Systematically capture and store FATCA and CRS declarations
Our online application form and our Investor Centre systematically capture investor tax declarations.
Produce compliant files with the click of a button
Select your reporting period and generate FATCA and CRS reports as required by the ATO. For each report we produce a csv file and a XML formatted version.
The CSV and XML files
The CSV file is generated for your convenience to easily review your data.
The XML file produced is created for direct upload into the ATO Business portal.