---
title: "Form Overview"
description: "In addition to the form data, the form overview shows general information, the current processing step, the assigned local tax office, and the transmission status."
source_url: https://support.lucanet.com/en/documentation/income-taxes/tax-services/form-overview-and-metadata
language: en
last_updated: 2026-05-01
---
# 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'.](https://support.lucanet.com/assets/docs-images/income-taxes/tax-services/form-overview-and-metadata/_images/en/dispatch-status-everything-checked.png)
    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)

> **Note:** The review overview is only displayed from the **Dispatch** processing step onward.