Once logged into the CRS/FATCA One™ System, the first step is to create batch. Click on the “Choose/Upload Data” screen to view and manipulate your batches.
If existing batches have already been created, you will see them listed and they can be selected by clicking on the batch. The selected batch appears blue.
Use the “New” button at the bottom of the “Choose Batch” screen to create a new batch.
A new batch MUST be created for each fiscal year, applying the Rule Base created for that year.
Choose a Name in the description for example “KY CRS 2022 Test” (indicate whether it is test or final production) and apply the correct Rule Base and then save the batch.
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