Creating a Change of Reporting Obligations filing – AEOI Support

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.