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Overview visual of six step IDES process in six steps. Step 1. Obtain a digital dertificate from IRS approved certificate authority. Step 2. Create an account. Use the enrollment tool to create a user profile. Step 3. Validate your approved GIIN and enter your digital certificate. IDES will validate your authorization. Step 4. Receive enrollment approval to access IDES via email with instructions or secure file transfer procotol (SFTP) link. Step 5. Prepare and upload your files. You must first compress and then encrypt FATCA data files. Step 6. Send Package to IRS. After you transmit the data package, IDEs will send a confirmation message.
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Compression tools
A list of compatible compression tools.

Customer support
Overview of IDES customer support services and operations. Updated 08-10-2015

Data preparation
Overview and sample files for of the file preparation process. Updated 2-14-2017

Data preparation user tips
A list of common data prep errors and recommended solutions. Updated 12-06-2016.

Digital certificates
A list of IRS-approved certificate authorities and certificate types.

Digital signatures
Overview and sample files to illustrate an XML digital signature. 12-15-16

FATCA Identification Number (FIN)
Overview of the IDES enrollment process for a U.S. withholding agent (USWA), territory financial institution (TFI), third party preparer or commercial software vendor.

FATCA XML schema best practices
Overview of FATCA reporting schema best practices, character restrictions and other topics

FATCA XML schema best practices - Correct, Amend and Void Records
Overview of FATCA reporting schema best practices and sample files to correct, amend and void records. Updated 12-15-2016

FATCA XML schema best practices - DocRefId
An overview of FATCA reporting schema business rules for the DocRefId data element. Updated 08-10-2015

FATCA XML schema files
A list of FATCA reporting schema files, samples and user guides. Updated 01-10-2017

HCTA FATCA Entity ID and user name
Overview of the Host Country Tax Authority (HCTA) Entity Sender ID composition and user name

IDES Testing Schedule
An overview of the IDES testing schedule. Updated 4-11-2017

Supported browsers
A list of compatible web browsers.

Page Last Reviewed or Updated: 11-Apr-2017