User Guide Portal

User Guide Portal
Published February 2014 All rights reserved. No part of this publication may be produced or transmitted in any form or by any means, including photocopying and recording, without attributing the publication to the Accounting and Corporate Regulatory Authority (ACRA) of Singapore and shall be restricted to non-commercial use only.
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Contents
1. Introduction .............................................................................................................................................. 1 1.1. Document Conventions ..................................................................................................................... 1 1.2. Portal Conventions............................................................................................................................. 2 1.3. Acronyms and Abbreviations ............................................................................................................. 3 1.4. General Layout of the Portal.............................................................................................................. 4 1.5. Access to the BizFinx Portal ................................................................................................................ 6
2. BizFinx Portal ............................................................................................................................................. 9 2.1. Home Page ......................................................................................................................................... 9 2.2. Download the BizFinx Preparation Tool ........................................................................................... 10 2.2.1. Public User ................................................................................................................................ 10 2.2.2. SingPass User ............................................................................................................................ 14 2.3. Validate and upload XBRL Financial Statement ............................................................................... 15 2.3.1. Public User ................................................................................................................................ 15 2.3.2. SingPass User ............................................................................................................................ 19 2.3.3. View History (for SingPass User only) ....................................................................................... 27 2.4. Subscription (for Public User only) .................................................................................................. 32 2.5. My Profile (for SingPass User only) .................................................................................................. 34 2.6. Free Data Analysis............................................................................................................................ 35 2.6.1. Public User ................................................................................................................................ 36 2.6.2. Company Officers...................................................................................................................... 38 2.7. Exemption Request .......................................................................................................................... 44 2.7.1. Public User ................................................................................................................................ 44 2.7.2. SingPass User ............................................................................................................................ 48 2.8. Help .................................................................................................................................................. 50 2.8.1. Public User ................................................................................................................................ 50 2.8.2. SingPass User ............................................................................................................................ 51
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1. Introduction

The Accounting and Corporate Regulatory Authority (ACRA) provides the BizFinx portal for companies to
validate and upload their XBRL financial statements, for filing as part the Annual Return in accordance with the revised XBRL filing requirements and ACRA taxonomy. The portal is part of the new BizFinx filing system comprising the online portal and the offline BizFinx preparation tool. Companies can prepare their XBRL financial statements offline using the BizFinx preparation tool, and then upload their XBRL financial statements onto the BizFinx portal for submission as part of the Annual Return.

1.1. Document Conventions
The following table explains the document conventions used in this User Guide:
Table 1: Document Conventions

Convention

Description

Bold Hypertext Blue

User Interface text including titles of labels, buttons, menus, options, and dialog boxes.
A link to a topic.
Note: Additional information, for example an alternate method to perform a task.
Tip: Suggestion, for example a preferred method to perform a task.

Caution: Critical advice, for example a warning to indicate implication of action.

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1.2. Portal Conventions
The following table explains the conventions used in the BizFinx portal:
Table 2: Portal Conventions

Convention

Description
The asterisk sign denotes a mandatory field in BizFinx. Such fields cannot remain blank and require user input for further action. For example, you must enter a valid e-mail ID in the Email AThdidsriessasbfiuetltdo(nshsotywlen. Cinlitchkeinagdajabcuetnttoncoeluxemcnu)tetos tphreoceed wreiqthuitrheed rceosmpemcatinvde.process in the portal. For example, you can click the Submit button to save related details onto BizFinx portal.
This is a user-entry text field. You can enter required details in this field.

This is a drop-down list. You can select a pre-defined item from the drop-down, as required.

This is a dialog box that allows you to select a file by
clicking Browse and upload the required file from a source location to BizFinx.

This is a check box. You can select this check box to perform a selection or clear the check box to clear the selection.

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1.3. Acronyms and Abbreviations
The following table provides the expansion of various terms used in this User Guide:
Table 3: Acronyms and Abbreviations

Acronym/Abbreviation

Expansion

ACRA

Accounting and Corporate Regulatory Authority

AGM

Annual General Meeting

AR

Annual Return

CSP

Corporate Service Providers

FS

Financial Statements

FSH

Financial Statements Highlights

FYE

Financial Year End date

NOE

Notice of Error

PB

Professional Body

SSIC

Singapore Standard Industrial Classification

UEN

Unique Entity Number

XBRL

eXtensible Business Reporting Language

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1.4. General Layout of the Portal
This section helps you understand the general layout of a web page in the BizFinx portal. The BizFinx portal generally has three sections: Top section The BizFinx logo is displayed in the top-left part of the portal. This section consists of the Singapore Government logo on the top-right part of the page. It also contains links such as FAQs, Feedback and Contact, which open as separate windows on ACRA corporate Web site. There is a search box in which you can enter keywords to search for information within the BizFinx portal. You can also use the Text Size “+” and “-“ symbols to adjust the text size. This section also displays the SingPass login / logout button, and the Main Menu with tabs to access key functions of the BizFinx portal. Figure 1 shows the top section boxed up in a red box.
Figure 1: Top section of BizFinx Portal
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Middle Section
The middle section displays web page details when you access functions in the main menu. For example, Figure 2 shows the registration form for users without SingPass login to download the BizFinx preparation tool.

Bottom Section

Figure 2: Middle Section of BizFinx Portal

The bottom section contains links to other useful Web sites such as BizFile and ACRA, which open in new windows. There are also external links for you to follow ACRA on social networking sites. You can find the portal’s copyright information and recommended browsers and models on the bottom left part of this section.

You can also find links to read the Terms of Use and Privacy Statement of the BizFinx portal. Furthermore, you can click Rate this site to participate in a survey for rating the usability of the BizFinx
portal. Figure 3 shows the bottom section boxed up in a red box.

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Figure 3: Bottom Section of BizFinx Portal
1.5. Access to the BizFinx Portal
The BizFinx portal can be assessed by two users groups:
 Public Users: general public who have NOT logged onto the BizFinx portal using SingPass.  SingPass Users: users who have logged onto the BizFinx portal with SingPass ID. These users can
be company directors, company secretaries, members of professional firms, and any other users with SingPass credentials. Compared with Public Users, SingPass users have access to additional functions of the BizFinx portal such as:
o Viewing the filing history associated with your SingPass ID and selected role o Uploading XBRL financial statements o Generating a data analysis report based on your choice of peer companies o Creating your own user profile on the BizFinx portal
Below are the steps to log onto BizFinx as a SingPass user:
1. Open the URL https://www.bizfinx.gov.sg and click Login via SingPass. You will be navigated to the page for SingPass login.
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Figure 4: Login Page
2. Enter your username in the SingPass ID field and password in the SingPass field. 3. Click Submit. You will be navigated to a page to select the role for your login.
Figure 5: Selection of User Role
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4. After selecting your login role, you will see View History page shown by default.
Figure 6: View History Tab If you log onto the BizFinx portal for the first time, you will be navigated to the My Profile page. You will be asked to fill your personal particulars such as name and email, so that you don’t have to fill in this information again, e.g. for receiving validation results in your email. If your Web page stays idle for a long time, BizFinx portal will display a message for timeout as shown
in Figure 7. You can click OK to continue your session; otherwise you will be logged out of the
portal.
Figure 7: Timeout Message
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