1
Load your reportable accounts
Fill the Tinfile workbook (one row per account holder, controlling persons on their own sheet), then drop it here. Tinfile checks every row and builds the CRS and FATCA files.
New to Tinfile?
Start from the template, or open the sample to see the checks and files first.
The workbook is read in this browser tab. Names, TINs and balances are never uploaded; closing the tab discards them.
Results
Files
Checks
CRS accounts by jurisdiction
Reportable jurisdictions in the CRS file, with account count and year-end balance per currency.