CRS Reporting
CRS reporting requires collecting, validating, and formatting account holder data across jurisdictions annually. Manual preparation is error-prone, and rejected submissions due to schema validation failures create compliance risk and delays.
Request a DemoCompliance and tax reporting teams at investment firms with reportable accounts across jurisdictions.
Investment firms with clients across jurisdictions must report account holder data annually under the Common Reporting Standard. Finkit automates the process — extract data directly from MT4, MT5, and CRM systems, or upload account holder data manually via XLS templates. The platform generates schema-validated CRS XML files ready for submission to tax authorities under OECD regulations.
Key Capabilities
- Platform Data Extraction available
Extract account holder data directly from trading platforms or CRM systems — no manual copying between systems. - Manual XLS Upload
For data not available in trading platforms, upload account holder information via downloadable XLS templates for XML generation. - Schema-Validated XML Generation
Generate ready-to-submit XML files for each relevant tax jurisdiction, validated against the latest OECD CRS schemas to prevent rejected submissions. - Multi-Jurisdiction Support
Generate CRS reports for multiple tax jurisdictions from one platform, each complying with jurisdiction-specific requirements. - Leverage Existing Data
Seamlessly utilize past submission data for efficient year-over-year reporting. Avoid re-entering data that has not changed. - Submission-Ready Output
Pre-built, validated XML templates aligned with OECD CRS schemas reduce the risk of rejected submissions and non-compliance with tax authority deadlines.
See CRS Reporting in Action
See how Finkit automates CRS reporting for firms with cross-border clients.
Request a Demo