Obtaining import template files
Tax Provision includes functionality that allows you to generate import template files to facilitate the import process. When you are finished preparing the import files, you can import them using Tax Provision.
For information on preparing import files, see:
- “Preparing an import file for system settings”
- “Preparing import files for hierarchy structures”
- “Preparing import files for parameters”
- “Preparing import files for data”
- “Preparing import files for users and user groups”
To generate import template files:
- In the Tax Provision navigation pane, click Administration.
- Expand Import and Export.
- Click Templates. The Templates tool opens.
- Select the template files that you want to generate. The following table lists the default template files.
Default template files Description System_Settings.csv
Use this file to load system configuration settings. For more information, see “Preparing an import file for system settings”.
Currency_Structure.csv
Use this file to load currencies. For more information, see “Preparing import files for currency structures”.
Entity_RemoveSymbol_Structure.csv
Use this file to remove an entity symbol from its parent. For more information, see “Removing entity symbols from a parent using an import file”.
Entity_Primary_Structure.csv
Use this file to load primary tax entities. For more information, see “Preparing import files for primary entity structures”.
Entity_Alternate_Structure.csv
Use this file to load alternate tax entities. For more information, see “Preparing import files for alternate entity structures”.
Entity_Jurisdiction_Structure.csv
Use this file to load jurisdictions. For more information, see “Preparing import files for jurisdiction structures”.
Partnership_Structure.csv
Use this file to load tax partnership entities. For more information, see “Preparing import files for partnership structures”
Entity_Automation_Group_Structure
Use this file to load tax automation groups. For more information, see “Preparing import files for automation groups”
ChartOfAccounts_Structure.csv
Use this file to load accounts for a chart of accounts. For more information, see “Preparing import files for chart of accounts structures”.
NIBT_Structure.csv
Use this file to load accounts for net income before tax. For more information, see “Preparing import files for net income before tax account structures”.
BookTaxDifferences_Structure.csv
Use this file to load accounts for book-tax differences. For more information, see “Preparing import files for book-tax difference account structures”.
TaxBasisBS_Structure.csv
Use this file to load tax basis balance sheet accounts. For more information, see “Preparing import files for tax basis balance sheet account structures”.
FXSetup_Parameters.csv
Use this import file to import settings for foreign exchange. For more information, see “Preparing import files for foreign exchange settings”
Entity_Parameters.csv
Use this import file to import settings for entities. For more information, see “Preparing import files for entity settings”
LegalEntityGroupings_Parameters.csv
Use this import file to import settings for legal entity groupings. For more information, see “Preparing import files for legal entity grouping settings”
PartnershipEntity_Parameters.csv
Use this import file to import settings for partnership entities. For more information, see “Preparing import files for partnership entity settings”
PartnershipOwner_Parameters.csv
Use this import file to import partnership owner settings for partnership entities. For more information, see “Preparing import files for partnership owner settings”.
Branch_Parameters.csv
Use this import file to import settings for branch entities. For more information, see “Preparing import files for branch settings”
NIBT_Parameters.csv
Use this import file to import settings for net income before tax accounts. For more information, see “Preparing import files for net income before tax settings”
BookTaxDifferences_Parameters.csv
Use this import file to import settings for book-tax difference accounts. For more information, see “Preparing import files for book-tax difference settings”.
CurrentAndDeferredTax_Parameters.csv
Use this import file to import settings for deferred tax accounts. For more information, see “Preparing import files for current and deferred tax settings”.
InterimAccount_Parameters.csv
Use this import file to import settings for interim accounts. For more information, see “Preparing import files for interim account settings”
TARFTargetElement_Parameters.csv
Use this file to import target element settings for tax account rollforward. For more information, see “Preparing import files for TARF target element settings”.
TARF_Parameters.csv
Use this import file to import settings for tax account rollforward. For more information, see “Preparing import files for TARF settings”.
ChartOfAccounts_Data.csv
Use this file to load data for your chart of accounts. For more information, see “Preparing import files for chart of accounts data”.
ConsolidatedTaxRates_Data.csv
Use this file to load consolidated tax rates. For more information, see “Preparing import files for consolidated tax rates”.
FXRates_Data.csv
Use this file to load foreign exchange rates. For more information, see “Preparing import files for foreign exchange rates”.
FXReturnRates_Data.csv
Use this file to load foreign exchange rates to the return period. For more information, see “Preparing import files for foreign exchange return rates”.
GrossDeferredTaxBegBal_Data.csv
Use this file to load data for national gross deferred tax beginning balances. For more information, see “Preparing import files for gross deferred tax beginning balances”.
NationalOverrideTaxRates_Data.csv
Use this file to load national override tax rates. For more information, see “Preparing import files for national override tax rates”.
NationalReturnTaxRates_Data.csv
Use this file to load data for national tax rates to the return period. For more information, see “Preparing import files for national return tax rates”.
NationalSchedulingTaxRates_Data.csv
Use this file to load data for national scheduling tax rates. For more information, see “Preparing import files for national scheduling tax rates”.
NationalTaxRates_Data.csv
Use this file to load data for national tax rates. For more information, see “Preparing import files for national tax rates”.
NetDeferredTaxNationalBegBal_Data.csv
Use this file to load data for national net deferred tax beginning balances. For more information, see “Preparing import files for net deferred tax beginning balances”.
NetDeferredTaxRegionalBegBal_Data.csv
Use this file to load data for regional gross deferred tax beginning balances. For more information, see “Preparing import files for net deferred tax beginning balances”.
RegionalOverrideTaxRates_Data.csv
Use this file to load regional override tax rates. For more information, see “Preparing import files for regional override tax rates”.
RegionalReturnTaxRates_Data.csv
Use this file to load data for regional tax rates to the return period. For more information, see “Preparing import files for regional return tax rates”.
RegionalSchedulingTaxRates_Data.csv
Use this file to load data for regional scheduling tax rates. For more information, see “Preparing import files for regional scheduling tax rates”.
RegionalTaxRates_Data.csv
Use this file to load data for regional tax rates. For more information, see “Preparing import files for regional tax rates”.
Users.csv
Use this import file to add new users to the system and modify existing users. For more information, see “Preparing import files for adding and modifying users”.
UserGroups.csv
Use this import file to add new user groups to the system and modify existing user groups. For more information, see “Preparing import files for adding and modifying user groups”.
UserGroup_Assignment.csv
Use this import file to assign users to user groups. For more information, see “Preparing import files for user group assignment”.
User_SymbolAccess.csv
Use this import file to configure symbol access for users. For more information, see “Preparing import files for user symbol access”.
User_Authorization.csv
Use this import file to configure authorizations for users. For more information, see “Preparing import files for user authorization”.
User_Attributes.csv
Use this import file to configure attributes for users. For more information, see “Preparing import files for user attributes”.
UserGroup_SymbolAccess.csv
Use this import file to configure symbol access for user groups. For more information, see “Preparing import files for user group symbol access”.
UserGroup_Authorization.csv
Use this import file to configure authorizations for user groups. For more information, see “Preparing import files for user group authorization”.
User_Delete.csv
Use this import file to remove users from your system. For more information, see “Preparing import files for deleting users”.
UserGroup_Delete.csv
Use this import file to remove user groups from your system. For more information, see “Preparing import files for deleting user groups”.
- Click Create Templates. The Browse for Folder dialog opens.
- Navigate to, and select, the folder location for the templates.
Note: To create a new folder, click Make New Folder, and then type a name for the folder.
- Click OK. The template file is created in the specified folder. The status for each template appears in the Status column.
- When you are finished, click Reset to clear all selections and reset the page.