CRS & FATCA Deadline: Are You Ready for 30 June 2025?

As the 30 June 2025 CRS and FATCA reporting deadline approaches, Trust and Corporate Service Providers (TCSPs) and Family Offices are once again facing the pressure of ensuring timely, accurate submissions across multiple jurisdictions.

At Reporting Services, we know how demanding this season can be – especially when classification work builds up, internal resources are stretched, and the regulations continue to evolve. That’s why we’re here, as always, to support you.

Whether you need a second pair of eyes, classification services for all your client entities, or a simple sense check on your current processes, our team is ready to help you stay compliant, reduce risk, and avoid last-minute stress.

But we also know you’re not just thinking about this year. You’re thinking about next year – and the year after that. That’s why we’re excited to introduce Classifi, our powerful new CRS & FATCA classification automation tool, built on Reporting Services’ proprietary system and years of hands-on experience in the field.

What is Classifi?

Classifi is a purpose-built tool designed specifically for TCSPs and Family Offices. It replicates the structure and logic of our proven manual process but faster, more consistently, and with fewer errors. It’s automation with expert DNA.

Why use Classifi?

• Save Time – Significantly reduce the hours spent on classification work
• Increase Accuracy – Minimise risk with logic that mirrors regulatory guidance
• Stay Audit-Ready – Maintain a clear digital trail for every classification decision
• Boost Confidence – Use a system trusted by compliance professionals
• Scale with Ease – Whether you’re handling 10 or 1,000 entities, Classifi keeps up!

This reporting period doesn’t have to be another round of spreadsheet stress.

If your current classification process involves multiple spreadsheets, version confusion, and hours of manual review, you’re not alone, but there is a better way. Classifi replaces cumbersome spreadsheets with a structured, logic-driven workflow that feels familiar but performs like a compliance upgrade. It’s well and truly time to say goodbye to clunky templates and hello to clarity, speed, and peace of mind.

You can find out more about Classifi by heading to the page here.

As we head into the reporting season, many of our clients are already preparing with our help, and looking ahead to 2026 with a smarter, more scalable approach in place.

If you’d like to learn more about how Reporting Services or Classifi can support you ahead of the 30 June deadline, we’d love to hear from you.

Whether it’s a quick conversation or a software demo, we’re here to help.

Let’s take the pressure off – together.