Difference between revisions of "E-file User"

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<div style="text-align: right; direction: ltr; margin-left: 1em;">[[Welcome_to_e-file_and_Fundsquare_FAQ|Home page ]][[File:Home.png|Return homepage|link=Welcome_to_e-file_and_Fundsquare_FAQ]]</div>
__NOTOC__
= e-file FAQ - User profile's section =
<small>''Page's last update : {{REVISIONDAY2}} {{CURRENTMONTHABBREV}} {{REVISIONYEAR}}''</small>


= First Connection=


The instructions below will explain you how to access the e-file
== Initial Setup ==
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px; overflow:visible; >
<div style="font-weight:bold;line-height:2.5;">How can I get credentials ?</div>
<div class="mw-collapsible-content">
: 1. Ask your local e-file administrator to create an account for you


<u>'''Step 1</u>:'''
: 2. As soon as it is done, you will receive an e-mail from infoechg@bourse.lu, click the link to create your password


As soon as your E-file administrator has created an account for you you will receive a mail from infoechg@bourse.lu:
::[[File:Mail from infoechg@bourse.lu.png|700px]]


[[File:Mail from infoechg@bourse.lu.png|700px]]
::[[File:Account recovery.PNG|700px]]


You need to go to the link in order to create your password
</div>
</div>


[[File:Account recovery.PNG|700px]]
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px;  overflow:visible;">
<div style="font-weight:bold;line-height:2.5;">I forget my password</div>
<div class="mw-collapsible-content">
:Use the 'Forgotten password' button on the home page
</div></div>


<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px;  overflow:visible;">
<div style="font-weight:bold;line-height:2.5;">My data is not up to date</div>
<div class="mw-collapsible-content">
:Follow the [[Onboarding|Onboarding page]]
</div></div>


== Submitting a report ==
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px;  overflow:visible;">
<div style="font-weight:bold;line-height:2.5;">I want to send a 'ready to send' report </div>
<div class="mw-collapsible-content">
:You can send it through the [[Transmission_Module|Transmission module]].
</div></div>


<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px;  overflow:visible;">
<div style="font-weight:bold;line-height:2.5;">I want to 'reply' to a regulator's questionnaire</div>
<div class="mw-collapsible-content">
:You can send it through the [[Transmission_Monitoring#Reply|Transmission monitoring]].
</div></div>


= e-file password policy =
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px;  overflow:visible;">
<div style="font-weight:bold;line-height:2.5;">I want to create a report</div>
<div class="mw-collapsible-content">
:Some reports can be filled and sent via an e-file form, see the [[ReportGeneration|Report Generation module]].
</div></div>


[[File:Password.png|300 px]]
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px;  overflow:visible;">
<div style="font-weight:bold;line-height:2.5;">I have lots of reports to send</div>
<div class="mw-collapsible-content">
:We offer an automated solution called the [[Sending_Service_home|Sending Service]].</br>Talk to your local e-file administrator or IT team.
</div></div>


(Figure 42)
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px;  overflow:visible;">
<div style="font-weight:bold;line-height:2.5;">I want to send a Cross-border notification (notification letter)</div>
<div class="mw-collapsible-content">
:We offer an wizard to complete the full package (including the notification letter) required for a Cross-border notification, see the [[UCITS_Cross-Border_Notifications|Cross-border Nootification module ]].
</div></div>


The password you will have to provide must follow the rules below:
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px;  overflow:visible;">
<div style="font-weight:bold;line-height:2.5;">I want to get my visa-stamped prospectus</div>
<div class="mw-collapsible-content">
:We offer an wizard to complete the questionnaire and attached the prospectus following the new e-Identification process, see the [[E-IdentificationProspectus|e-Identification prospectus ]].
</div></div>


* At least one upper and one lower case letter
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px;  overflow:visible;">
* At least one number
<div style="font-weight:bold;line-height:2.5;">I want to use modules not for a filing</div>
* At least one special character from this list: ! # $ % & ( ) * + , . /: ; < = > ? ^ _ @ { | } [ ] ~
<div class="mw-collapsible-content">
* At least 8 characters and at most 20
:You can retrieve the list of other modules on this pages [[E-file_Modules|e-File modules ]].
</div></div>


== Being informed / Monitoring ==
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px;  overflow:visible;">
<div style="font-weight:bold;line-height:2.5;">I want to know my sends' status</div>
<div class="mw-collapsible-content">
:The [[Transmission_Monitoring|Transmission Monitoring]] module is designed for.
</div></div>


<u> Please note that </u>:
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px;  overflow:visible;">
<span id=I_want_to_receive_notifications_by_mail></span>
<div style="font-weight:bold;line-height:2.5;">I want to receive notifications by e-mail</div>
<div class="mw-collapsible-content">
:You can find a video tutorial <b> <u> [[Media:E-file alerts.mp4| here]] </u> which summarise the below process</b>


The validity of your password is not limited in time.


Our system blocks the user after 3 incorrect attempts and it is the e-file administrator who has to unblock the account.
:<u>'''Step 1'''</u>  : Connect to e-file with your user credentials : '''https://www.e-file.lu/e-file/'''


Passwords are encrypted in our database and we do not keep them. You may re-use them.




:<u>'''Step 2'''</u>  : Select Update my profile


:[[File:Select Update my profile.png |200 px]]


= Alert notifications =


Please be informed that you can receive alert notifications by email triggered by specific events.


:<u>'''Step 3'''</u>  : Select Customize your notifications.


<u>Example</u> : Court orders sent by the Luxembourgish judicial police [http://www.cssf.lu/fileadmin/files/Lois_reglements/Circulaires/Hors_blanchiment_terrorisme/cssf13_566eng.pdf (=> CSSF - Circular 13/566)]
:[[File:Customize your notifications.png |200 px]]


If you want to be notified by email each time the Luxembourgish judicial police sends you court orders, you have to follow the  steps below.




<u>'''Step 1'''</u>  : Connect to e-file with your user credentials : '''https://www.e-file.lu/e-file/'''
:<u>'''Step 4'''</u>  : Select the relevant group.


:[[File:Select group555.png |400 px]]




<u>'''Step 2'''</u>  : Select Update my profile


[[File:Select Update my profile.png |200 px]]
:<u>'''Step 5'''</u>  : Select the Alert type.


:[[File:Notification.png |500 px]]


:The changes are automatically saved upon click. No further validation is required.


<u>'''Step 3'''</u>  : Select Customize your notifications.


[[File:Customize your notifications.png |200 px]]


:<u>'''Optional Step 6'''</u>  : Receive only your alerts and not the whole group's ones.


:Ticking also the group box, the sends from other users of the same reports' group will be ignored.


<u>'''Step 4'''</u>  : Select group.
:[[File:Alerte Notification.png |500 px]]


[[File:Select group555.png |400 px]]
:[[Category: FAQ e-file]]




</div></div>


<u>'''Step 5'''</u>  : Select the Alert type.
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px;  overflow:visible;">
 
<div style="font-weight:bold;line-height:2.5;">I want to extract some dashboards</div>
[[File:Notification.png |500 px]]
<div class="mw-collapsible-content">
 
:In the relevant modules, you will find a "reports" button at the top right menu. Please click it and select the appropriate dashboards then use the download button.
The changes are automatically saved upon click. No further validation is required.
</div></div>
 
 
 
 
<u>'''Optional Step 6'''</u> : Receive only your alerts and not the group's ones.
 
Ticking also the group box, the sends from other users of the same reports group will be ignored.
 
[[File:Alerte Notification.png |500 px]]
 
[[Category: FAQ e-file]]
 
= Transmisson Module=
 
 
 
==  Configuration of keystore ==
 
 
The activated keystore, containing your LUXTRUST certificate and your encryption keys must now be provided to the workstations of each e-file user.
 
<u>'''Step 1</u>:'''
 
Open the Transmission module
 
[[File:Icon1.png | 300px]]
 
 
<u>'''Step 2</u>:'''
 
1- Click the settings button
 
2- Click the Browse button and select your keystore
 
3- Tick the 'Save keystore settings' to keep your change
 
[[File:ImportKeystore.png | 500px]]
 
It's done

Latest revision as of 08:43, 1 October 2025

e-file FAQ - User profile's section

Page's last update : 01 Oct 2025


Initial Setup

How can I get credentials ?
1. Ask your local e-file administrator to create an account for you
2. As soon as it is done, you will receive an e-mail from infoechg@bourse.lu, click the link to create your password
Mail from infoechg@bourse.lu.png
Account recovery.PNG
I forget my password
Use the 'Forgotten password' button on the home page
My data is not up to date
Follow the Onboarding page

Submitting a report

I want to send a 'ready to send' report
You can send it through the Transmission module.
I want to 'reply' to a regulator's questionnaire
You can send it through the Transmission monitoring.
I want to create a report
Some reports can be filled and sent via an e-file form, see the Report Generation module.
I have lots of reports to send
We offer an automated solution called the Sending Service.
Talk to your local e-file administrator or IT team.
I want to send a Cross-border notification (notification letter)
We offer an wizard to complete the full package (including the notification letter) required for a Cross-border notification, see the Cross-border Nootification module .
I want to get my visa-stamped prospectus
We offer an wizard to complete the questionnaire and attached the prospectus following the new e-Identification process, see the e-Identification prospectus .
I want to use modules not for a filing
You can retrieve the list of other modules on this pages e-File modules .

Being informed / Monitoring

I want to know my sends' status
The Transmission Monitoring module is designed for.

I want to receive notifications by e-mail
You can find a video tutorial here which summarise the below process


Step 1  : Connect to e-file with your user credentials : https://www.e-file.lu/e-file/


Step 2  : Select Update my profile
Select Update my profile.png


Step 3  : Select Customize your notifications.
Customize your notifications.png


Step 4  : Select the relevant group.
Select group555.png


Step 5  : Select the Alert type.
Notification.png
The changes are automatically saved upon click. No further validation is required.


Optional Step 6  : Receive only your alerts and not the whole group's ones.
Ticking also the group box, the sends from other users of the same reports' group will be ignored.
Alerte Notification.png


I want to extract some dashboards
In the relevant modules, you will find a "reports" button at the top right menu. Please click it and select the appropriate dashboards then use the download button.
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