# TRSuite 26.02 - CRS Austria *Source: TRSuite_26.02_UsersGuide_Module_CRS_AT.docx - TRSuite 26.02, published September 2026. Generated with word/tools/docx_to_md.py.* TAX REPORTING SUITE CRS ![](media/TRSuite_26.02_UsersGuide_Module_CRS_AT/image1.png) AUSTRIA VERSION 26.02 USERS’S MANUAL Published: Sep 2026 For the latest information and to leave feedback, please visit BRIFS GmbH at [http://www.section11.ch](http://www.section11.ch) or [https://www.trsuite.ch](https://www.trsuite.ch) or [https://gmsg.at](https://gmsg.at) The information in this document and any document referenced herein is provided for informational purposes only, is provided AS IS AND WITH ALL FAULTS and cannot be understood as substituting for customized service and information that might be developed by BRIFS GmbH for a particular user based upon that user’s particular environment. RELIANCE UPON THIS DOCUMENT AND ANY DOCUMENT REFERENCED HEREIN IS AT THE USER’S OWN RISK. © 2026 BRIFS GmbH. All rights reserved. Information in this document, including URL and other Internet Web site references, is subject to change without notice. Unless otherwise noted, the example companies, organizations, products, domain names, e-mail addresses, logos, people, places and events depicted herein are fictitious, and no association with any real company, organization, product, domain name, e-mail address, logo, person, place or event is intended or should be inferred. BRIFS GMBH PROVIDES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION CONTAINED IN THIS DOCUMENT AND ANY DOCUMENT REFERENCED HEREIN. BRIFS GmbH provides no warranty and makes no representation that the information provided in this document or any document referenced herein is suitable or appropriate for any situation, and BRIFS GmbH cannot be held liable for any claim or damage of any kind that users of this document or any document referenced herein may suffer. Your retention of and/or use of this document and/or any document referenced herein constitutes your acceptance of these terms and conditions. If you do not accept these terms and conditions, BRIFS GmbH does not provide you with any right to use any part of this document or any document referenced herein. Complying with the applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording or otherwise), or for any purpose, without the express written permission of BRIFS GmbH. The names of actual companies and products mentioned herein may be the trademarks of their respective owners. ## Revision History | **Product** | **Doc Version** | **Revision Date** | **Description** | | --- | --- | --- | --- | | 1704 | Rev 0 | 10.04.2017 | GA Release AT | | 1706 | Rev 1 | 19.06.2017 | Webservice support added | | 1712 | Rev 2 | 01.01.2018 | Work Item added | | 1802 | Rev 3 | 27.02.2018 | No changes | | 1803 | Rev 4 | 21.03.2018 | Fix: Webservice-Call with Proxy authentication
Databox File-Type description | | 1807 | Rev 5 | 31.07.2018 | Passwords encrypted in config files | | 1812 | Rev 6 | 17.12.2018 | No changes | | 1902 | Rev 7 | 12.02.2019 | Correcting split: doc ref ID generation for reporting FIs | | 1911 | Rev 8 | 07.11.2019 | Batch processing, minor fixes | | 20.01 | Rev 9 | 20.01.2020 | [https://www.easycrs.ch/index.php/8-trsuite/12-trsuite-release-notes-version-20-01](https://www.easycrs.ch/index.php/8-trsuite/12-trsuite-release-notes-version-20-01) | | 20.02 | Rev 10 | 24.02.2020 | No changes | | 20.11 | Rev 11 | 24.11.2020 | [https://www.easycrs.ch/index.php/8-trsuite/17-trsuite-release-notes-version-20-11](https://www.easycrs.ch/index.php/8-trsuite/17-trsuite-release-notes-version-20-11) | | 21.01 | Rev 12 | 01.02.2021 | [https://www.easycrs.ch/index.php/8-trsuite/18-trsuite-release-notes-version-21-01](https://www.easycrs.ch/index.php/8-trsuite/18-trsuite-release-notes-version-21-01) | | 26.02 | Rev 13 | 06.09.2026 | [https://www.trsuite.ch/trsuite/ReleaseNotes/RELEASE_NOTES_26.02.en.html](https://www.trsuite.ch/trsuite/ReleaseNotes/RELEASE_NOTES_26.02.en.html) | ## The Main Window The Main window is the launch point for the entire application. You can select the licensed module in the modules button bar and perform the module specific tasks within main area of the module. Each module comes with its own module menu and detail area.Modules Button Bar – shows all available modules of the software.Modules Button Bar – shows all available modules of the software. Module Menu – module specific menu optionsModule Menu – module specific menu options Menu optionsMenu options Module Details Area – includes general information and details for the selected moduleModule Details Area – includes general information and details for the selected moduleModule Main Area – the main working area of a module, where all module specific tasks can be executedModule Main Area – the main working area of a module, where all module specific tasks can be executed ![](media/TRSuite_26.02_UsersGuide_Module_CRS_AT/image2.png) ## CRS AT: Module Overview **HINT**: The final version of the national specifications (including National.xsd with the Info_Data element, BMF error code directory and sample XMLs) will be published by **November 2026** after completion of the conformance tests with the EU Commission. This guide provides information about the AT specific extension of the CRS module of the TRSuite software package. It describes processes and procedures for importing and exporting CRS OECD XML 3.0 files compatible with the Austrian schema extensions. ![](media/TRSuite_26.02_UsersGuide_Module_CRS_AT/image3.png) This document may describe features and capabilities that requires a separate license and are not covered by the standard license. For information about licensing please contact support@section11.ch The CRS module includes the following: - General Info Tab - Reporting FIs Tab - Account Holder List - XML- / Excel-Import - XML-Export - Configuration The functions are described in the CRS User Guide. The CRS AT module covers the following extension - Austria Reporting Tab The screenshots throughout the USER’s MANUAL are produced on Windows 11 using the Windows Look and Feel. In addition to this Users Guide, the following online resources may be useful: - GMSG / BMF Detailinformation für Banken - [https://www.bmf.gv.at/egovernment/fon/fuer-versicherungen-und-banken/Banken-Detailinfo.html](https://www.bmf.gv.at/egovernment/fon/fuer-versicherungen-und-banken/Banken-Detailinfo.html) - OECD AEOI portal [http://www.oecd.org/tax/automatic-exchange/common-reporting-standard/](http://www.oecd.org/tax/automatic-exchange/common-reporting-standard/) - The Common Reporting Standard [http://www.oecd.org/ctp/exchange-of-tax-information/standard-for-automatic-exchange-of-financial-account-information-for-tax-matters-9789264216525-en.htm](http://www.oecd.org/ctp/exchange-of-tax-information/standard-for-automatic-exchange-of-financial-account-information-for-tax-matters-9789264216525-en.htm) - The CRS XML Schema User Guide [http://www.oecd.org/tax/automatic-exchange/common-reporting-standard/schema-and-user-guide/#d.en.345315](http://www.oecd.org/tax/automatic-exchange/common-reporting-standard/schema-and-user-guide/#d.en.345315) ### Reference The following information is used to generate a CRS OECD 3.0 XML compliant document. Before filing an OECD CRS Report, please ensure that you are familiar with your country specific Guidance Notes. ### CRS AUSTRIA The Austrian Tax Authority defines an additional header element **Info_Daten** to allow the identification of the sender (Übermittler) and the reporting financial institution. These data element can be entered in the CRS AT tab as shown below. ![](media/TRSuite_26.02_UsersGuide_Module_CRS_AT/image4.png) If the data is already entered into the General Info (Übermittler) and the Reporting FI tab, the “add” buttons (1) allow the automatic transfer of the data. After the successful validation of the filed report (2) the final XML-Report can be exported by pressing the “Export AT XML …” button (3). IT opens a file chooser dialog to let you browse to the location where you want to save the document. You can open existing AT XML report by pressing the “Load AT XML… “-Button (4). In the dialog box browse to select a document and click “Open” to load the data (OECD 1.0, 2.0 and 3.0 import is supported and automatically detected) #### Batch Processing If multiple files need to be converted the “Convert Folder” (5) functionality can be selected. In the dialog select the folder holding all OECD-XML reports. By pressing the “Select Folder” button the process starts and all OECD-XML files are getting converted and stored in the subfolder named AT_XML. The new folder is set as Upload Folder. ![](media/TRSuite_26.02_UsersGuide_Module_CRS_AT/image5.png) Now it is possible to upload all AT-CRS-XML files by selecting the “Upload folder” checkbox in the Upload section. #### File Information ![](media/TRSuite_26.02_UsersGuide_Module_CRS_AT/image6.png) After a file is loaded or saved, the information about the file (name, last modified, absolute path) is displayed in the status pane of the detail area. The full path can be seen in the tooltip. #### CRS AT Configuration Different tax authorities defining their country specific rules on how to generate valid documents and how to generate well-formed document as well as message reference IDs. Also, the specific characteristics of the TIN specificities depends on the country. In the CRS Configuration tab, the user selects the according Country Validator or generates a user-defined regular expression. 332211 ![](media/TRSuite_26.02_UsersGuide_Module_CRS_AT/image7.png) First select your country (1), apply the default values by pressing (2), check the configuration (3) and adapt the values as required. Finally save the configuration. ![](media/TRSuite_26.02_UsersGuide_Module_CRS_AT/image8.png) - **“Load”** You can open existing configuration files by pressing the Load-Button. In the dialog box browse to select a document and click “Open” to load the document. - **“Save as …”** Saves the current configuration in a different location, or with a different file name or file type. Opens a file chooser dialog to let you browse to the location where you want to save the document. - “**Save**” Saves the current configuration to the last selected file or default location. The data is stored within an XML-File and automatically available the next time you start the program. If there are unsaved changes the save-button is colored green. - “**Reset**” loads the last saved configuration and overwrites all unsaved changes. - By pressing the “**Validate**”-Button the tool loads the given keys, validates the entered data and shows the result of the validation within a popup window. ### FinanzOnline CRS Reporting in Austria requires the reporting financial institutions to upload and download files to the FinanzOnline portal via web service. The following learning nugget demonstrates how this can be easily done with TRSuite: [https://www.youtube.com/watch?v=QSIvXOaQZ5Y](https://www.youtube.com/watch?v=QSIvXOaQZ5Y) #### Preconditions - Der Übermittler muss FinanzOnline Teilnehmer sein. - Der Teilnehmer muss in der Benutzerverwaltung einen Benutzer für 'Webservices' anlegen. - Das Webservice muss mit diesem Benutzer verwendet werden. First the FinanzOnline configuration needs to be filled with the required data: ![](media/TRSuite_26.02_UsersGuide_Module_CRS_AT/image9.png) After all required data is entered, a test-login can be executed by pressing the “TEST” button. If the login is successful, the current session ID and return code = 0 is displayed in the status text area: ![](media/TRSuite_26.02_UsersGuide_Module_CRS_AT/image10.png) IF the login fails, no session ID is received and the error message is displayed in the status area: ![](media/TRSuite_26.02_UsersGuide_Module_CRS_AT/image11.png) ![](media/TRSuite_26.02_UsersGuide_Module_CRS_AT/image12.png) #### Upload To upload your CRS report, select the AT-XML file, check the Test-Transfer box (if the upload contains test data) and press the “WebService-Upload” button. ![](media/TRSuite_26.02_UsersGuide_Module_CRS_AT/image13.png) The resulting return code and message is displayed in the details area. If the transfer is successful a transfer protocol is placed in the users “Databox” for download. If the transfer fails, either a technical error message is returned or an error code in case of any business rule violation. The following error codes are defined by the BMF: ![](media/TRSuite_26.02_UsersGuide_Module_CRS_AT/image14.png) To upload all files in a dedicated folder, select the “Upload Folder” checkbox and select your folder. ![](media/TRSuite_26.02_UsersGuide_Module_CRS_AT/image15.png) Hint: The selection of a folder is only possible, after the checkbox is selected. #### DataBox Download By pressing the “Load Databox” without any additional type or date settings, all unread DataBox documents will be displayed: ![](media/TRSuite_26.02_UsersGuide_Module_CRS_AT/image16.png) If a specific type is selected only documents of this type are display. Following types are defined by the BMF: ![](media/TRSuite_26.02_UsersGuide_Module_CRS_AT/image17.png) ![](media/TRSuite_26.02_UsersGuide_Module_CRS_AT/image18.png) To download a file to your local hard drive, right-click the according file entry and press “Download” from the context menu item. The file is stored within the configured working directory. ![](media/TRSuite_26.02_UsersGuide_Module_CRS_AT/image19.png) If a date value is selected read and unread documents are displayed from the selected date until – 7 days. Elements are only available for the last 31 days. If the transfer fails, either a technical error message is returned or an error code in case of any business rule violation. The following error codes are defined by the BMF: ![](media/TRSuite_26.02_UsersGuide_Module_CRS_AT/image20.png) ## Appendix ### Export control information This distribution includes cryptographic software. The country in which you currently reside may have restrictions on the import, possession, use, and/or re-export to another country, of encryption software. BEFORE using any encryption software, please check your country's laws, regulations and policies concerning the import, possession, or use, and re-export of encryption software, to see if this is permitted. See http://www.wassenaar.org/ for more information. TRSuite uses the Java Cryptography Architecture (JCA) and the Bouncy Castle libraries for handling de-/encryption.