Help & Support ↗ Lucanet Learning Space ↗
Documentation
Getting Started
Global Functions
Lucanet Lume
Administration
Data Hub
Consolidation & Financial Planning
Lease Accounting
Extended Planning & Analysis (xP&A)
ESG Reporting
Disclosure Management
XBRL Tagger
Tax Compliance & Reporting
Tax Administration
Income Taxes
Tax Balance
VAT
Tax Services
Opening Tax Services
'My Forms' Workspace
Form Overview
Creating a Form
Form Processing Procedures
Locking Forms and Editing Locked Forms
Banking & Cash Management
Data Collection
Glossary

Form Overview in Tax Services

In addition to the form data, the form overview in Tax Services shows additional information: general data, the current processing step, the local tax office assignment, and the transmission status.

Displaying the Form Overview in Tax Services

To display the form overview in Tax Services:

1

Open the form.

2

In the navigation, select Overview.

Shows the form overview in Tax Services in the 'Dispatch' processing step, with the process bar, the 'Send form' button, and the sections 'General Information', 'General data', and 'Review overview'. The sections contain the fields 'Last edited by', 'Last edited', 'Form version', 'ERiC version', 'Local tax office', 'Review Result', 'Reviewed by', 'Date of review', and 'Reason'.
Form overview

Form Data at a Glance in Tax Services

The following information is displayed in the form overview in Tax Services:

Current processing step with process bar

General Information

  • Last edited by
  • Form version
  • ERiC version

General data

  • Local tax office

Review overview

  • Review Result
  • Reviewed by
  • Date of review
  • Reason (if provided)

The review overview is only displayed from the Dispatch processing step onward.

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

Page IDKB7939491

Last updated on May 1, 2026

Table of Contents
Displaying the Form Overview in Tax ServicesForm Data at a Glance in Tax Services
Related Articles

Company

Legal Notice

© Copyright 2026 - Lucanet AG