Submitting a CRS Filing Summary

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

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