Applies to:AEOI
| Warning: Please be aware that there might be small differences between your project implementation and the screenshots and information in this article, however, the overall functionality remains the same. |
Overview:
This article describes how to submit a CRS Filing Summary.
If your jurisdiction does not allow domestic reporting please complete a CRS Filing Summary as outlined below.
Please note, before you submit a CRS Filing Summary, ensure that you do not have any CRS filings in Draft Filings as your Filing Summary will not be accepted.
Start by Creating a new Filing: Menu - Manage Filings - Create Filings
Select CRS Filing Summary as Filing Type, Enter a Filing Name and Period End Date and click on Create.
Go to your Draft Filings and select your Filing. Click Edit on the right hand side.
After you click edit you will see the number of reportable accounts submitted for each reportable jurisdiction. Click Validate and Save at the end of the list.
Submit Filing as normal by going to Menu - Submission - Submit Filing and Submit the respective filing.
Last review date: 28th February 2023
Author: Alan Joyce
Warning: When working with Vizor Builder or any aspect of Vizor Software configuration including individual configuration files, please note that significant problems can occur when performing modifications or additions to existing configuration incorrectly. it is highly recommended that a backup of any project or related file is readily available when making any configuration adjustments. In addition, any modifications made to configuration or project files should be carefully tested before being deployed to any live environment. In addition, changes to projects or configuration files should be made by trained and certified personnel in the use of Vizor Software. If further advice is needed on making any configuration changes involving Vizor Software, a customer support representative should be consulted.