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:

1

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

This is the 'Tax Services' start page.
'Tax Services' start page
2

Click Show forms.

3

Open the Forms tab and click the desired form type.

This shows the 'Forms' tab.
'Forms' tab
4

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)
5

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

Last updated on Aug 24, 2023