Tax Solutions
Comprehensive Global Tax Solutions
Through our secure electronic exchange, you can reduce the resource burdens of tax, onboarding, and accounts payable teams while creating the efficiencies necessary to manage an ever-increasing scope of compliance processes.
Designed by a team of leading industry experts to deliver comprehensive outsourcing and technology solutions for the global marketplace. No matter which jurisdiction or regulatory obligation your business encounters, Tax Solutions enables customers to scale and streamline tax compliance processes.
Our Approach
Technology
Configurable hosted solutions for financial institutions and corporates to collect, validate, and maintain tax form information across US tax, FATCA, and AEOI CRS.
Consulting
We provide advisory services relating to compliance with the OECD AEOI regime, US tax withholding, and information return reporting, QI periodic reviews and QI/FATCA/AEOI compliance health checks.
Managed Services
Scale and streamline increasingly complex tax processes to maximize compliance and minimize costs. Streamline form validation, withholding rate calculations, and information return reporting.
View Our Tax Solution Suite
Tax Onboarding and Due Diligence
End-to-end, web-based and hosted tax onboarding and operations management solution ecosystem to solve al U.S. tax and AEOI needs.
Tax Withholding
Enabling financial institutions to analyze tax data elements and provide the correct withholding rate for Forms 1099 and 1042-S
Tax Relief at Source
Automate the process of identifying and applying the most efficient tax withholding rate across 40+ global jurisdictions.
Tax Reclaims
Managing the entire tax reclaim lifecycle and end-to-end due diligence, withholding and reporting.
Tax Reconciliation
Automating the tax reconciliation process in a single end-to-end system.
Tax Reporting
Enabling withholding agents to generate the appropriate information returns for submission to both the IRS as well as home country tax authorities for both FATCA and CRS reporting purposes.
Intermediary Processing Software (IPS)®
Facilitating compliance with Section 1441 rules and FATCA regulations
Section 871(M)
Comprehensive Tool, Pre-Trade Screening Tool and Issuer Distribution Solution to solve any Section 871(m) needs
Tax Industry Insights
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Discover how our innovative technology and expert insights can simplify your tax compliance and due diligence processes. Request a demo to unlock the potential for greater efficiency and accuracy in managing your tax obligations.