User Interface and General Functions | Lucanet Knowledge Base

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Tax Balance

User Interface and General Functions

Administrating Master Data

Creating a Tax Balance Sheet for an Individual Company

Creating Reports

Transmitting an E-Balance Sheet

Exporting Data

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Glossary

Various general functions that are used, for example, to increase the clarity of tables or quickly switch between sections are available to you in Tax Balance.

This article describes these functions in Tax Balance.

The start page is displayed, for example, as follows after opening the Tax Balance solution. The following elements are available on the start page in Tax Balance:

Shows the start page in Tax Balance with the overview on the left, containing the functional areas 'Master Data', 'Company', 'Reporting', and 'Administration', the 'Home button' at the top, the 'Help area' with the links 'User manual' and 'Release notes', and the 'Job-Monitor' bell icon at the top right. Highlighted in red are the 'Overview', 'Functional areas', 'Home button', 'Help area', and 'Job-Monitor' elements, each with a red label. — User interface of Lucanet Tax Balance

You can use the Home button to go back to the start page from anywhere in Tax Balance.

The navigation path to the workspace you are currently on is also displayed here.

Shows the 'Tax Balance Sheet Settings' page in Tax Balance with the 'Save' button and 'More actions'. Highlighted in red is the navigation path 'Company', '10000 (Konzernmutter)', 'Tax Balance Sheets', '13.05.2025 (Steuerbilanz 2025)', 'Tax Balance Sheet Settings' next to the Home icon. — Navigation path

Contains the functional areas in which the tax balance sheet is configured, entered, reported, and transmitted in what are referred to as workspaces. The following functional areas are available in Tax Balance:

Master data

Company

Reporting

Administration

Contains links to the user documentation and release notes.

Displays the state and result of the processes carried out by the system (e. g. imports, exports, generation of reports).

In addition, the generated files can be downloaded here.

Processes that are currently being executed can be stopped separately or collectively using the three-dot menu at the top right.

The following general functions are available in Tax Balance:

You can use the three-dot menu in the header row of a table, depending on the area you are in to, for example:

Sort column content

Show and hide columns

Filter columns by specific criteria

You can use the blue arrows displayed in certain table headers to sort the column content in ascending or descending order.

Shows a table in Tax Balance with the columns 'Name', 'Balance sheet item', 'P&L item', and 'Explanation' and two rows, 'Anpassung' and 'Anpassung 1'. Highlighted in red is the blue sort arrow in the 'Name' column header. — Sorting columns

When you hover the mouse pointer over a certain row, the icon for deleting the respective row appears.

You can use the arrows displayed in input dialogs to show or hide the fields to be edited and, if present, detailed information on the required entries.