Tap on Get Started at reportgenie.com, then click CREATE ACCOUNT. Follow the 3 simple steps to setup your account.
From the dashboard, click on TAKE ME THERE.
If it's not visible on the dashboard, click on Company Details, then toggle on the appropriate schemas.
Click DOWNLOAD SUBMISSION TEMPLATE to download the CRS/FATCA template.
This template is .xlsx format, feel free to rename it!
Enter the details of reporting FIs included in this submission.
This should be under Configuration.
Enter the details of each reportable account.
This should be under Data.
Once complete, save and then return to ReportGenie via login (reportgenie.com).
Click on UPLOAD COMPLETED SUBMISSION TEMPLATE and select your file.
We'll then check for errors, warnings, or other information.
Edit appropriate fields, resave, and click on UPLOAD COMPLETED SUBMISSION TEMPLATE.
Once validated you'll be able to produce your final submission file via SUBMISSION XML.
Congratulations, you are now ready to submit to your local tax portal.
Don't worry, if your local tax authority requests any changes head back to the dashboard and click on TAKE ME THERE.