choose the **balance sheets** you want to transmit from the drop-down list or remove the balance sheets not to be transmitted by clicking the **x**.

    **Note:** The **balance sheets** drop-down list is only displayed if a partnership is stored in the **Legal form type** field in the [GCD master data](https://support.lucanet.com/en/documentation/income-taxes/tax-balance/create-single-entity-tax-balance/gcd-master-data.md) of the tax balance sheet. You can then choose between the balance sheet of the overall company, the **special balance sheets** and the **supplementary balance sheets**.

5. Click **Transmit**.
## Creating an XML Instance of the Tax Balance Sheet in Tax Balance

You can save the tax balance sheet transmitted to the tax office as an instance in XML format in Tax Balance.

To do this, in the **Transmit** workspace, click **More actions | Create as file**.

![Shows the top of the 'E-Bilanz übertragen' page in Tax Balance with German UI labels, with the 'Übertragen' button and the opened 'Weitere Aktionen' menu. Highlighted in red is the 'Als Datei erzeugen' command.](https://support.lucanet.com/assets/docs-images/income-taxes/tax-balance/transmit-the-tax-balance/_images/en/create-file.png)
Creating XML file

The XML file of the tax balance sheet can then be downloaded via the job monitor at the top right edge and, if necessary, visualized and saved as an [instance report in XLS format](https://support.lucanet.com/en/documentation/income-taxes/tax-balance/create-reports-.md) in the **Reporting** functional area.

## Displaying the E-Balance Sheet History and Transmission Details in Tax Balance

In the **E-Balance | History** workspace in Tax Balance, you can display a history of all successfully transmitted e-balance sheets for the tax balance sheet in question:

![Shows the 'E-Bilanz Historie' page in Tax Balance with German UI labels, with the 'Historie durchsuchen' search field and a table with the columns 'Übertragungsdatum', 'Name', 'Art', and 'Ergebnis'. The table lists four transmissions from '24.07.2025, 10:26' to '17.07.2025, 18:19', each with the name 'Demo Umwandlung' and the type 'Mit Testvermerk'.](https://support.lucanet.com/assets/docs-images/income-taxes/tax-balance/transmit-the-tax-balance/_images/en/history.png)
History of transmitted e-balance sheets

You can choose one of the following additional functions in Tax Balance by clicking a transmitted e-balance sheet in the history:

- Download **transmission protocol**
- Download **instance document** of the transmitted e-balance sheet in XML format
- Download **instance report** of the transmitted e-balance sheet in XLS format

![Shows the 'Details zur Übertragung' page in Tax Balance with German UI labels for a transmission of the e-balance sheet on '03.06.2025, 08:11', with the sections 'Übertragungsprotokoll', 'Instanzdokument', and 'Instanzreport' and the buttons 'Übertragungsprotokoll herunterladen', 'Instanzdokument herunterladen', and 'Instanzreport erstellen'.](https://support.lucanet.com/assets/docs-images/income-taxes/tax-balance/transmit-the-tax-balance/_images/en/transmission-details.png)
Transmission details