Importing Data

To prepare your application, you load the following data:

  • Book Data, including Trial Balance and Tax Return data
  • Tax Account Data, including Permanent and Temporary adjustments, and tax loss and credit adjustments
  • Payments and Refunds for Tax Rollforward
  • Average Number of Employees (for Country by Country reporting)

Before you load data, ensure you are meet the following conditions:

  • Load only to base members
  • Ensure data contains only valid target amounts
  • Ensure approval units to which you are loading are not already locked

After you import dimensions, you can populate data by importing data files.


When importing data, no validation is performed on intersections to determine which are valid, and data is loaded to all intersections. To review data that has been loaded into invalid intersections, run the Invalid Intersection report before importing data to see and clear invalid intersections. See Creating an Invalid Intersection Report.

To import data, you must be a Service Administrator or Power User.

You can load data using a text file with sections that map the file data to dimensions. When you load multiple data files, they are loaded in sequential order.


If you have a file that is not in the required format for Tax Reporting, or you need to control when the integration process exceeds the native data load utility, Service Administrators can set up profiles, create the data load rules, define mappings, and load data from an external system. See Importing and Exporting Data Using Data Management

To import data:


Do not run reports, books, or batches while data is being loaded.

Watch this video for more information on loading data in Tax Reporting: Video iconOverview: Loading data in Tax Reporting Cloud.