Several tools to capture both reportable arrangements and associated cross-border transactions. The tools will enable users to directly upload transactions (that could be previously downloaded from an ERP system) and will apply logic to automatically flag transactions that may need to be reported under DAC6. A data survey tool can then be used to collect additional information, which includes surveying both in-house stakeholders and outside advisors to list reportable arrangements and confirm that all the transactions that are connected to reportable arrangements have been captured. A final piece of logic will then be applied to combine arrangements and transactions and separate them between those that will be reported by an intermediary and those that need to be reported by the taxpayer.

TA forms tool that auto-populates editable versions of the DAC6 reporting forms with prefilled data and enables collaboration among stakeholders (including tax advisors) via data survey or chat to complete missing fields. Completed forms will then be converted into the required filing format based on local country specifications (XML, etc.). Users can then file these forms with the local country tax authorities (usually by uploading the file via a government website). All data from a filed form is reused where relevant to easily complete subsequent filings.