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In the first column of the table there is a pencil symbol – you can edit company information after clicking on this symbol. When clicking on the magnifying glass symbol , you can view the selected data set but not change it. A click on recycle bin archives the selected company. After that the company will not be shown as active any more, you can find it under 'archived'. Click on 'Create' button in the selected period to add a new company.
Bulk edit
Using this function you can change certain data for several companies simultaneously (e.g. local tax rate or settings for tax allocation calculation). The companies to be changed can be selected using the dropdown list that contains checkboxes in the Bulk Edit dialogue. This dropdown contains all companies in the currently selected period. The important advantage of this function is that the required attribute can be edit for several companies simultaneously, which saves a lot of time. Activate the attributes to be changed in the Modify? column and enter new value in the Values column.
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Required fields are marked with a yellow starletred asterisk. Fields required for an electronic tax return are marked with a blue starlet. The same applies to master data that is needed for E-Bilanz. This data can be transferred to tax balance module SmartTaxBalance via an interface (web service).
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Non-calendaric fiscal year / Additional non-calendric fiscal year / Short fiscal year This information is necessary for the electronic tax return.
Company data – Employee data
Responsible person for tax / unit
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You can select the required username from the available dropdown list that contains all GTC users. The GTC users are administered in the User dialogue in the Master Data tab.
Display options
In the Master Data dialogue Company the users may select one of the three display options:
List
The companies are usually displayed in the tabular form when opening the dialogue:
Group structure
This display option visualizes the master data based on the data in the Tax payer of group column. Companies defined as "(sub-) group{}" are highlighted in colour. Brackets indicate those companies that are connected to the superior entity, but consolidated with another superior entity.
Tax group structure
This display option visualizes the master data based on the data in the Current Tax Charge - group data{}. A colour distinction is made between tax payer of group, intermediate parent of tax group and member of tax group. Companies that are not part of any group are grey-coloured. The green check mark indicates that the option "{}Deferred taxes{}" is activated for this company.
