Importing Metadata

You can import metadata from a file in a comma-delimited, tab-delimited, or other format. These artifacts are supported in imports:

  • Dimensions
  • Smart Lists
  • Exchange Rates

Tax Reporting performs validations in the system to ensure that calculations are valid. For example, the Current Provision and Deferred Provision should equal the total Effective Tax Rate (ETR).

To import metadata, perform these tasks:

Watch this video overview to learn more about working with metadata in Tax Reporting Cloud: Video iconOverview: Working With Metadata in Tax Reporting.