AEOI Portal User Guide

First Time Enrolment

First Time Login and Creation of Secondary Users in Portal

Creation & Submission of Manual Filings

Creation and Submission of XML Filings

Submitting a Nil CRS Filing

Submitting a CRS Filing Summary

Change of Primary User

Change FI Information

Changing Reporting Obligations

Amending Data in Existing Filing

Viewing Submission History

Validation Rules

Document Library for Portal Users

Country by Country Reporting

API Service