Creating/Generating E-File

Use this section to create (generate) E-File.

When a report is in the Approved status, you can generate an E-File.

To create an E-File, follow these steps:

1. On the Ready for E-Filing page, select the report or reports.
2. Click Create E-File. The Create E-File confirmation message is displayed.
3. Click Download to save the newly generated E-File in your system. This E-File is used to upload on the FinCEN portal.
4. You can also generate an E-File in the CTR Details page. For more information, see Take Action.