Import

Overview

The Country-by-Country Reporting module includes a variety of options for the import of entity data, both from internal sources, and from external sources such as SAP or Excel files. 

The Import folder is divided into the following workspaces:

  • Income Taxes
  • Questionnaire Value Transfer
  • External

The Import folder can be found at Country-by-Country Reporting | Cockpit. The folder and its corresponding workspaces are displayed as follows, for example:

The import taxes workspace and the import folder are displayed.
'Income Taxes' workspace in 'Import' folder
Importing Income Tax Data

To import data from the Income Taxes module into the Country-by-Country Reporting sub-module:

  1. In the Income Taxes workspace, make sure the right target period and company are selected.
  2. Select the source period from which to import.
  3. Click Import and then Save.

Instead of selecting a single target CE, you can also activate the checkbox Run import for all CEs.

Transferring Questionnaire Values

To transfer values from Questionnaires to the Country-by-Country Reporting module:

  1. In the Questionnaire Value Transfer workspace, make sure the right target period and company are selected.
  2. Click Transfer values and then Save.

Instead of selecting a single target CE, you can also activate the checkbox to transfer values for all available units.

Importing External Data

To import data from an external source:

  1. In the External workspace, make sure the right target period and company are selected.
  2. Select the interface.
  3. Click Choose File and select an import file (csv, txt, xls, or xlsx).
  4. Click Import and then Save.

Instead of selecting a single target CE, you can also activate the checkbox to run import for all CEs.

Contact Us