Release Notes

UPDATED: IDES Packager ™ This version can read .PEM & .DER files in addition to .PFX, and if it is given a certificate (without private key), the IDES Packager ™ tries to find a corresponding private key file, and if it gets a private key without any certificate information, it tries to find the certificate too. The process requires that the userr has a .pem or .key file containing just their private key, and a .crt file with the same names in the same directory, IDES-Packager will accept either file and will find the other one automatically.

UPDATED: A US TIN is no longer required when creating a Filer (FI)

UPDATED: Various XML Changes allowing the account number to flow thru and updating the Filer ISO Country Code flowing thru to the Address.

UPDATED: Business Rules updated to require a US TIN for Part III Identifying Information of US Owners that are specified US Persons, Box 4

UPDATED: Drop Down on Common Business Rules altered to display just the 8966 form


COMING SOON:

Nil Return -

Only Direct Reporting Non-Financial Foreign Entities (NFFEs) are required to submit nil reports. For all other entities, submission of nil reports is not mandatory and submission of these reports is optional. While nil reporting might not be required by the IRS, it might be required by the local jurisdiction. Please check with your local tax administration. Nil reports that are submitted must provide Reporting FI information. The report contains Reporting Group, but it does not contain any account reports or pooled reports. Reporting group can be empty or can contain Sponsor or Intermediary information.

Corrections -

Corrected Data is used for records being re-transmitted after the IRS has notified the sender of a problem with the file or underlying data. Corrected Data should ONLY be used when responding to an IRS request to correct the data. (not used for Decryption, XML or other file-level errors) Amended Data is used to amend a record(s) previously transmitted to, received and processed by the IRS, but is later found to contain erroneous information.

  • NOTE: When submitting Corrected, Void or Amended Data a CorrMessRefID should be included referencing the MessRefID from the Original Transmission.   Your Authorization code is your unique MessRefID so do not give it out.

Download v2014.15.11

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