Revision as of 14:45, 28 January 2018

Report generation

Our Report Generator allows you to create your reports manually.

How to access the Report Generator

Environment

Step 1: Select your environment

Production environment : https://www.e-file.lu/e-file/

Homologation environment (Test) : https://homologation.e-file.lu/e-file/

Login

Step 1: Enter your e-file login credentials (user name and password) and click the Access button

IMPORTANT: If you do not have an e-file user account or if you do not remember your password, you might contact your e-file administrator of your company.

=>e-file Administration

Step 1: Click on the Report Generation icon

Step 2: Select the report type

Step 3: The form opens

Step 4: Complete the form

Export - import files - save work in progress

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 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 appear in every section of the completed form, the Transmission button will become available.

File transmission

Setup of the e-file v2 encryption module v2

1. The form is completed . Click the  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 Encryption Module.

Note: the Encryption 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 encryption module.

2. Click the Open button of the EfileCrypto.jnlp file

Result: the window below opens

3. Click the  button

Result: the Encryption Module is launched

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/ .

4. The encryption 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 button and the key (locally or on a server) will have to be imported with the button :

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 encryption 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 encryption module” :

5. Return to the form screen of the Report Generator
- Click the  button
- Enter a "title of file sent" 
- Enter the keystore password

Result: as the configuration of the encryption module is finished, the General Tab of the Encryption Module will be displayed directly.

Note:

-the file name is automatically generated and compliant to the ACD file naming convention.

-the button is now available and the report can be sent. A pop-up window will confirm the transmission.

Error messages

Message: The process takes too much time. Please restart the encryption module.

The error message occurs when the encryption module is not started in time.

- Please ensure that pop-ups are enabled for https://www.e-file.lu.

- When clicking the "Transmission" button the file EfileCrypto.jnlp has to be downloaded in order to launch the encryption module. You have to open this file with Java Web Start Launcher to run the module.

- Please ensure that your e-file workstation is correctly configured => Installation of a new e-file v2 workstation

Message : Waiting files to transmit...

This error might occur when there is a connection problem between your proxy and the encryption module V2.

Close the encryption module :

Open the Java console (Cf. Encryption Module_6.8 Show the console in case of other Java issue) and check the logs.

If an error 407 appears, it means that the encryption module is not able to authenticate on your proxy.

As a consequence all communications with E-file are blocked.

In that case the solutions to resolve this problem are the following :

Add the group "NoAuthenticated exception group" to your proxy for www.e-file.lu
By-pass the proxy for the communication with www.e-file.lu

For more information please call the Helpdesk.

File transmission follow-up

Transmission status

Step 1: Click the Document management icon

IMPORTANT: if the Document management icon is not available on your screen, you might contact your e-file administrator of your company, who will add the reporting module to your e-file account.

IMPORTANT:

The transmission follow-up of the below mentioned reportings is not yet available in e-file v2 (https://www.e-file.lu/e-file/).

The transmission follow-up of these reportings can only be done in e-file v1 (https://www.e-file.lu).

Credit institutions : TPTBBL, TPTBBN, TPTBHR, TPTBHR, TPTBHN

Securitisation Vehicles : S2.14, S2.15, TPTTBS

Financial Companies: S2.16, S2.17, TPTIBS

Result: the Transmission follow-up screen of the Document management opens

Step 2: Select the Transmission period (From...To) and click the Search button

Result: The XML files and their transmission status are displayed.

* "Transmitted" means that the report has been sent to the ACD.
* "Feedback Received" means that at least one feedback has been received. It also means that the ACD was able to read your report.
* "To validate" means that the report needs to be validated by the declarant on E-file V2. This is a really specific case.

View submitted reports and feedback files

Step 1: click on the blue Plus icon  at the right end of the row

Result: a pop-up window opens displaying the Detail of sending

Example:

FATCA = Original report

FDBTEC = Technical feedback

FDBBUS = Business feedback

Step 2: Click the View button  at the right end of the row

Result: the EfileCrypto.jnlp file is generated

IMPORTANT: This file has to be downloaded locally on your computer and must be opened to launch the encryption module

Step 3: Click the Open button of the EfileCrypto.jnlp file

Result: a Java window opens

Step 4 : Click the  button