A list of compatible compression tools.
Overview of IDES customer support services and operations. Updated 08-10-2015
Overview and sample files for of the file preparation process. Updated 05-27-2016
Data preparation user tips
A list of common data prep errors and recommended solutions. Updated 12-06-2016.
A list of IRS-approved certificate authorities and certificate types.
Overview and sample files to illustrate an XML digital signature.
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 12-17-2015
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 11-30-2016
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 11-30-2016
A list of compatible web browsers.