![](http://www.popsoft.com.hk/blog/wp-content/uploads/2023/12/CRS_sb200-1.png)
![](http://www.popsoft.com.hk/blog/wp-content/uploads/2023/12/IND2.png)
![](http://www.popsoft.com.hk/blog/wp-content/uploads/2023/12/IND3.png)
Step1. import new / update record from back-office
![](http://www.popsoft.com.hk/blog/wp-content/uploads/2023/12/import-client_from_Sb1.png)
Step1. check all custom are filled and select green color in CRS status.
- custom information
- jurisdiction residence , Tin number
- import GSB data for csv (CRS202212.CSV)
- Dividends (501)
- Interest (502)
- Gross Proceeds from Sales (503)
- Other Income (504)
- Account Balance & stock value (505)
![](http://www.popsoft.com.hk/blog/wp-content/uploads/2023/12/import-client_from_Sb2.png)
Step 2, when the customs are marked the color to green. it is for export csv file to SB201
![](http://www.popsoft.com.hk/blog/wp-content/uploads/2023/12/crs_export_Csv-to-sb201-1.png)
- select view All Record(s)
![](http://www.popsoft.com.hk/blog/wp-content/uploads/2023/12/viewallrecord1.png)
![](http://www.popsoft.com.hk/blog/wp-content/uploads/2023/12/viewallrecord2-1024x153.png)
Step3. Select years for export CRS.
![](http://www.popsoft.com.hk/blog/wp-content/uploads/2023/12/crs_export_Csv-to-sb2011-1.png)
Step4 . import CRS_out_yyyymm.csv to SB201
![](http://www.popsoft.com.hk/blog/wp-content/uploads/2023/12/Crs_Data_uploader1.png)
Step5. select Report for Data FFI(SB-201)
![](http://www.popsoft.com.hk/blog/wp-content/uploads/2023/12/Crs_Data_uploader2.png)
Step6. select CRS_out_202212.csv
![](http://www.popsoft.com.hk/blog/wp-content/uploads/2023/12/crs_export_Csv-to-sb2012.png)
![](http://www.popsoft.com.hk/blog/wp-content/uploads/2023/12/Crs_Data_uploader3.png)