8966 FATCA Software

Our FATCA Report software lets you key in information as you would type on IRS Form 8966 itself. Print on plain paper with black ink or convert to PDF. Create the XML payload and metadata file for electronic filing according to IRS version 2. This software is used worldwide by foreign financials institutions (FFI), sponsored entities or intermediaries. The 8966 software includes a free tool to encrypt using a client digital certificate. You can then upload this encrypted file to IDES for FATCA reporting. Our 8966 software will prepare new, corrected, void and amended data files as well as new, corrected, void, amended test files for current or prior years.