TDE - Tax Data Exchange

Automated solution for AEOI, FATCA and CRS reporting to automate preparation of compliance reports.

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Taking the headache out of creating CRS & FATCA XML submission files Tax Data Exchange (TDE) offers an easy to use, practical and economic solution for your CRS & FATCA reporting obligations.

Available as an online cloud-based solution or as onsite software installed in your business, TDE provides the solution no matter how large or small your reporting requirements are.

Used by

  • Banks, Fiduciaries, Investment Managers & Stockbrokers, Futures Traders, Fund Administrators, Pension providers; in fact just about any type of financial services business all over the world.

TDE provides

  • Multi-jurisdiction, multi financial Institution reporting.

  • Data Validation in real time.

  • Approval & Submission Control.

  • Progress Dashboards.

  • Instant update for jurisdictional rule changes.

  • Multi Layer Approval & Audit Trail.

  • Report Amendment function.

  • IDES Packet Assembly.

TDE process is simplicity itself

  1. Enter data directly, populate our Data Collector spreadsheet or integrate with your databases and upload into TDE.

  2. Data is validated and draft reports created, failed reports highlighted.

  3. Review, amend and approve (with multi approvers where required).

  4. Generate XML file(s) and submit to the tax authority.

  5. Record submission confirmation details.

Key features


Extensive product documentation, videos, how to guides and example data are provided.

Support & Updates

Our knowledgeable consultants will be there to help you through every step of the process. Schema updates are delivered overnight or on demand into the software via the web as part of our comprehensive support service. TDE also supports automated report correction.


Integrate with fiduciary software packages including 4Series, Unity, ViewPoint and Vega’s own software solutions.


Thousands of TDE generated XML report files have been submitted to tax authorities around the world, since 2015 so you can rest assured it is a tried and tested technology.

Custom Options

If you are looking for an alternative solution, our experienced developers can discuss custom options with you.

Some of our clients

Cutting-edge solutions for global industry leaders