CRS 3.0 is coming. Your Excel sheet stays.
meldbar turns your Excel sheet into the finished AEOI report for the FTA's portal – and checks it beforehand the way the portal does. In the browser, no installation. Your account data never leaves your computer.
The amended CRS is in force – and the portal switches schema.
Since 1 January 2026 the amended Common Reporting Standard applies in Switzerland. For the reports of the year 2026 (deadline 30 June 2027) this means:
- Until 14 December 2026 the portal accepts schema 2.0 only; from 16 January 2027 only 3.0. A file in the old structure is rejected.
- 3.0 requires new mandatory data per account: self-certification, due-diligence procedure, account type, type of the controlling persons.
- The portal's online form cannot correct a report (only cancel and re-enter it), no longer shows its content and does not cover the whole schema.
Source: the FTA's technical AEOI guidance, September 2026, sections 4.1.2 and 5.3.1; art. 15 para. 1 AEOI Act.
Online form, in-house script, adviser – or meldbar?
What each route can do in January 2027, who sees your account data along the way, and what it costs.
| meldbar | Online form | In-house script | Adviser | |
|---|---|---|---|---|
| Schema 3.0 from January | yes – 2.0 and 3.0, testable today | yes, but not every field | only after a rebuild | yes |
| Check before upload | 59 of 65 rules, with code and remedy | no, the portal rejects | only what you program yourself | yes |
| Correction the following year | automatically from the registry | not possible: cancel, re-enter | your own bookkeeping of identifiers | yes, for a fee |
| Who sees your account data | you and the FTA | you and the FTA | you and the FTA | the adviser |
| Evidence for the file | check protocol as PDF (Pro) | the portal's confirmation | none | their report |
| Effort for 20 vehicles | one pass (client overview, Pro) | 20 × by hand | one run – if it runs | 20 engagements |
| Cost per vehicle and year | CHF 0 · Pro from CHF 120 | your time | development and maintenance | fee per vehicle |
For everyone who files reports on behalf of others.
Trust company with 30 vehicles
Every registry in one overview, every report that is due built in one pass, one check protocol per report for the file – and a price per vehicle that you re-bill.
Fiduciary with three PICs
Fill in the template, check, download the package, upload: an hour a year instead of an advisory engagement. Next year, adjust the same sheet – the correction writes itself.
Lawyer with one trust
Free, step by step, in your language. Every finding says what to do. No registration, no installation, no account.
Everything between your sheet and the portal.
Check like the portal
OECD schema 2.0 and 3.0, 59 of 65 rules of the technical guidance, character set, partner jurisdictions of the reporting year, IBAN/ISIN – every finding with FTA code, location and remedy, in your language.
Excel in, XML out
One template with four sheets, drop-down lists and notes. One click builds the CRS XML file with every identifier.
Encrypted for the FTA
The package is built exactly as section 3.3.1 of the guidance prescribes – AES-256, the FTA's public key, the right file name for test and production.
Corrections without headaches
The registry remembers what was sent. Next year, adjust the same sheet: changed accounts become corrections, removed ones cancellations, new ones a new report.
Understand the portal's answer
Paste the validation confirmation – every code is explained, and the registry knows whether the report was accepted.
Your data stays with you
No server, no analytics, no cookies. The check runs in your browser; a security policy forbids any other connection. Works offline after the first visit.
All error codes of the AEOI portal explained →
Five steps. No manual needed.
Keep scrolling – the steps move to the right.
Download the template
The Excel template from the app: one sheet for the institution, one for the accounts, one for controlling persons, one for payments.
Fill it in
In your Excel, as usual. Yellow columns are mandatory, lists show the permitted codes, every column explains itself in a comment.
Check
Drag the file into the app. Seconds later: green, or a list of findings – account, field, FTA code, what to do.
Build and encrypt
Open the registry, choose the FTA's key once, click "Build". The package is ready for the AEOI portal.
Upload and record the outcome
Upload in the portal as before. Paste the confirmation into the app – next year's corrections are prepared.
Your account data never leaves your computer. Guaranteed by the architecture, not just promised.
meldbar is a static web page without a server component. The check runs in your browser; a Content Security Policy forbids it any other connection – verifiable in the developer tools. The registry is a file that stays with you.
Free for everyone. Pro for the file.
Check protocol, client overview, support: CHF 120 per vehicle and year, minimum CHF 900 per organisation, unlimited users. Billed per vehicle, so you can re-bill it.
Basic
- Web app with every check
- Excel template, XML building, encryption
- Registry for corrections and cancellations
Pro
- Check protocol as PDF for every report
- Client overview and batch processing
- Support in the reporting season, rule changes within 30 days
Assisted first report
- One hour online: you build, we watch
- Every finding is explained before you upload
- Check protocol included
Ready for schema 3.0?
Open the app and check your first file. No account, no installation.
Open the app