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)