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=Introduction=
== Reporting services using www.e-file.lu ==


The Luxembourg Tax Authority ('''Administration des contributions directes''' ([http://www.impotsdirects.public.lu/fr/echanges_electroniques.html ACD])) published on 19 January 2017 an updated version of the circular [http://www.impotsdirects.public.lu/content/dam/acd/fr/legislation/legi17/echa3-sans-tc-2017-01-19.pdf ECHA3] defining the new format that takes into account the Internal Revenue Services (IRS) FATCA XSD 2.0. Luxembourg Financial Institutions will have to use this new schema, as it will be the only one accepted as from now. 


<inputbox>
type=create
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=Manual filing=


<span style="background:yellow"> '''Please be informed that we are working on a new e-file version that will be delivered throughout 2020.'''</span>
<imagemap>
File:Final_U11Form.png|center|900px|alt=clickable image : form description| titre


This modernized e-file version will introduce a <u>new design</u> and <u>improved ergonomics</u> for a better user experience.
rect 771 131 106 90 [[#See|warning: no auto saving]]
rect 7 138 92 427 [[#See|Vertical navigation bar pages open vertically. Buttons remain red if data are missing or wrong.]]
rect 189 226 432 274 [[#See|Calendar to pick the reference date.]]
poly 186 313 597 314 601 455 472 463 470 507 429 507 423 466 184 457 [[#See|Icons to select Report status.]]
rect 182 690 332 734 [[#See|Click on NEXT STEP or PREVIOUS STEP to switch to the next or previous page, or click on one of the sidebar navigation buttons.]]
rect 598 13 744 62 [[#See|Select an existing report button: This button allows you to upload an existing XML report from your network or hard-drive into the report generator.]]
rect 753 18 839 66 [[#See|Save locally button: Work in progress on a report has to be saved with this button. Work in progress means that the report is not completed, because important data are missing. The exported .xml file will be called ''DRAFT_filename.xml'' and cannot be uploaded for filing. It can be imported onto the tool for later use. If you save locally a final report, meaning that all relevant data are available inside the report, it will carry the correct naming convention for submission to the Regulator.]]
rect 925 65 844 17 [[#See|Transmit button: If the four buttons of the sidebar are green, the Transmission button will become available and the report can be transmitted to the regulator]]
rect 932 19 985 62 [[#See|EXCEL button: Press this button to export an uncompleted or finalized report in EXCEL format. This file serves for your internal purpose only, however it cannot be imported.]]
desc none
</imagemap>


This new version of e-file will be deployed module per module, supported by a dedicated communication plan to ensure a proper transition to the impacted users.


<u>Project timeline</u>:
{|border="1" cellspacing="2" cellpadding="10" style="text-align:left; width=80%;"


- e-file form '''FATCA''' as of '''Q1 2020'''
|-
 
|
Please find below our '''Before - After''' user guide where we will explain all important changes.
  ! scope="col" | Prerequisites
 
|-
 
! scope="row" | Proxy, antivirus
 
| The ports '''80''' (HTTP) and '''443''' (HTTPS) must be enabled<br>as well as those technical URLs : '''www.e-file.lu/WSEfileFlex''' and '''www.e-file.lu/WSEfile'''
 
|-
 
! scope="row" | Cookies
=Environment=
  |Cookies have to be '''enabled''' <br> [https://www.whatismybrowser.com/guides/how-to-enable-cookies/ How to enable Cookies]
 
|-
Select your environment.
  ! scope="row" | Web browsers
 
  | e-file is compliant with most current browsers, in their default setup :  [[File:Icon Chrome.png | 30px]] [[File:Edge Chromium.jpg | 45px]] [[File:logo_ff.jpg | 35px]] [[File:logo_safari.jpg | 40px]]<br>Please call us if you have a particular configuration.
Production environment : '''https://www.e-file.lu/e-file/'''
|}
 
Homologation environment (Test) : '''https://homologation.e-file.lu/e-file/'''
 
 
 
 
 
=E-file login=
 
Enter your e-file login credentials (user name and password) and click the Access button
 
[[File:2BeforeAfter Logins.png|600 px]]
 
'''IMPORTANT:''' If you do not have an e-file user account, you might contact your '''e-file administrator''' of your company.
 
[[E-file Administration|=>for more detailed information please click the link '''e-file Administration''']]
 
 
 
 
 
=E-file launchpad=
 
Once your are logged in, the e-file launchpad opens.
 
Click on the '''Report Generation''' icon.
 
[[File:Fatca ReportGen.jpg]]
 
 
 
 
 
 
=Select your report type=
 
Please be informed that the '''PICK A SUB-MODULE''' functionality did not change in the new e-file version.
 
Once you have clicked on the '''Report Generation''' icon, the window '''OPEN A SUB-MODULE''' pops-up. Click on '''PICK A SUB-MODULE'''.
 
A drop-down list opens from which you have to select your reporting type. In our example we will select the '''FATCA form''' report.
 
[[File:BeforeAfterFatcaPickSubModule.png|border|300 px]]
 
 
A small window pops up where you have to select the FATCA report type.
 
In our example we will select FATCA report.
 
[[File:SelectFATCAReportType.png|300 px]]
 
 
 
=Complete FATCA form=
 
The FATCA form opens.
 
 
<span style="color:Grey">'''BEFORE'''</span>
 
[[File:Info Dep.jpg|border|600px]]
 
 
 
<span style="color:DarkTurquoise">'''AFTER'''</span>
 
[[File:2 AfterFormFatca.png|600 px]]
 
<u>'''Main changes'''</u>: the horizontal '''tabbed navigation bar''' in the old e-file version has been replaced by a '''vertical navigation bar'''.
 
 
 
 
==Contact tab Before - After==
 
This is the Luxembourgish part of the FATCA report that had been added by ACD.
 
 
<span style="color:Grey">'''BEFORE'''</span>
 
[[File:Contact tab.jpg|400px]]
 
 
 
<span style="color:DarkTurquoise">'''AFTER'''</span>
 
[[File:2AfterFatcaContact.png|400px]]
 
In the new e-file version the '''Contact''' tab has been splitted into 3 sections:
 
1. '''Information on depositor'''
 
2. '''Reporting person'''
 
3. '''Information on declarer'''
 
These three sections can be accessed via the buttons in the vertical navigation bar or via the navigation buttons NEXT STEP [[File:AfterFATCANextStep.png|60 px]] and PAGE UP [[File:AfterFatcaGoToTopOfPage.png|30 px]] inside each page.
 
 
 
 
 
 
==AEOI reference==
 
<span style="color:Grey">'''BEFORE'''</span>
 
[[File:AEOI REF.jpg|400px]]
 
 
 
<span style="color:DarkTurquoise">'''AFTER'''</span>
 
[[File:2AfterFatcaAEOIRef.png|400px]]
 
*This field has to be completed by a Globally Unique Identifier (GUID) that can be choosen freely in accordance with certain rules described in [http://www.impotsdirects.public.lu/content/dam/acd/fr/legislation/legi17/echa3-sans-tc-2017-01-19.pdf ECHA - n° 3 of 19 January 2017, page 13].
 
*Specification examples: only capital characters (A-Z), number 0-9, must be unique, etc.
 
*The ACD  recommends not to use personal data such as the name or account number, but rather a sequential number.
 
Cf. [http://www.impotsdirects.public.lu/content/dam/acd/fr/legislation/legi17/echa3-sans-tc-2017-01-19.pdf ECHA - n° 3 of 19 January 2017, page 13].
 
 
 
 
 
==Information on depositor==
 
<span style="color:Grey">'''BEFORE'''</span>
 
[[File:Info Dep.jpg|border|400px]]
 
 
<span style="color:DarkTurquoise">'''AFTER'''</span>
 
[[File:DepositorNamePIN.png|border|400px]]
 
*'''Depositor name''' (pre-filled): The '''Depositor''' is an entity (legal or natural person) that is in charge of filing the FATCA reporting to the ACD (e.g. Service provider). Cf. [http://www.impotsdirects.public.lu/content/dam/acd/fr/legislation/legi17/echa3-sans-tc-2017-01-19.pdf ECHA - n° 3 of 19 January 2017, page 6].
 
*'''Personal Identification Number''' (pre-filled): The '''Depositor''' needs a '''Personal Identification Number''' (Luxembourgish '''Matricule''' Number also known as CCSS code) to be able to file the report.
 
 
  '''IMPORTANT''': all '''pre-filled''' data have to be communicated to Fundsquare in order to be integrated in Fundsquare's database and to be available in the FATCA form
 
Consult our [https://www.e-file.lu/wiki/index.php/FATCA_Onboarding FATCA Onboarding] for more detailed information.
 
 
 
 
 
==Reporting person==
 
The Reporting Person is the Reporting Financial Institution (RFI). This element is used by the ACD for tracking purposes (i.e. in case of Zero Reporting).
 
It is the same entity as in the "Reporting FI" tab.
 
<span style="color:Grey">'''BEFORE'''</span>
 
[[File:RepPERSON.jpg|border|600px]]
 
 
 
 
<span style="color:DarkTurquoise">'''AFTER'''</span>
 
[[File:ReportingPersonExtensionSubEntity.png|border|600px]]
 
*'''Name of the reporting financial institution''': Select the entity in the drop-down list for which the reporting is done.
*'''Reporting person''' (pre-filled once the RFI has been selected)
*'''Identification number''' (pre-filled with the Luxembourgish '''Matricule''' Number once the RFI has been selected)
*'''Entity Identification number extension''' (pre-filled with the value "M00000000"): "M00000000" is the default value if you have no extention code to communicate.
 
 
'''IMPORTANT''': If a sub-entity has to file a FATCA reporting and does not have a Luxembourgish '''Matricule''' Number, it must enter the parent Luxembourgish '''Matricule''' Number in the first field and an additional identifier in the second field. For example, sub-funds have to enter the Luxembourgish '''Matricule''' Number of the umbrella fund in the '''Identification Number''' field and enter the sub-fund number in the '''Entity Identification number extension''' field. Cf. details [http://www.impotsdirects.public.lu/content/dam/acd/fr/legislation/legi17/echa3-sans-tc-2017-01-19.pdf ECHA - n° 3 of 19 January 2017, page 9].
 
If the RFI has no Luxembourgish '''Matricule''' Number the instructions published on the ACD website have to be followed (Cf.: [http://www.impotsdirects.public.lu/fr/profil/organigramme/direction/division_echange_renseignements_retenue_interets.html Contact_Division échange de renseignements et retenue d’impôt sur les intérêts]).
 
 
'''IMPORTANT''': all '''pre-filled''' data have to be communicated to Fundsquare in order to be integrated in Fundsquare's database and to be available in the FATCA form
 
  Consult our [https://www.e-file.lu/wiki/index.php/FATCA_Onboarding FATCA Onboarding] for more detailed information.
 
 
 
 
 
====Information on declarer====
 
The declarer may be the Financial institution that is subject to the FATCA reporting obligation or an entity, e.g. a management company, managing the reporting from a business point of view.
 
The ACD needs contact details of a person who would be able to answer business questions regarding the report.
 
Cf. [http://www.impotsdirects.public.lu/content/dam/acd/fr/legislation/legi17/echa3-annexe1-description-des-champs-2017-01-19.pdf Annexe 1 ECHA - n° 3 of 19 January 2017, page 50]).
 
 
<span style="color:Grey">'''BEFORE'''</span>
 
[[File:Declarer.jpg|border|600px]]
 
 
 
<span style="color:DarkTurquoise">'''AFTER'''</span>
 
[[File:AfterFatcaInfoDeclarer.png|border|600px]]
 
 
 
 
 
===Zero Reporting===
 
The ACD requires one reporting each year from each Luxembourg Reporting Financial Institution registered with the IRS.
 
Luxembourg Reporting Financial Institutions that have no Reportable Accounts to report for a year, must inform the ACD by sending a Zero Reporting to the ACD.
 
Cf. [http://www.impotsdirects.public.lu/content/dam/acd/fr/legislation/legi17/echa3-sans-tc-2017-01-19.pdf ECHA - n° 3 of 19 January 2017, page 21].
 
 
 
 
 
 
== Export - import files - save work in progress ==
 
<span style="color:Grey">'''BEFORE'''</span>
 
[[File:Export.jpg|border|500px]]
 
1. Click this button to export the final report in XML format. The file will be saved on your hard drive and is available for sending to the Regulator. This button will only be available if the green tick [[File:GreenIcon.png]] appears in every section of the completed form.
 
2. This button allows you to upload an existing XML report from your network or hard drive into the report generator.
 
3. Work in progress on a report has to be saved with this button. The exported .xml file will be called DRAFT_filename.xml and cannot be uploaded for filing. It can be imported onto the tool for later use. Only final reports will carry the correct naming convention for submission to the Regulator.
 
4.If green ticks [[File:GreenIcon.png]] appear in every section of the completed form, the Transmission button will become available.
 
 
 
 
<span style="color:DarkTurquoise">'''AFTER'''</span>
 
[[File:AfterFatcaExportSaveTransmit.png|border|500px]]
 
'''<u>Report type</u>''' button
 
Press the '''REPORT TYPE''' button, if you want to change your FATCA Report Type. A small window pops up where you can select the report type you need:
 
:: - Contact update
 
:: - Zero report
 
:: - FATCA report
 
 
'''<u>Select an existing report</u>''' button
 
This button allows you to upload an existing '''XML''' report from your network or hard-drive into the report generator.
 
 
'''<u>Save locally</u>''' button
   
<u>Work in progress</u> on a report has to be saved with this button. '''Work in progress''' means that the report is not finalized, as important data are missing. The exported '''.xml''' file will be called '''DRAFT_filename.xml''' and cannot be uploaded for filing. It can be imported onto the tool for later use.
 
If you save locally a <u>final report</u>, meaning that all relevant data are available inside the report, it will carry the '''correct naming convention''' for submission to the Regulator.
 
 
'''<u>Transmit</u>''' button
 
If all buttons of the sidebar are green, the '''Transmission button''' will become available and the report can be transmitted to the regulator.
 
 
 
 
 
== File transmission ==
 
=== Setup of the e-file v2 Transmission Module ===
 
<span style="color:DarkTurquoise">'''AFTER'''</span>
 
[[File:AfterFatcaTransmit.png|border|500px]]
 
  Step 1: The form is completed. Press the '''Transmit''' button.
 
'''Result:''' the EfileCrypto.jnlp file is generated.
 
'''IMPORTANT:''' this file has to be '''downloaded''' (if you use the application for the first time) locally on your computer and must be '''opened''' to launch the '''Transmission Module'''.
 
'''Note''': the '''Transmission Module''' is a Java application. For security reasons, this module aims at encrypting documents before they are sent to authorithies. It is also used to decrypt documents and feedbacks.
 
Java version 1.7.55 is a prerequisite for the installation of the e-file v2 Transmission Module.
 
 
 
 
 
 
Step 2: Click the Open button of the EfileCrypto.jnlp file [[File:Jplg.jpg | 250 px]]
 
'''Result:''' the window below opens
 
[[File:JavaEfileWindow.png |border]]
 
 
 
 
 
 
Step 3: Click the [[File:RunButton.png | border]] button
 
[[File:JavaEfileWindow.png | border]]
 
 
'''Result:''' the Transmission Module is launched
 
[[File:2tmm.png | 500px]]
 
'''Important:''' It is possible that the pop-up blocker does not allow .jnlp files to be downloaded. Please ask your IT deparment to allow pop-ups from '''https://www.e-file.lu/''' .
 
 
 
 
 
 
Step 4: The Transmission Module has to be configured when it is used for the first time (or after each Java update).
The path to the keystore has to be selected with the [[File:BrowseButton.png | border]] button and the key (locally or on a server) will have to be imported with the [[File:ImportButton.png |border]] button : <br/>
 
[[File:2tmm.png | 500px]]
 
Once the key has been imported, the access to the keystore is memorized by the application.
 
In order to be more user friendly and to speed up the sending process, the Transmission Module will then run as a back ground process on your desktop.
 
If you need to end the process, right click on the icon in the taskbar and select “Close Transmission Module” :
 
[[File:2Tmet.png |250 px]]
 
 
 
 
 
 
  Step 5: Return to the FATCA Form (Report Generator) screen
- Click the [[File:Transmission.png | border]] button
- Enter a "title of file sent"
- Enter the keystore password
 
 
'''Result''': as the configuration of the Transmission Module is finished, the General Tab of the Transmission Module will be displayed directly.
 
[[File:Icon22.png | 500px]]
 
'''Note''':
 
-the file name is automatically generated and compliant to the ACD file naming convention.
 
-the [[File:SendButton.png | border]] button is now available and the report can be sent. A pop-up window will confirm the transmission.
 
 
'''SHOULD YOU ENCOUNTER PROBLEMS PLEASE CONSULT OUR WIKIPAGE [[Transmission Module#Solving the most common problems|SOLVING THE MOST COMMON PROBLEMS OF THE TRANSMISSION MODULE]] OR CONTACT OUR [[How to contact us|'''Client Support & Operations Desk''']].
 
 
 
 
 
 
== File transmission follow-up ==
 
PLEASE CONSULT OUR WIKIPAGE [[Transmission follow-up|'''TRANSMISSION FOLLOW-UP''']]
 
 
= Automatic filing through the Sending Service =
 
The Sending Service is Fundsquare's solution for automatically sending reports and documents to the authorities.
 
With a suitable network mapping, users can then simply copy the file to be sent in the appropriate directory.
 
The file is then automatically encrypted and sent.
 
FATCA .xml files have to be dropped into the '''FATCA''' subfolder:
 
[[File:FolderFatca.bmp |border]]
 
 
*Should you need further information on the Sending Service, please click the links below:
 
[https://www.e-file.lu/docs/EN/ManuUtil_EFile_Installation_SD_EN.pdf Sending Service Installation Procedure]
 
[https://www.e-file.lu/docs/EN/ManuUtil_EFile_Maj_SD_EN.pdf Sending Service Update Procedure]
 
[[Sending_Service|Wiki-Sending Service]]
 
[[Category : FAQ e-file]]
 
 
 
 
 
 
== FATCA file naming convention ==
 
The following naming convention has to be applied for the files:
 
'''XML file :'''
'''FATCA_${DateTime}_${Type}_${FiscalYear}_${Channel}_${MatriculeDepositor}_${GIIN}_${ProdTest}.xml'''
 
'''Feedback from ACD :'''
'''FATCA_${DateTime}_${Type}_${FiscalYear}_${Channel}_${MatriculeDepositor}_${GIIN}_${ProdTest}_${Status}.xml'''
 
{|border="1" cellspacing="2" cellpadding="10"
|-
! Code
! Definition
! Structure
! Values
|-
| DateTime
| Creation date and time of the XML file
| Number(14)
| YYYYMMDDhhmmss
|-
| Type
| F0: ZeroReport or new contact data without FATCA data
 
F1: FATCA1–New data
 
F2: FATCA2–Correction–Data corrected upon request of the IRS
 
F3: FATCA3–Void–Cancellation of data
 
F4: FATCA4–Amendment–Data corrected at any time
 
| Char(1)Number(1)
| F0
 
F1
 
F2
 
F3
 
F4
 
|-
| FiscalYear
| Fiscal year
| Number(4)
| YYYY
|-
| Channel
| Communication channel
| Char(1)
| B = Bourse
|-
| MatriculeReporter
| Social Security Identification Number
| Number(11) - Number(13)
| Code CCSS
|-
| GIIN
| GIIN (Global Intermediary Identification Number ) of the declarer
| Char(6).Char(5).Char(2).Number(3)
| Code GIIN XXXXXX.XXXXX.XX.XXX
|-
| ProdTest
| Environment type
| Char(1)
| P = Production
T = Test
|-
| Status
| Response status
| Char(3)
| ''Technical Feedback''
 
ACK = File received by ACD
 
NAK = File rejected by ACD
 
''Business Feedback''
 
VAL = Validated and imported by ACD
 
WAR = Validated and imported by ACD but with small issues that raised a warning
 
ERR = File rejected
 
|}
 
'''Examples''':
 
'''XML file''':
 
'''FATCA_20150520080022_F0_2016_B_1970010112345_006M8M.00000.LE.442_P.xml'''
 
'''FATCA_20150520080023_F1_2016_B_19700202123_ZZLRV4.99999.SL.442_T.xml'''
 
 
'''Feedback from ACD :'''
 
'''FATCA_20150520080022_F0_2016_B_1970010112345_006M8M.00000.LE.442_P_ack.xml'''
 
'''FATCA_20150520080023_F1_2016_B_19700202123_ZZLRV4.99999.SL.442_T_ack.xml'''
 
 
Cf. [http://www.impotsdirects.public.lu/content/dam/acd/fr/legislation/legi17/echa3-sans-tc-2017-01-19.pdf ECHA - n° 3 of 19 January 2017; page 19-20]
 
 
 
 
 
 
== Report transmission ==
 
In order to send a report with the Sending Service, the exported .xml report has to be copied into the '''…/ServiceDeposant/ReportingDiffusion/FATCA subfolder'''.
 
Ensure that the '''FATCA file naming convention''' is applied (Cf. [[#FATCA file naming convention|FATCA file naming convention]]).
 
 
 
 
 
 
== File processing status generated by the Sending Service ==
 
During and at the end of the sending, the Sending Service generates various files in the subfolder that
has been used for the sending. Three type of files are generated: <br/>
 
*'''.trt''' file : indicates the start of the transmission
 
In order to be able to send the original file, the Sending Service transforms the latter into a .trt file and
adds a timestamp. E.g. «OriginalName.xml» is transformed into OriginalName.xml.timestamp.trt:
 
FATCA_20150520080022_F0_2016_B_1970010112345_006M8M.00000.LE.442_P.xml becomes
 
FATCA_20150520080022_F0_2016_B_1970010112345_006M8M.00000.LE.442_P.xml_20150731122616366.trt
 
*'''.acq''' file : the transmission has been successfully completed
 
*'''.err''' file : indicates that an error has occurred during the sending
 
The error file contains technical messages indicating the root cause of the error, e.g. file name errors.
 
 
 
 
 
 
== File transmission follow-up ==
 
=== Transmission status ===
 
ACD's feedback files are available in the sub-folder "Replies":  '''.../ServiceDeposant/ReportingDiffusion/FATCA/Replies/'''.
 
Each feedback has a specific status which is available in the file name: ACK, NAK, VAL, WAR, ERR (Cf. [[#FATCA file naming convention|Status feedback ACD]]).
 
'''Feedback from ACD :'''
 
'''FATCA_20150520080022_F0_2016_B_1970010112345_006M8M.00000.LE.442_P_ack.xml'''
 
'''FATCA_20150520080023_F1_2016_B_19700202123_ZZLRV4.99999.SL.442_T_ack.xml'''
 
The "Replies" folder is created upon feedback receipt. Please check the Sending Service's configuration if the "Replies" folder is not available. In the configuration file (properties file), the variable corresponding to "Configuration of connection for feedback" and the one corresponding to "Configuration of connection for authority acknowledgement" should be set to "up".
 
 
 
 
 
 
=How to correct, void or amend validated reports=
 
In order to correct, void or amend reports through the FATCA Form (Report Generator), the type of modification (FATCA2, FATCA3, FATCA4) has to be selected in the "'''Reporting FI'''" tab,  section "'''Document Specification'''" and in the "'''Reporting Group'''" tab, section "'''Account Report'''" and then "'''Document specification"'''.
 
The different types are the following ones :
 
*'''FATCA1''' : [[Initial sending]]. The file contains only new information.
 
*'''FATCA2''' : [[Correction]]. A report should be corrected in response to an error notification from IRS.
 
*'''FATCA3''' : [[Void]]. A report may be voided at any time after you become aware of inaccurate information. All data element fields in the voided record must have the same values equal to the original record being voided. Do not void a report in response to an error notification.
 
*'''FATCA4''' : [[Amend]]. A report may be amended at any time. An amended report updates an existing report from a previously filed report. All data element fields in the amended report must have the amended values for the relevant account report. Do not amend a report in response to a report error notification, instead file a corrected report with DocTypeIndic FATCA2.
 
To chose the report to modify, its reference has to be entered in the '''document reference ID to correct''' and '''message reference ID to correct'''.<br/>
[[File:RefDoc.png|border]]
 
 
Cf. [http://www.impotsdirects.public.lu/content/dam/acd/fr/legislation/legi17/echa3-annexe2-mecanisme-corrections-2017-01-19.pdf Annex 2 to ECHA - n° 3 of 19 January 2017]
 
Cf. [http://www.impotsdirects.public.lu/content/dam/acd/fr/legislation/legi17/echa3-sans-tc-2017-01-19.pdf ECHA - n° 3 of 19 January 2017; page 22-24]
 
 
[[Category: FAQ e-file]]

Latest revision as of 11:43, 19 June 2023

Reporting services using www.e-file.lu


warning: no auto savingVertical navigation bar pages open vertically. Buttons remain red if data are missing or wrong.Calendar to pick the reference date.Icons to select Report status.Click on NEXT STEP or PREVIOUS STEP to switch to the next or previous page, or click on one of the sidebar navigation buttons.Select an existing report button: This button allows you to upload an existing XML report from your network or hard-drive into the report generator.Save locally button: Work in progress on a report has to be saved with this button. Work in progress means that the report is not completed, because important data are missing. The exported .xml file will be called ''DRAFT_filename.xml'' and cannot be uploaded for filing. It can be imported onto the tool for later use. If you save locally a final report, meaning that all relevant data are available inside the report, it will carry the correct naming convention for submission to the Regulator.Transmit button: If the four buttons of the sidebar are green, the Transmission button will become available and the report can be transmitted to the regulatorEXCEL button: Press this button to export an uncompleted or finalized report in EXCEL format. This file serves for your internal purpose only, however it cannot be imported.clickable image : form description


Prerequisites
Proxy, antivirus The ports 80 (HTTP) and 443 (HTTPS) must be enabled
as well as those technical URLs : www.e-file.lu/WSEfileFlex and www.e-file.lu/WSEfile
Cookies Cookies have to be enabled
How to enable Cookies
Web browsers e-file is compliant with most current browsers, in their default setup : Icon Chrome.png Edge Chromium.jpg Logo ff.jpg Logo safari.jpg
Please call us if you have a particular configuration.
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