IGOR Help

Introduction

The Information Gateway Online Reporter (IGOR) is a system which enables financial institutions to submit to the States of Guernsey Income Tax Office the data required under the obligations placed upon them by legislation such as the US Foreign Account Tax Compliance Act (FATCA).

IGOR is comprised of a web portal which financial institutions can log into, and an application programming interface (API) with which they can integrate their systems. This document describes the web portal.

Browser requirements

Please ensure you are using an up to date web browser. Internet Explorer 9 or above, or the latest versions of Chrome or Firefox are required.

URL

Enter the following link in your web browser https://igor.gov.gg

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Registration

1. Register as a user of the system

  • Enter your email address, and enter a password. You will be asked to complete a CAPTCHA.Screenshot
  • You will receive an email with a link to click to confirm your email address.Screenshot

2. Log in

  • Enter your email address and password in the IGOR web siteScreenshot

3. Add an organisation

You use organisations to group your financial institutions.

  • To create an organisation, give it a name and enter a contact name, contact telephone number and postal address.
  • If wish you can create test organisations. Use test organisations for testing your systems. Reports submitted for financial institutions in test organisations are never forwarded to the destination country.
  • Test organisations, and financial institutions in test organisations, are shown with this symbol next to their name.Screenshot
  • To create additional organisations, click on +Add new organisationScreenshot

Under Settings your will find your API key. For report submission using the API, all financial institutions within an organisation share the same API key.

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4. Add one or more financial institutions

  • Click on + Add new financial institutionScreenshot
  • Select the type of reports the financial institution will submit, and search for it by GIIN or name (if it will be submitting FATCA reports), or type its name (if it will not be submitting FATCA reports).
  • Press SaveScreenshot

You will be unable to submit reports for a newly added financial institution until it has been authorised by Income Tax.

Financial institutions in test organisations can be used immediatley without authorisation by Income Tax, as reports submitted for these financial institutions are never forwarded to the destination country.

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Submitting reports

You may submit reports using the IGOR website using a web browser, or directly from your own systems using the API. Both methods report detailed validation errors, should the report you submit be invalid.

A log of error messages from previously submitted invalid reports, as well as a log of the full content of successful submissions, is available on the IGOR website.

Submitting reports using the API

Under Settings you will find your API key. For report submission using the API, all financial institutions within an organisation share the same API key.

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See the API documentation for information on integrating the IGOR API with your own systems.

Submitting reports using the web portal

  • Under Reports, click on Submit a report.Screenshot
  • Select the type of report you are submitting and upload your XML file.Screenshot

If your XML file is valid, confirmation of submission will be displayed, along with a report submission ID and a summary of the report contents.

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If your XML file is not valid, detailed error messages will be shown to enable to you resolve the problems and resubmit the report.

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Viewing submitted reports

A log of error messages from previously submitted invalid reports, as well as a log of the full content of successful submissions, is available.

  • Invalid reports are highlighted in red.
  • Valid reports which have not yet been forwarded show on white.
  • Valid reports which have been retracted (see below) are highlighted in yellow.
  • Valid reports which have been forwarded to the destination country are highlighted in green.

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  • Clicking on an invalid report will show the detailed error messages for the report.Screenshot
  • Clicking on a valid report will show a summary of the report contents along with the raw XML document. You can also retract the report (see below).Screenshot
  • Clicking on a retracted report will show the date and time at which the report was retracted.Screenshot
  • Clicking on a report which has been forwarded to the destination country will show the date and time at which it was forwarded.Screenshot

Retracting reports

If a report has been submitted erroneously you may retract it.

Retracting a report prevents it from being forwarded to the destination country. A record of the report will be retained within IGOR, but the contents of the report will not be retained.

  • You may retract a report at any time before it has been forwarded to the destination country.
  • Once a report has been forwarded you may no longer retract it; instead, submit a correction report. Correction reports are submitted in the same way as standard reports; the format of the report XML document for a correction report is described in the standards for each reporting type.

To retract a report:

  • Tick the checkbox to confirm that you wish to retract the report.
  • Press the yellow button Retract report.

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Managing organisations

Under Settings you can manage the users for your organisation, its name and contact details, and its API key.

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Adding and removing users

All users of an organisation can manage financial institutions, view and submit reports, edit the organisation name and contact details, reset the API key and add or remove other users from the organisation.

To add a new user:

  • Enter the new users email address, and press +Add user.

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If the new user is already registered with IGOR they will be granted access to the organisation immediately, and notified by email.

If the new user is not already registered with IGOR they will be sent an email with a link to click to confirm their email address. They will be granted access to the organisation once they have confirmed their email address.

To remove a user:

  • Press the -Remove user button next to the email address of the user you wish to remove.
  • Press the red Remove button to confirm.

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Modifying organisation name and contact details

  • Enter the new details.
  • Press Save.

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Generating a new API key

You may generate a new API key at any time

Warning! Generating a new API key will revoke access for any systems using the current API key. These systems will not be able to use the IGOR API until they are updated with the new API key.

To generate a new API key:

  • Press ▶ Generate new API key.
  • Tick the checkbox to confirm that you wish to generate a new key.
  • Press the red button Generate new API key.
  • Update your systems with the new API key.

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XML Files

The system identifies the FI through the XML content. You do not need to select an FI when submitting an XML file manually.

The GIIN number needs to be used and not the TIN. The GIIN needs to be in the SendingCompanyIN element in the MessageSpec. There is no requirement for the GIIN to be included anywhere else in the file.