---
title: "Monthly Overview"
source_url: https://support.lucanet.com/en/documentation/income-taxes/vat/value-added-tax/monthly-overview
language: en
last_updated: 2026-09-28
---
# Month Overview in Lucanet VAT
## Overview of the Month Overview in VAT
The **Month overview** in Lucanet VAT (Value Added Tax) provides a tabular overview of the reporting progress of all companies in a period – similar to the **Status** workspace, but for several companies at once. It displays either all companies of the current VAT group or all standalone companies. Only the companies assigned to the logged-in user are ever visible.
## Navigation to the Month Overview in VAT
The **Month overview** workspace can be found under **VAT | Value Added Tax | Month overview** and is displayed as follows, for example:
'Month overview' workspace
## Structure of the Month Overview in VAT
Use the **Search** field to filter the table by company name or number.
The table of the month overview in VAT shows the following columns:
| Column | Description |
|---------|---------|
| Company | Company number and name. VAT group total rows appear in **bold**; each parent company is displayed twice – once as the overall status of the VAT group and once as an individual declaration. Clicking the name opens the [Status](https://support.lucanet.com/en/documentation/income-taxes/vat/value-added-tax/tax-sales-status.md) workspace of the respective company. |
| Type | VAT group member type of the company (for example OT, ZOT, OG, STA) |
| Reporting period | Reporting frequency of the company: monthly, every 2 months, quarterly, every 4 months, every 6 months, or annual |
| Due date | Due date of the declaration, if stored in the **Due dates VAT Return** workspace in **Master data** |
| Import | Status of the data import. Possible values:
• **No entry:** VAT group declarations do not get an import status, because no import takes place for them
• **Imported:** Import successful
• **Not started:** Import pending or company reports manually. Clicking opens the **Import** workspace of the company. No import status is displayed for VAT group total rows. |
| Reconciliations | Status of the reconciliations. Possible values:
• **No entry:** VAT group declarations do not get a reconciliation status, because no reconciliations are performed for them
• **Not started:** Not yet performed or no reconciliations configured
• **With errors:** At least one reconciliation has errors
• **Plausible:** All reconciliations passed. Clicking opens the **Reconciliations** workspace of the company. |
| Declaration | Status of the declaration. For a description of all possible statuses, see [Declaration Status](#declaration-status-in-vat). Clicking opens the declaration or performs a status change. |
| Correction | Indicates the correction that the declaration is in. The value **0** stands for the original declaration, **1** for the first correction, and so on. |
| Last status change | User name and time of the last status change of the declaration |
Depending on the country settings, additional **Review** columns can be displayed. For more information, see the section [Review](#review-in-vat).
## Declaration Status in VAT
The status in the **Declaration** column of the month overview in VAT shows the current processing status of the declaration. In most cases, clicking the status opens the **Change of the declaration** dialog, in which you choose the possible action under **Please select change:** and confirm with **Apply change**:
| Status | Meaning | Action by clicking |
|---------|---------|---------|
| Not started | The declaration has not been edited yet. | **Close VAT Return**: results in a nil return – only use in exceptional cases |
| In work | The declaration is being edited. | **Close VAT Return**: some rules are ignored, for example the reconciliations do not have to be completed – only use in exceptional cases |
| Closed | The declaration has been finalized. | **Open VAT Return**: for example, if inconsistencies were noticed during the review |
| File created | The transmission file has been downloaded (for countries without direct transmission to the tax office). | Reset the status to **Closed** (for example, if corrections are still needed after the download) |
| Sending error | An error occurred during the technical transmission. | Reset the status to **Closed**: requires the **VAT: Reset Send Error - Edit** permission |
| Sent | The declaration was transmitted successfully to the tax office. | **Create correction**: Click the status to create a correction for the sent declaration. |
| Paid | The VAT liability has been paid and the payment voucher uploaded (must be activated in the country settings). | **Create correction**: Click the status to create a correction for the paid declaration. |
## Review in VAT
Depending on the configuration in the country settings, additional review columns can appear in the table of the month overview in VAT. The review implements the four-eyes principle as part of VAT compliance:
| Review variant | Description |
|---------|---------|
| Review before transfer | Can only be performed or undone if the declaration is closed. If this variant is active, the review must be completed before the declaration can be sent. If the declaration is reopened, the review is reset automatically. |
| Review after transmission | Is performed after the declaration has been sent. |
Both variants can also be configured at the same time, so that different users take on different review roles. With the **Review with four-eyes principle** setting in the country settings, you can also ensure that the user who closed the declaration cannot perform a review, and vice versa.
Each review variant creates two columns in the month overview in VAT:
- **Review (before/after transmission):** Here the review can be confirmed or withdrawn.
- **Last status change review:** Shows the user and time of the last review status change.
## Further Functions of the Month Overview in VAT
In addition to the [general functions](https://support.lucanet.com/en/documentation/income-taxes/vat/user-interface-general-functions.md), the following functions are available for all displayed companies via the buttons and the context menu of the three-dot icon (⋮) in the top right corner of the month overview in VAT:
| Function | Description |
|---------|---------|
| Open VAT Returns | Reopens all closed declarations of the displayed companies, provided they have not yet been sent to the tax office. |
| Finalise declarations | Closes all declarations of the displayed companies. Some rules are ignored in the process – for example, the reconciliations do not have to be completed. Only use this function in exceptional cases, for example if a due date is at risk. |
| Run reconciliations (context menu of the three-dot icon ⋮) | Performs the reconciliations for all displayed companies. Not all companies can be reconciled, for example if no import has taken place yet, if the European Sales List is still open – relevant for reconciliation 9 – or if the declaration is already closed. |
| Expand all (context menu of the three-dot icon ⋮) | Expands all VAT group hierarchies in the table. |
| Collapse all (context menu of the three-dot icon ⋮) | Collapses all VAT group hierarchies in the table. |