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CRS/FATCA One
Frequently Asked Questions about CRS/FATCA One
Choose/Upload Process
- 1.1 How do I create a batch?
- 1.2 Can I delete a batch?
- 1.3 What is a Rulebase?
- 1.4 Can I change a Rulebase?
- 1.5 How can I upload data?
- 1.6 What formats can be used for Uploading Data?
- 1.7 What is the difference between all the File Types?
- 1.8 I have problems with my upload. What do I do?
- 1.9 I have problems with my Excel Sheet(s). What do I do?
- 1.10 How do I do a manual entry?
- 1.11 What is the Download button for?
Remediation Process
- 2.1 What is Remediation?
- 2.2 What do all the colored flags mean?
- 2.3 How do I remediate a red flag?
- 2.4 How do I remediate a yellow flag?
- 2.5 How to remediate multiple flags in a record?
- 2.6 How can I search for a specific record?
- 2.7 How can data be sorted?
- 2.8 How can I edit a record?
- 2.9 How can I edit the Account Balance?
- 2.10 What does the Hierarchy icon indicate?
- 2.11 What is the Details PDF report for?
Reporting Process
Submission Results
Reports
- 5.1 Can I generate reports in CRS/FATCA One?
- 5.2 What kind of reports can be generated?
- 5.3 Are all activities in the Remediation being saved?
- 5.4 Can I export all flags in the Remediation?
- 5.5 Can I generate a Report with all the Reported Accounts?
- 5.6 How can I manage all the uploaded supporting documents in Remediation?
- 5.7 Can I upload any other relevant information in the batch?