FATCA and CRS Reporting
Simplified with AEOI Hub

Utilise the power of Microsoft Excel to simplify your FATCA and CRS reporting.

  • Import and validate data
  • Produce XML files ready for submission
  • Management reports in PDF and Excel format
  • 100% Excel based with no additional software to install

features

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Import data

Import data from multiple sources, including spreadsheets and XML files.

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Validation checks

Missing or invalid data is highlighted. Error reports in PDF and Excel formats.

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Reports

Produce XML files ready to submit to the tax authorities. Generate management reports as PDF and Excel files.

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Audit trails

Full audit trails showing user, date and time for each key process.

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Fully supported

Regular updates to templates, email and telephone support included as standard.

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Easy to use

Intuitive spreadsheet based solution supported by online training videos and help pages.

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Simplify reporting

Reporting in Three Simple Steps

Free, easy to use templates. Regularly updated for regulatory changes.


import validate report

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Reporting Templates

Utilising the Power of Microsoft Excel

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.



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