Amending a Submitted Filing (Corrected Data)

In this section we are going to look at creating another filing where we need to amend data that was submitted in a previous filing.

Create Filing – Enter Filing Name and Period End Date

Choose a CRS Manual Entry, Users can also send corrected data via an XML filing. 

After you click Create

Select Relevant Filing in Draft Filings and then click Edit

Edit General Information

Choose Message Contains Corrections for Previously Sent Information. Validate & Save

Reporting FI Information.

Copy Relevant DocRefID from Original Filing. Paste in right hand side.

Edit Account Information

You must enter the corresponding DocRefID from the original account filing on the right hand side. Validate & Save after changes