Select the service before assigning users
The Corppass administrator first enables Automatic Exchange of Information (CRS and FATCA) for the entity. Prepare the staff list with names, email addresses and intended IRAS services, then assign the enabled AEOI service to relevant users. The guide specifies the Approver role for those who submit returns. Possessing a personal login or being the entity’s contact does not by itself grant this submission role.
Avoid unintended reporting-year restrictions
For Approvers, the guide instructs leaving Effective RY From/To and optional authorisation-effective/expiry fields blank to allow all reporting years. The tax-agent path separately authorises the service to the agent and assigns Approver access, with the same reporting-year guidance. Review and maintain permissions as staff or engagements change. Corppass access enables the portal workflow; it does not classify an entity as a financial institution or complete its CRS/FATCA return.
Official source
A concise, independent Apex Gateway guide based on the official English source, not a reproduction of the complete document. Consult the original for full conditions, exceptions and subsequent updates.
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