65.9 FATCA & CRS Declaration Report

This topic describes the information about FATCA & CRS Declaration Report option.

The FATCA & CRS Declaration report contains details related to the information submitted by the users in the forms along with information pertaining to the date and time at which each form was submitted. The administrator can generate separate reports for the FATCA & CRS Self-Certification form for Individuals and the FATCA & CRS Self-Certification form for Entities.

The generation of both Adhoc and Scheduled FATCA & CRS Declaration reports are supported. These reports can be generated in CSV format.

Navigation Path: Perform the following navigation to access the Report Generation.

From System/ Bank Administrator Dashboard, click Toggle Menu, then click Menu and then click Reports. Under Reports , click Report Generation.

• FATCA & CRS Declaration - Adhoc Report
  This topic describes the systematic instruction to FATCA & CRS Declaration - Adhoc Report option.
• FATCA & CRS Declaration - Schedule Reports
  This topic describes the systematic instruction to FATCA & CRS Declaration - Schedule Reports option.