Completing and Submitting a Change of Reporting Obligations form

Draft Filings

Navigate to the Draft Filings screen using the menu at the top of the screen to view filings and forms that you have created but not yet submitted.

Select the name of the form you created from the Filing name column of the Draft Filings table to open that filing. You will be presented with the Draft Filing screen for the Change of Reporting Obligations form.

Edit Reporting Obligations

Select the Edit link beside the Change of Reporting Obligations form to display the form below. Note that the form will be pre-populated with the current Reporting Type and Fiscal Year End stored for your entity.

Update your Reporting Type by selecting either “CbC”, “CRS” or “CRS & CbC” from the drop down list, as shown below.

Update/add your Fiscal Year End (if applicable). This must be populated if either “CbC” or “CRS & CbC” is selected as the Reporting Type.

Validate & Save

Select “Validate & Save”. You will be brought back to the Draft Filing screen for this Change of Reporting Obligations filing.

Navigate to Submission > Validate and Submit Filing using the menus at the top of the screen.

Submit Filing

You will be presented with the Validate & Submit Filing Select the Submit link in the Action column for the Change of Reporting Obligations form you would like to submit.

If there are no validation issues with your filing, you will be presented with the Submit Filing Select Submit to confirm submission.