---
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.cloud/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

## 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. The sheet is transmitted electronically in the **E-Balance** workspace.

In addition, you can:

- 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.cloud/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-box %}
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.cloud/en/documentation/income-taxes/tax-administration/certificates.md).
{% /warning-box %}

## Navigation

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

'E-Balance' workspace

## Transmitting an E-Balance Sheet

To transmit the e-balance sheet:

{% stepper %}
{% stepper-step %}
Navigate to the **E-Balance | Transmit** workspace.
{% /stepper-step %}
{% stepper-step %}
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.
{% /stepper-step %}
{% stepper-step %}
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**.
{% /stepper-step %}
{% stepper-step %}
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**.
{% /stepper-step %}
{% stepper-step %}
Click **Transmit**.

{% /stepper-step %}
{% /stepper %}
## Creating an XML Instance of the Tax Balance Sheet

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

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

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.cloud/en/documentation/income-taxes/tax-balance/create-reports-.md) in the **Reporting** functional area.

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

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

History of transmitted e-balance sheets

You can choose one of the following additional functions 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

Transmission details