CRS Onboarding - Revision history

Cso at 15:36, 29 August 2024

2024-08-29T15:36:34Z

← Older revision		Revision as of 15:36, 29 August 2024
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			<small>''Page's last update : 15 March 2021''</small>

			__TOC__

	<div style="text-align: right; direction: ltr; margin-left: 1em;"></div>		<div style="text-align: right; direction: ltr; margin-left: 1em;"></div>

User: /* Access the configuration file */

2021-03-15T13:15:36Z

Access the configuration file

← Older revision		Revision as of 13:15, 15 March 2021
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	[[File:~~2onb~~.~~png~~ \|border \|600 px]]		[[File:Fatca onboarding.jpg \|border \|600 px]]

	== File description ==		== File description ==

User: /* Access the configuration file */

2021-03-15T13:14:23Z

Access the configuration file

← Older revision		Revision as of 13:14, 15 March 2021
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	== Access the configuration file ==		== Access the configuration file ==

	Once you have contracted the CRS reporting service, Fundsquare will grant you the access to the web based reporting application '''e-file'''. Within the '''e-file''' application, you will have access to a specific file called '''FATCA-CRS onboarding''' which is available under the '''~~Dashboard~~''' module ~~under the '''Configuration''' list~~.		Once you have contracted the CRS reporting service, Fundsquare will grant you the access to the web based reporting application '''e-file'''. Within the '''e-file''' application, you will have access to a specific file called '''FATCA-CRS onboarding''' which is available under the '''Transmission Follow Up''' module.

	Connect to e-file: https://www.e-file.lu		Connect to e-file: https://www.e-file.lu

	Select ~~Dashboard~~/~~Configuration~~/ FATCA-CRS onboarding		Select Transmission Follow Up/Report/ FATCA-CRS onboarding

	[[File:~~1onb~~.~~png~~ \|border \|600 px]]		[[File:Efile launchpad.jpg \|border \|600 px]]

User: /* Access the configuration file */

2021-03-05T09:58:42Z

Access the configuration file

← Older revision		Revision as of 09:58, 5 March 2021
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	Once you have contracted the CRS reporting service, Fundsquare will grant you the access to the web based reporting application '''e-file'''. Within the '''e-file''' application, you will have access to a specific file called '''FATCA-CRS onboarding''' which is available under the '''Dashboard''' module under the '''Configuration''' list.		Once you have contracted the CRS reporting service, Fundsquare will grant you the access to the web based reporting application '''e-file'''. Within the '''e-file''' application, you will have access to a specific file called '''FATCA-CRS onboarding''' which is available under the '''Dashboard''' module under the '''Configuration''' list.

	Connect to e-file: https://www.e-file.lu~~/e-file/~~		Connect to e-file: https://www.e-file.lu

	Select Dashboard/Configuration/ FATCA-CRS onboarding		Select Dashboard/Configuration/ FATCA-CRS onboarding
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	[[File:2onb.png \|border \|600 px]]		[[File:2onb.png \|border \|600 px]]


	== File description ==		== File description ==

User: /* Useful Links */

2020-05-12T09:18:24Z

Useful Links

← Older revision		Revision as of 09:18, 12 May 2020
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	* <u>'''[http://www.impotsdirects.public.lu/content/dam/acd/fr/legislation/legi15/Memorial-A---N_-244-du-24-decembre-2015.pdf Luxembourg Law ruling the CRS in the Grand Duchy</u>''']		* <u>'''[http://www.impotsdirects.public.lu/content/dam/acd/fr/legislation/legi15/Memorial-A---N_-244-du-24-decembre-2015.pdf Luxembourg Law ruling the CRS in the Grand Duchy</u>''']
	* <u>'''[http://www.oecd.org/tax/automatic-exchange/common-reporting-standard/CRS-related-FAQs.pdf FAQ of the OECD related to CRS</u>''']		* <u>'''[http://www.oecd.org/tax/automatic-exchange/common-reporting-standard/CRS-related-FAQs.pdf FAQ of the OECD related to CRS</u>''']
	* <u>'''[~~http://~~http://www.oecd.org/tax/automatic-exchange/crs-implementation-and-assistance/tax-residency/ Rules governing tax residence (provided by OECD)</u>''']		* <u>'''[http://www.oecd.org/tax/automatic-exchange/crs-implementation-and-assistance/tax-residency/ Rules governing tax residence (provided by OECD)</u>''']
	* <u>'''[[CRS_Manual\|Wiki-CRS Manual]]'''		* <u>'''[[CRS_Manual\|Wiki-CRS Manual]]'''

	[[Category: FAQ e-file]]		[[Category: FAQ e-file]]

User: /* CRS - FAQ (Questions either answered by Fundsquare or ACD) */

2019-07-01T08:27:31Z

CRS - FAQ (Questions either answered by Fundsquare or ACD)

← Older revision		Revision as of 08:27, 1 July 2019
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	(5) '''Whats the maximum file size of each single CRS XML?'''		(5) '''Whats the maximum file size of each single CRS XML?'''
	of the		of the
	<u>Fundsquare</u>:: The ACD has already confirmed to us that the maximum file size they will accept is 60MB per CRS XML. Please note the encryption ~~double~~ the size of the file.		<u>Fundsquare</u>:: The ACD has already confirmed to us that the maximum file size they will accept is 60MB per CRS XML. Please note the encryption doubles the size of the file.
	We have therefore foreseen that the sending service will not transmit any file larger than 60MB (30MB before encryption). In addition, our webform is not meant to cope with so many lines as they will be hard to monitor. Our Websolution is addressed to organizations that are unable to produce the CRS-XML independantly, and those who would like to check their CRS-XML files with few lines also against the business rules of the ACD. High volume reports shall be either split in smaller lots and be uploaded one by one, or you can cross-check your CRS-XML file against the XSD with a so-called XML-checker. Several different solutions are available online. Please be aware that the additional business rules the ACD has defined are not necessarily part of the XSD and thus will not be checked with an XML-checker. Those business rules can only be tested with our webform.		We have therefore foreseen that the sending service will not transmit any file larger than 60MB (30MB before encryption). In addition, our webform is not meant to cope with so many lines as they will be hard to monitor. Our Websolution is addressed to organizations that are unable to produce the CRS-XML independantly, and those who would like to check their CRS-XML files with few lines also against the business rules of the ACD. High volume reports shall be either split in smaller lots and be uploaded one by one, or you can cross-check your CRS-XML file against the XSD with a so-called XML-checker. Several different solutions are available online. Please be aware that the additional business rules the ACD has defined are not necessarily part of the XSD and thus will not be checked with an XML-checker. Those business rules can only be tested with our webform.

User: /* CRS - FAQ (Questions either answered by Fundsquare or ACD) */

2019-07-01T08:26:39Z

CRS - FAQ (Questions either answered by Fundsquare or ACD)

← Older revision		Revision as of 08:26, 1 July 2019
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	(5) '''Whats the maximum file size of each single CRS XML?'''		(5) '''Whats the maximum file size of each single CRS XML?'''
			of the
	<u>Fundsquare</u>:: The ACD has already confirmed to us that the maximum file size they will accept is 60MB per CRS XML. We have therefore foreseen that the sending service will not transmit any file larger than 60MB. In addition, our webform is not meant to cope with so many lines as they will be hard to monitor. Our Websolution is addressed to organizations that are unable to produce the CRS-XML independantly, and those who would like to check their CRS-XML files with few lines also against the business rules of the ACD. High volume reports shall be either split in smaller lots and be uploaded one by one, or you can cross-check your CRS-XML file against the XSD with a so-called XML-checker. Several different solutions are available online. Please be aware that the additional business rules the ACD has defined are not necessarily part of the XSD and thus will not be checked with an XML-checker. Those business rules can only be tested with our webform.		<u>Fundsquare</u>:: The ACD has already confirmed to us that the maximum file size they will accept is 60MB per CRS XML. Please note the encryption double the size of the file.
			We have therefore foreseen that the sending service will not transmit any file larger than 60MB (30MB before encryption). In addition, our webform is not meant to cope with so many lines as they will be hard to monitor. Our Websolution is addressed to organizations that are unable to produce the CRS-XML independantly, and those who would like to check their CRS-XML files with few lines also against the business rules of the ACD. High volume reports shall be either split in smaller lots and be uploaded one by one, or you can cross-check your CRS-XML file against the XSD with a so-called XML-checker. Several different solutions are available online. Please be aware that the additional business rules the ACD has defined are not necessarily part of the XSD and thus will not be checked with an XML-checker. Those business rules can only be tested with our webform.


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	There is currently no training foreseen for this module.		There is currently no training foreseen for this module.




	= Useful Links =		= Useful Links =

User at 05:20, 2 May 2018

2018-05-02T05:20:39Z

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2018-05-02T05:19:25Z

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