Under the “Dashboard” tab, one or multiple XMLs will be created, depending on the Rule Base. You can either click on File to get the individual XML or click on the Package to download the XML(s) in a zip file for CRS.
Save these XML(s) on your desktop and upload them to your local AEOI Tax Portal. See pictures below:
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**Tax Authority Portal users: CRS data will be submitted directly to your local Tax Authority. Upon approval the data will be exchanged with any CRS jurisdiction.
You must monitor the results under the Dashboard Reporting section!
Once the Approval and Send buttons are green, the Status and Message results will be received. Once they are green you can click on the green buttons and/or download the PDF for the results. The FI is responsible for monitoring the responses and acting upon when needed.