Guidance

Automatic Exchange of Information schema and supporting documents

Find the schema and supporting documents for software developers who use Automatic Exchange of Information (AEOI).

Documents

AEOI submission schema set: 2.0 (For all submissions made after 16 December 2016)

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AEOI submission valid samples: 2.0 (For all submissions made after 16 December 2016)

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If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email [email protected]. Please tell us what format you need. It will help us if you say what assistive technology you use.

Details

Schema and supporting documents for software developers who use the AEOI service.

For more information on AEOI including submission of an AEOI return, email: [email protected].

Find out about AEOI.

Updates to this page

Published 1 January 2014
Last updated 24 May 2018 + show all updates
  1. The Automatic Exchange of Information UK submission schema set v2.0 has been updated.

  2. The Automatic Exchange of Information UK submission guide v2.0 has been updated.

  3. New version of Automatic Exchange of Information UK submission guide v2.0 updated on 13 March 2018 added to the page.

  4. Update to AEOI submission schema set: 2.0.zip to include a revised AEOI_UK_Submission Guide v2 0 now renamed AEOI_UK_Submission Guide v2 0 Updated 13_12_2016.

  5. Submission dates amended.

  6. AEOI submission schema set: 2.0 and AEOI submission valid samples: 2.0 have been added to this page.

  7. Automatic Exchange of Information submission schema set: 1.5 ZIP file and the AEOI submission: valid samples ZIP file have been removed from the page. Automatic Exchange of Information submission schema set: 1.6 ZIP file and submission valid sample: 1.6 ZIP file have been added to the page.

  8. Automatic Exchange of Information submission schema set: 1.5 ZIP file added to the page.

  9. The valid samples ZIP file has been updated and a FATCA advice note added to the page.

  10. Foreign Account Tax Compliance Act (FATCA) submission schema set: 1.4 and changes from FATCA UK submission schema user guide: 1.3 to V1.4 have been added to the page.

  11. FATCA submission: valid samples added to the page.

  12. First published.

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