Amending a Submitted Filing (Corrected Data)

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:

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

Last review date: 28th February 2023

Author: Alan Joyce

Warning: When working with Vizor Builder or any aspect of Vizor Software configuration including individual configuration files, please note that significant problems can occur when performing modifications or additions to existing configuration incorrectly. it is highly recommended that a backup of any project or related file is readily available when making any configuration adjustments. In addition, any modifications made to configuration or project files should be carefully tested before being deployed to any live environment. In addition, changes to projects or configuration files should be made by trained and certified personnel in the use of Vizor Software. If further advice is needed on making any configuration changes involving Vizor Software, a customer support representative should be consulted.