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 in Tax Services:

1

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

Shows the 'Welcome to Tax Services!' start page in Tax Services with the 'Reference Date' field set to '2026-07-13', the 'Unit' drop-down list set to '0011 - Test1', and the 'Show forms' button.
'Tax Services' start page
2

Click Show forms.

3

Open the Forms tab and click the desired form type.

Shows the 'Forms' tab of the 'My forms' workspace in Tax Services with the form templates 'Belegnachreichung zur Steuererklärung', 'Änderung der Adresse', and 'Änderung der Bankverbindung'.
'Forms' tab
4

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

Shows the 'Overview' page of a new form of the type 'Belegnachreichung zur Steuererklärung' in Tax Services in the 'Not started' processing step, with the form sections in the navigation on the left, the 'Set status "In progress"' button, and the 'General Information' and 'General data' sections with the 'Local tax office' drop-down list.
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).

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