Access and trust records
Published on 4 January 2022, the guide asks for Singpass, the reporting SGFI tax number and a TDT PDF form where applicable. Open More, AEOI and View/Edit Trustee-Documented Trusts in myTax Portal. Tax agents first identify the client; others proceed directly. Filter for active trusts or all trusts. The displayed service explains that a TDT is a non-reporting institution for which its reporting-institution trustee reports the reportable-account information; agreeing to report for a TDT requires maintaining its record here.
Adding a single trust
For FATCA, first declare the trustee GIIN in View/Update FI AEOI Profile. Use Add TDT for a new record, enter the trust name and Singapore tax reference if applicable, and the first effective reporting year for CRS and/or FATCA. That year is the first calendar year the trust becomes subject to the corresponding reporting and due-diligence obligations. Save and confirm. The instruction caption says Edit on the creation page, but the highlighted screenshot button is Add TDT; Edit belongs to an existing record.
Creating records by PDF
Download and complete the prescribed TDT PDF form, use Upload List, upload a file of no more than 2MB, then Proceed and confirm submission. The trustee GIIN prerequisite also applies to FATCA batch creation. Keep the acknowledgement. Unlike individual updates, the batch request takes about two to three working days; submission confirmation is not the processing result.
Editing or terminating records
For one existing trust select Edit, enter the last effective reporting year for CRS and/or FATCA as applicable, then save and confirm; cancelling the confirmation discards the edit. Successful individual updates take effect immediately, with an acknowledgement also stored under View AEOI Notices/Letters. Multiple changes or terminations use the completed PDF form through Upload List, the same 2MB limit, Proceed and confirmation workflow.
Checking batch results
For both creation and update batches, expect approximately two to three working days. IRAS emails the reporting SGFI’s point of contact and authorised users subscribed to email alerts once processing is complete. They then log in and retrieve the processing result from View AEOI Notices/Letters. Retain both the initial acknowledgement and the result notice, since they document different stages.
Official source
This article independently explains the substantive contents of the official PDF, including the relevant conditions, procedures and annexes. The linked document remains the authoritative source for its original wording, and later changes should be checked separately.
Read the official PDF ↗