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  1. AEOI Support
  2. AEOI Portal User Guide

AEOI Portal User Guide

First Time Enrolment

  • Article 3 Notification (CbC) Only
  • Completing an Enrolment

First Time Login and Creation of Secondary Users in Portal

  • First Time Login and Creation of Secondary Users in Portal

Creation & Submission of Manual Filings

  • Selecting and Completing a Manual CRS Filing
  • Submission of Manual Filings

Creation and Submission of XML Filings

  • Submitting a CRS XML based filing

Submitting a Nil CRS Filing

  • Submitting a Nil CRS Filing

Submitting a CRS Filing Summary

  • Submitting a CRS Filing Summary

Change of Primary User

  • Change of Primary User in Portal

Change FI Information

  • Change of Financial Institution Information

Changing Reporting Obligations

  • Creating a Change of Reporting Obligations filing
  • Completing and Submitting a Change of Reporting Obligations form

Amending Data in Existing Filing

  • Amending a Submitted Filing (Corrected Data)

Viewing Submission History

  • Viewing Submission History

Validation Rules

  • Validation Error - Incorrect Due Date on XML Upload
  • Validation Rules Tax Residence Error

Document Library for Portal Users

  • Exploring the Documents Library

Country by Country Reporting

  • Country by Country Reporting (CbC)

API Service

  • Vizor API for AEOI
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