Creating a Form

For each unit and each reference date, you can create a separate form instance in Tax Services. This forms the basis for entering, validating, and transmitting the tax report.

To create a new form:

On the start page, select the desired Reference Date and Unit.

This is the 'Tax Services' start page. — 'Tax Services' start page

Click Show forms.

Open the Forms tab and click the desired form type.

This shows the 'Forms' tab. — 'Forms' tab

The system automatically creates a new form instance and opens it in the overview:

Shows the overview page of a form of the type 'Belegnachreichung zur Steuererklärung' — Overview page for 'Belegnachreichung zur Steuererklärung' (subsequent submission of documents for the tax return)

Configure the form instance according to your requirements (see Form Processing Procedures).

This content was generated using AI and reviewed by Lucanet subject matter experts before publication.

Last updated on May 1, 2026

Overview

Creating a Form

Overview

Creating a Form

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