IDES Interactive Knowledge Base

Step 2 Compress the XML File

Last Updated: Jul 26, 2016 02:10PM CDT
Step 2 - Compress the XML File

The XML file “[FATCAEntitySenderId]_Payload.xml” should be compressed using a compatible compression utility and the standard Deflate compression method.
Tools Version Host System
WinZip 17.5 Windows
7-Zip 9.2 Windows or Linux
Windows built-in zip utility N/A Windows
Linux/Unix standard zip utility N/A Linux/Unix
Apple built-in archive utility MAC OS X 10.3 and later MAC

Table 3- Recommended Compression Tools based on compression testing and supported algorithms.
Compress XML File:
Process Descriptions File Naming Convention
Compress XML File
  • The compressed file “zip” is the file extension used by the compression tool or library.
  • Other tools may be used but the compression method must be recognized by one of the five tools or libraries for the file to be successfully processed.
  • If the file is not recognized or processing fails, the file will be rejected. The sending partner will receive a notification that explains the reason for the transmission failure and how to modify and resubmit the file.
  • The file name is “”. The file is case sensitive and any variation in file name or format will cause the transmission to fail.
  • Note: The current supported compression is ZIP compression using the standard Deflate compression method.

‚ÄčTable 4 – Process to compress a file.


1 - General information about ZIP files.

2 - How File Compression Works
3 - FACTA IDES Technical FAQ
4 - FATCA XML Schema and Business Rules for Form 8966
5 - FATCA FAQ General


Oracle Java Documentation “Compressing and Decompressing Data Using Java APIs  package allows you to read, create, and modify ZIP and GZIP file formats.
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