---
title: "'My Forms' Workspace"
description: "The 'My Forms' workspace is the central place for managing tax reports and is divided into the 'Drafts', 'Forms', and 'Transmitted' tabs."
source_url: https://support.lucanet.com/en/documentation/income-taxes/tax-services/overview-forms
language: en
last_updated: 2026-05-01
---
# 'My Forms' Workspace in Tax Services

## Overview

The **My forms** workspace is the central place for managing tax reports in Tax Services. Here, you can create, edit, and transmit tax forms to German tax authorities.

The **My forms** workspace in Tax Services is divided into three tabs:
- Drafts
- Forms
- Transmitted

To open a form from one of these overview tabs, click the form.

### Drafts

The **Drafts** tab shows all forms of the selected unit that are in progress and have not yet been transmitted. 

![Shows the 'Drafts' tab of the 'My forms' workspace in Tax Services with the columns 'Form', 'Processing step', 'Editor', 'Last change', 'Form package', and 'Data type version' and three draft forms in the processing steps 'In progress', 'Dispatch', and 'Not started'.](https://support.lucanet.com/assets/docs-images/income-taxes/tax-services/overview-forms/_images/en/overview-tab-drafts.png)
'Drafts' tab

The **Drafts** tab contains the following information:

- Current processing step
- Editor
- Date of the last change
- Form package
- Data type version

Drafts can be opened with a click and then edited. The system automatically locks the forms during editing. Locked forms are highlighted with gray hatching in the overview.

In addition, drafts can be copied or deleted via the three-dot menu next to the **Save** button of the opened draft:

![Shows the open three-dot menu next to the 'Save' button in Tax Services with the options 'Delete draft' and 'Copy draft'.](https://support.lucanet.com/assets/docs-images/income-taxes/tax-services/overview-forms/_images/en/three-point-symbol.png)
Three-dot menu of a draft

### Forms

The **Forms** tab shows available form templates from which you create new forms. 

![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'.](https://support.lucanet.com/assets/docs-images/income-taxes/tax-services/overview-forms/_images/en/my-forms-tab-forms.png)
'Forms' tab

The following form templates are available in Tax Services:

- Änderung der Bankverbindung (change of bank details)
- Änderung der Adresse (change of address)
- Belegnachreichungen zur Steuererklärung (subsequent submission of documents for the tax return)

How to create a new form is described in [Creating a Form](https://support.lucanet.com/en/documentation/income-taxes/tax-services/create-form.md).

### Transmitted

The **Transmitted** tab shows all reports that have already been successfully transmitted to the tax authority in read-only mode. 

![Shows the 'Transmitted' tab of the 'My forms' workspace in Tax Services with the columns 'Form', 'Editor', 'Last change', 'Form package', and 'Data type version' and four transmitted forms.](https://support.lucanet.com/assets/docs-images/income-taxes/tax-services/overview-forms/_images/en/transmitted-forms-list.png)
'Transmitted' tab

> **Note:** - Transmitted forms can no longer be edited. This overview supports the documentation and traceability of your tax reports. 
>
> - You can check the transmission results and the tax authority's confirmation in the form overview.
>
> - You can still copy transmitted forms.
>
> - Completed forms are subject to a statutory retention obligation of 10 years. You can only delete a form after this period has expired.