Prepare reports for US Bureau of Economic Analysis and Census Bureau with Corporate Regulatory Reporting

From Corporate Regulatory Reporting, you can prepare multiple forms for the United States Bureau of Economic Analysis (BEA) and US Census Bureau.

Supported forms

Corporate Regulatory Reporting automatically includes the fields and requirements for multiple forms for the BEA and US Census Bureau.

BEA
Census Bureau

Form	US Reporter	Data reported
BE-11A: Annual Survey of US Direct Investment Abroad	US company with a direct or indirect ownership of at least 10% in a foreign business — or foreign affiliate Note: US companies with over $300M total assets, sales, or net income must file the full form; otherwise, only certain sections are required.	Financial and operating data for the entire consolidated US company and its foreign affiliates
BE-11B: Annual Survey of US Direct Investment Abroad	US company with direct or indirect majority ownership — over 50% — of a foreign affiliate that either: Has at least $60M in assets, sales, or net profit Is the parent organization of another entity reported on BE-11B or BE-11C	Financial and operating data for the majority-owned foreign affiliate: Assets, sales, revenue, and net income after foreign taxes Employee compensation and benefits
BE-11C: Annual Survey of US Direct Investment Abroad Note: As of 2025, BEA no longer requires the annual filing of BE-11C for minority-owned affiliates.	US company with direct or indirect minority ownership — 10% to 50% — of a foreign affiliate that either: Has at least $60M in assets, sales, or net profit Is the parent organization of another entity reported on BE-11C	Financial and operating data for the minority-owned foreign affiliate: Assets, sales, revenue, and net income after foreign taxes Employee compensation and benefits
BE-11D: Annual Survey of US Direct Investment Abroad	US company that is the parent organization of a foreign affiliate that both: Was established or acquired during the reporting year Has $25M to $60M in assets, sales, or net profit	Financial and operating data for the foreign affiliate, including its assets, sales, and income
BE-125: Quarterly Survey of Transactions in Selected Services and Intellectual Property with Foreign Persons	US company with either: At least $60M in sales of intellectual property (IP) rights or select service categories to foreign entities At least $40M in purchases of IP rights or select service categories from foreign entities	Financial data — including total sales and purchases by service and country — and details of the services and IP covered
BE-577: Quarterly Survey of US Direct Investment Abroad	US company that has direct transactions or positions with a foreign affiliate in which it has direct or indirect ownership of at least 10% voting interest	Financial data, including income and dividends, intercompany debt, equity transactions, and accounting adjustments

Form	US Reporter
Quarterly Financial Form (QFR)-200(MT)	Manufacturing, mining, wholesale trade, and retail trade
QFR-201(MG)	Manufacturing corporations
QFR-300(S)	Information services; Professional, scientific, and technical services
Quarterly Services Survey (QSS)-1A	Company respondents in Information services; Professional, scientific, and technical services; or Administrative and support and waste management and remediation services
QSS-1E	Respondents in Information services; Professional, scientific, and technical services; or Administrative and support and waste management and remediation services who report under an Employer Identification Number (EIN)
QSS-2A	Company respondents for Hospitals
QSS-4A	Company respondents who report only revenue figures
QSS-4FA	Company respondents who report revenue for Finance and Insurance activities
QSS-5A	Company respondents who report revenue and admissions for Art, Entertainment, and Recreation

Step 1. Start report

Note: Before you start a report, a Workspace Owner must first set up its type to specify its agency and form. To learn more, view Set up Corporate Regulatory Reporting.

To create a report for BEA or Census Bureau:

From Corporate Regulatory Reporting, select Reports.
For the applicable report type, click Add forms to set up the forms for the entities included in the report.

Tip: If your workspace has Workiva AI enabled, it can suggest the applicable forms based on each entity's characteristics.
To begin to prepare the forms' responses, click Start report to specify the report type as well as it start and due dates and imported source files.

Step 2. Import or prepare data

To prepare the forms' responses, you can:

Import source files to automatically populate fields with data from another application
Manually prepare responses through direct entry or data collection tasks

Import source data
Manually prepare data

To help automate data collection, you can import data for a report — such as from your Enterprise Resource Planning (ERP) system or another source — from Source data.

When you import a source file, you specify its report and map its data to the respective fields of the forms. To learn more, view Import source data for Corporate Regulatory Reporting.

Note: Imported data populates the respective fields of your reports as-is. Perform any transformation of the source data – such as to convert date formats or round large amounts to thousands — before you import.

For fields not automatically populated based on Settings or imported source data, you can manually enter or collect responses from Reports:

Note: To help automate data collection, each report includes a Process. A Workspace Owner must first set up the Process, including its due date, Owner, and default assignees.

To enter responses, select Edit from the form's menu, and complete its fields as necessary.

Note: BEA forms automatically validate responses to ensure they meet agency requirements, such as for date formats or number ranges and decimal places. If an error appears, edit its response as necessary. For information about a field's required format, refer to its BEA form instructions.

Tip: For BE-125, you can add and remove Schedule entries as blocks within the form.
To collect responses through the report's Process, open the entity's form, then click Manually collect data to send tasks to its fields' assignees.

To learn more, view Prepare responses for Corporate Regulatory Reporting.

Tip: From Reports, you can view how many required fields of each form need a response. When all required fields have responses, the form's status updates to Ready.

Step 3. Generate submission

When a report is Ready, generate its submission files — such as a portable document file (PDF) or comma-separated values (CSV) file — from Reports, then submit them to the BEA or Census Bureau.

Note: Submit your report with the agency at least a few days ahead of the due date, so they can review your submission and request any corrections.

Generate the applicable submission files:
- To generate a PDF of a form, select Generate PDF from its Actions, then click Download filing PDF.
- To generate a CSV file for a report's submission, select Generate submission CSVs from the report's menu, then click Download submission CSVs.
  
  Tip: To create a ZIP archive the CSVs generated for BE-11, select Generate filing file from the report's menu.
Sign into the BEA eFile System or Census Bureau Respondent Portal, then submit the files to the agency.

Note: The agency emails a confirmation when they receive your completed submission. Retain this email as proof of submission for audit purposes.

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