Convert FATCA and CRS reporting data into XML for submission.
XML reporting software for teams that need to prepare, validate and generate compliant FATCA and CRS XML reports.
XML is complex. Your reporting doesn’t have to be.
Generate compliant XML reports
Create FATCA and CRS XML reports aligned to the required schema, helping your team produce compliant reporting files without working directly inside complex XML structures.
Populate reports from your data
Import FATCA and CRS reporting data from Microsoft Excel or relational databases to reduce manual input, improve consistency and speed up recurring reporting.
Work from clear reporting templates
XML Authority turns FATCA and CRS schemas into structured, user-friendly templates that your team can rreuse each period.
Validate before you file
Check reports against the relevant XML schema to identify missing fields, formatting issues and structural errors before creating the final XML file.
See how XML Authority helps your team prepare, validate and generate compliant FATCA and CRS XML reports.
How XML Authority converts your FATCA and CRS data into XML
Create reusable FATCA and CRS reporting templates, populate them from Excel or database sources, validate the data, and generate compliant XML reports.
Create Your FATCA and CRS reporting templates
XML Authority’s setup wizard turns FATCA, CRS and AEOI schemas into structured reporting templates tailored to your organisation’s requirements.
Fields that are not relevant can be removed, and complex schema structures can be simplified where appropriate.
Populate FATCA and CRS data from Excel
Create Excel versions of your FATCA and CRS reporting templates and use them to populate the required data.
Your workbook can include formulae, links and existing data processes, helping automate preparation while keeping your team in control.
Validate FATCA and CRS data before filing
XML Authority validates your FATCA and CRS data against the relevant schema before the XML file is generated.
Mandatory fields, data types and required formats are checked so issues can be identified and corrected before filing.
Generate compliant FATCA and CRS XML
Once your data has been validated, XML Authority generates the FATCA or CRS XML report in the required structure.
Your reporting templates can be reused for future reporting periods and updated as official schemas change, so your team can avoid starting from scratch each year.
Report Authority has been designed from the outset to allow accountants to take ownership of XBRL document generation in-house by shielding them from the complexity of XBRL syntax.
See XML Authority in 5 Minutes
Watch how XML Authority turns complex regulatory XML schemas into structured reporting templates, ready to populate, validate and export.
CRS and FATCA Reporting FAQ
Does XML Authority support both CRS and FATCA in one platform?
Yes. XML Authority supports CRS and FATCA in the same platform, with access to schema-library versions, country-specific entries where available, and the ability to import additional XSD schemas when needed.
Can XML Authority handle country-specific CRS and FATCA reporting requirements?
Yes. XML Authority can support country-specific CRS and FATCA formats, including jurisdictions that use the standard OECD or IRS schemas but require local automations for fields such as MessageRefId and DocRefId.
Which CRS and FATCA schema versions does XML Authority support?
XML Authority supports the latest schema versions and can also support historic versions on request. Users can import their own XSD schemas, allowing schema updates to be implemented quickly when required.
How does XML Authority help automate CRS and FATCA reporting?
XML Authority can generate Excel templates and SQL table structures directly from the selected schema. These outputs can then be populated using formulas, links, databases or client-side automation processes.
Does XML Authority validate CRS and FATCA XML files?
Yes. XML Authority validates XML structure, data types and mandatory fields against the selected XSD schema. Because XML Authority is built around the schema itself, it helps preserve the structural integrity of the generated XML file.
Does XML Authority support corrections, amendments and resubmissions?
Yes. XML Authority includes a correction mechanism that can import a previous XML file and map existing DocRefId values to the relevant correction fields. The report setup wizard also supports new and correction report templates.
Can XML Authority generate FATCA nil returns?
Yes. The report setup wizard includes a FATCA nil-return option, which creates a template specifically for nil return reporting.
Does XML Authority check TIN accuracy?
No. XML Authority validates field types, mandatory fields and XML structure, but it does not verify whether a TIN is correct against an external database.
Is XML Authority suitable for non-technical users and compliance teams?
Yes. XML Authority is designed for compliance teams, IT teams, reporting teams and non-technical users who need to prepare CRS and FATCA XML reports without working directly inside XML schemas.
How often is XML Authority updated when CRS or FATCA schemas change?
Authority Software monitors supported schemas for changes and typically updates XML Authority on a three-week sprint cycle, with patches released where required.
Financial Reporting & XBRL Tagging for reporting:
- ESMA ESEF
- ESG Reporting – CSRD / ESRS
- UK HMRC
- Irish Revenue
- Danish Business Authority
- South African CIPC
- and many others
XBRL Reporting Software
for reporting:
- EBA CRD IV (COREP & FINREP)
- EIOPA Solvency II
- Single Resolution Board
- Markets in Crypto-Assets Regulation
- DORA
- National Banking and Insurance
XBRL Reporting
XML Reporting Software
for reporting:
- CRS / FATCA
- Pillar 2
- Country-by-Country Reporting
- CESOP
- SAF-T
- AIFMD
- and any other XML reporting