Tax Solutions Ecosystem
Strengthen and streamline a complex, multi-jurisdictional tax lifecycle from end to end
Manage the global tax compliance workflow confidently with a solution from the world's foremost provider of unrivaled insights and leading data and technology solutions.
This suite of integrated tax solutions gives you the capabilities you need today and the breadth and scalability you need for tomorrow's challenges. From due diligence to withholding to payment to reporting, the Tax Solution Ecosystem combines software, jurisdictional and financial data, consulting, and managed services to help you navigate the challenges, accelerate the workflow, and increase capacity where you need it most.
The Ecosystem advantage
- End-to-end interoperability and visibility
- Optimal data quality and consistency
- Data integration and ease of use
- Room to grow and economies of scale
- Complementary services and advisory
Solutions for every lifecycle stage
Enhance accuracy, visibility, and efficiency across the entire tax lifecycle with integrated software, data, consulting, managed services, and capacity augmentation for:
DUE DILIGENCE
Collect, validate, manage and store tax documentation and account details to streamline the onboarding process and establish the payee status. Tax documentation includes US Forms W-9, W-8, CRS Self-Certifications, local certificate of tax residence and other Relief at Source documentation.
WITHHOLDING
Withholding solution that calculates the appropriate rate of withholding tax based on payee status established.
Automatically create withholding profiles and manage withholding and relief at source across 44+ tax regimes.
PAYMENT
Record account-holder payment and tax details, identify and manage reclaims, and aggregate payment data for the account.
The system facilitates processing of reclassified dividend information and helps identify and adjustments across the entire account structure.
System also provides accurate reconciliation of payment data prior to filing year end reporting
REPORTING
Tax Information Reporting solution that enables compliance with US tax reporting requirements along with Automated Exchange of Information (AEOI) such as FATCA and CRS.
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.
Tax Industry Insights
Request Follow Up
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.