Build the workflow backward from the published tables.
That is the fastest way to see which data, criteria files, and approvals you actually need.
Structured answer sets in this page tree.
Cited legal and guidance references.
The best Taxonomy workflow starts at the reporting output and works backward. Ask what tables and notes you must publish, what aligned and eligible numbers feed those tables, what activity decisions feed those numbers, and what evidence supports those decisions. When teams skip that chain, the KPI workbook becomes impossible to defend.
The sequence should be stable every year: scope, activity inventory, eligibility, alignment, evidence, KPI calculation, contextual note drafting, review, and sign-off.
Do not calculate KPIs before the eligibility and alignment register is frozen. Otherwise the number owners and evidence owners are working from different populations.
Non-financial undertakings disclose turnover, CapEx, and OpEx. The hardest part is usually not the formula. It is deciding what belongs in the activity register, what belongs in the denominator, and which activities can truly be included as aligned.
The 2025 Commission Notice also matters operationally because it clarifies first-year comparatives, enabling-activity allocation, and how to handle activities that are not material when evidence is missing.
For financial undertakings, the workflow depends on counterparty disclosures. That means the program needs both internal controls and a disciplined external data-request process.
The 2026 simplification act adds two critical workflow changes. First, some financial undertakings may use a simplified statement route until the end of 2027 if they make no Taxonomy-associated activity claim. Second, fees and commissions and trading-book templates start only from 2028.
Most Taxonomy errors are governance errors. They come from untracked scope changes, undocumented judgment calls, or workbook logic that cannot be reproduced after publication.
The controls below are the minimum for a publication-grade process.
ESG Compliance can take EU Taxonomy KPIs and disclosure workflow from operationalizing this sustainability obligation across workflows and reporting to a reusable workflow inside Sorena. Teams working on EU Taxonomy can keep owners, evidence, and next steps aligned without copying this guide into separate documents.
Start from EU Taxonomy KPIs and disclosure workflow and manage cross team sustainability work, reporting, and evidence from one workflow.
Review your current process, evidence gaps, and next steps for EU Taxonomy KPIs and disclosure workflow.