---
title: "User Interface and General Functions"
description: "Various general functions used, for example, to increase the clarity of tables or quickly switch between sections are available to you in Tax Balance."
source_url: https://support.lucanet.com/en/documentation/income-taxes/tax-balance/user-interface-general-functions
language: en
last_updated: 2026-05-28
---
# User Interface and General Functions in Tax Balance

## Overview

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.

## User Interface 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.](https://support.lucanet.com/assets/docs-images/income-taxes/tax-balance/user-interface-general-functions/_images/en/start-page.png)
User interface of Lucanet Tax Balance

#### Home button and navigation path

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.](https://support.lucanet.com/assets/docs-images/income-taxes/tax-balance/user-interface-general-functions/_images/en/navigation-tax-balance.png)
Navigation path

#### Overview

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](https://support.lucanet.com/en/documentation/income-taxes/tax-balance/master-data-tax-balance.md)
- [Company](https://support.lucanet.com/en/documentation/income-taxes/tax-balance/create-single-entity-tax-balance.md)
- [Reporting](https://support.lucanet.com/en/documentation/income-taxes/tax-balance/create-reports-.md)
- **Administration**

#### Help Area

Contains links to the **user documentation** and **release notes**.

#### Job Monitor

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.

## General Functions in Tax Balance

The following general functions are available in Tax Balance:

#### the three dot menu icon

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

#### the blue sort arrow icon

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.](https://support.lucanet.com/assets/docs-images/income-taxes/tax-balance/user-interface-general-functions/_images/en/sort.png)
Sorting columns

#### the delete icon

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

#### the show details arrow icon

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.

![Shows an input dialog in Tax Balance with the 'Name' field containing 'Anpassung' and the 'Status' drop-down list set to 'Not Started'. Highlighted in red are the arrows at the right of the 'Name' and 'Status' sections.](https://support.lucanet.com/assets/docs-images/income-taxes/tax-balance/user-interface-general-functions/_images/en/show-hide-details.png)
Showing and hiding details