You can import metadata from a file in a comma-delimited, tab-delimited, or other format. These artifacts are supported in imports:
- 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:
- Create an import file for each artifact that you want to import. See Creating the Metadata Import File.
- Load the import file or files. (You can import multiple dimension files at the same time). See Loading the Metadata Import File.
Watch this video overview to learn more about working with metadata in Tax Reporting Cloud: Overview: Working With Metadata in Tax Reporting.