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Tax Data Exchange - Online

avtor: Fusion Systems Ltd

FATCA/CRS reporting made simple through our SaaS solution

Tax Data Exchange

Our convenient online service eases processing and removes a burden from you. There’s no server based software to install and maintain. You simply enter your reporting data into our Excel Spreadsheet based data collector, verify it with our data checker App for completeness and conformity and then upload your data to our secure web portal which processes the data. Your data is processed in real time and the resulting XML file(s) are posted back into your web portal account ready for download. Our support team is on hand to help at all times and we’re registered with the Guernsey Data Protection Authority and GDPR compliant so you can rest assured that your data remains secure and confidential during processing.

Simplicity at its heart

  1. Enter data directly, populate our Data Collector spreadsheet or integrate with your databases and upload into TDE
  2. Data is validated and draft reports created, failed reports highlighted
  3. Review, amend and approve (with multi approvers where required)
  4. Generate XML file(s) and submit to the tax authority
  5. Record submission confirmation detail

Hiter pregled

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