- Thomson Reuters Tax & Accounting software and research solutions
- Thomson Reuters ONESOURCE corporate tax software and services
- Your W-8/W-9 validation and collection solution for FATCA and CRS
Why choose AEOI Documentation
The global move toward tax transparency demands a new approach to compliance. Thomson Reuters ONESOURCE AEOI Documentation helps your firm meet Common Reporting Standard (CRS) and Foreign Account Tax Compliance Act (FATCA) requirements for collecting client data and validating tax documents. Our automated system speeds up the way you manage W-8, W-9, and self-certification tax forms in any jurisdiction. Automatically scan forms for changes, validate documents in real time, and resolve issues surrounding regulatory compliance, tax documentation, and tax reporting. With AEOI Documentation, you’ll save time and money while ensuring audits go smoothly.
What you get with AEOI Documentation
AEOI Documentation finds and flags potential errors before submission.
Historic data reporting gives you instant snapshots that let you see any time period.
Validate the Global Intermediary Identification Number (GIIN) against the IRS-published foreign financial institution (FFI) list.
Form data-capture is available in any required language, including English, Spanish, and Chinese.
Integrate easily with internal processes and onboarding systems through comprehensive APIs and online services.
Request a "wet" signature as an electronic alternative required by some jurisdictions.
CRS and FATCA customers also buy these solutions
Create an integrated solution that combines requirements for both Common Reporting Standard (CRS) and Foreign Account Tax Compliance Act (FATCA) compliance.
Ready to start a conversation?
Need more information about how our solutions can work for you? Drop us a line and someone from our sales team will get back to you. Or you can call a representative in your region at
+1 800 865 5257