1.6 What formats can be used for Uploading Data?

CRS/FATCA One allows a variety of sheets to be uploaded in three formats, either Excel, CSV or XML:

  • Multiple Spreadsheets
  • Single Spreadsheet
  • Trust/Fund Spreadsheet
  • Filer-Sponsor-Intermediary Sheets
  • XML

Choose the file type, file format and the type of data to be loaded and use the “Choose File” button to locate the file to be uploaded. Click “Upload” to then load the data.

16 Upload Format

** Tax Authority Portal users: Only Manual entry, Single Spreadsheet and XML upload are available.

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