FATCA: IDES testing opportunity

FATCA: IDES testing opportunity

The IRS today announced that the FATCA International Data Exchange Service (IDES) will be open for testing from Monday, April 20 at 12:00 PM EDT to Friday, April 24 at 12:00 PM EDT.

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The IDES testing will be open to all financial institutions and tax administrations that have completed IDES enrollment by Thursday, April 16, 2015, at 5:00 PM EDT.

To complete the IDES enrollment process, a user will need:

  • An IRS-issued GIIN or HCTA entity ID
  • A username
  • A valid digital certificate

Read the FATCA IDES web page for a list of IRS recommended certificates authorities.

Enrolled users will receive an email with a link to the IDES test web application on Monday April 20, 2015.

Pre-testing actions

Before beginning testing:

  • Review the user guides, data preparation instructions and sample test packet
  • Review sample code for data preparation utilities using .Net, Java and OpenSSL on GitHub
  • Configure alert and notification preferences on the IDES enrollment site
  • Configure the e-mail system to accept e-mails from the idesgateway.com domain
  • Review IDES data preparation user tips

Guidelines for data packets and transmissions

  • Follow the guidelines for recommended file names. File names are case sensitive and any variation in name, extension, characters or format may cause a transmission failure. Additional details can be found in the IDES User Guide (Rev 4-2015).
  • Use test data only. The test files are not to contain any production data or personally identifiable information, such as the taxpayer number, account number, or social security number.

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