Creating a Change of Reporting Obligations filing

In order to notify the relevant tax authority of updated reporting obligations, you must first create a Change of Reporting Obligations filing.

Navigate to the Create Filing screen using the menus at the top of the screen. Select Manage Filings > Create Filings, as shown in the image below.

Create Filing

You will be presented with the Create Filing page, as shown in the image below.

• Enter a Filing name that is meaningful to you. It is best practice to include “Change of Reporting Obligations” so that filings can be easily differentiated from CRS and CbC filings.

• Select “Change of Reporting Obligations” as the Filing type.

• Enter the Period end date for the filing. For the Change of Reporting Obligations form, this should be the current date.

• Select the Create button to complete the creation of your form and make it available to submit a change of reporting obligations.