What's New in Tax Administration

The Add unit option (formerly Create link) in the Organisational structures workspace has been revised. The parent unit field is shown directly in the form, all available units are selectable from a dropdown menu, and structures are saved in a single step. In the Units workspace, the German tax number field has been renamed to Tax Identification Number / Steueridentifikationsnummer and values can now be added regardless of the unit's country. Unit IDs accept common punctuation (., ,, /, -), and units with identical names but different IDs can coexist (for example, for permanent establishments).

The Excel templates for importing units and structures now include a separate sheet with format specifications, permitted values, mandatory-field markers, and a sample row, so master data can be prepared without referencing external documentation. The Excel export for units in the Units workspace matches the import template format: you can download the export, edit it, and re-import the file to update existing units in bulk. On re-import, existing units are recognized by ID and updated rather than created again.

The Currencies and Reporting dimensions workspaces in Master data are hidden while they are not in use.

Certificates in the Certificates workspace and in the user profile are now archived instead of permanently deleted when you click the Bin icon. Archived certificates remain available for traceability of past submissions but cannot be selected for new submissions.

When creating or editing a DIP certificate, you can now choose the Identity provider used for authentication: BZSt Cert or ELSTER, both supported by the BZSt for the digital inbox. The form then shows the matching identifier field, BZSt-Nummer or Steuernummer.

The administration of certificates has been enhanced as follows:

Tax Administration now prevents multiple users from importing units simultaneously by locking the import process. Enhanced validation checks detect common errors, such as missing mandatory fields, invalid date ranges, and circular relationships.

The import of company structures has been enhanced as follows:

You can now classify companies as natural persons and mark companies as external entities. The company master data includes a new legal form option for natural persons and a check box to identify companies as external entities. This enables you to distinguish between group companies and external parties, improving data organization and reporting accuracy for consolidation purposes.

DIP (Digitaler Posteingang, digital inbox) certificates now support multiple BZST account IDs. You can enter comma-separated account IDs in the new account field, allowing you to associate one certificate with multiple accounts.