The tabs
Welcome and Instructions: Instructions explains every field, required data points first, then optional ones.
Tabs 3a and 3b: your entities and their governance bodies.
From tab 4 onwards: one tab per type of obligation, such as VAT and GST, US and Canadian sales tax, Pillar Two, withholding tax and excise duties. Fill in only the tabs that apply to you.
Lookup sheet: the lists behind the drop-downs, such as countries, colors and entity types. Leave it as it is.
Filling in a tab
The red columns are mandatory, the other columns are optional.
The row above the column names says how to fill in each column: free text, or a choice from a drop-down list.
For a drop-down, select the cell and pick from its list. Don't type over these cells or paste into them.
Each entity takes one row. Replace the example rows with your own data.