Utilise the power of Microsoft Excel to simplify your FATCA and CRS reporting.
features
Import data from multiple sources, including spreadsheets and XML files.
Missing or invalid data is highlighted. Error reports in PDF and Excel formats.
Produce XML files ready to submit to the tax authorities. Generate management reports as PDF and Excel files.
Full audit trails showing user, date and time for each key process.
Regular updates to templates, email and telephone support included as standard.
Intuitive spreadsheet based solution supported by online training videos and help pages.
Simplify reporting
Free, easy to use templates. Regularly updated for regulatory changes.
Reporting Templates
100% Excel based with no additional software to install. Everything you need to produce compliant FATCA and CRS submission files ready for submission to the tax authority.
