Tax information reporting


Ensuring accurate reporting to clients and tax authorities

The fight against tax evasion by the world's governments, who are pushing for greater tax transparency, has led to the introduction of automatic exchange of customer information by financial institutions to tax authorities.

Companies need to be able to interrogate, consolidate and transmit huge amounts of sensitive data quickly, easily and in a secure and auditable form to tax authorities and customers. Clients want tax articulate reports so that they can complete tax returns easily and accurately.

We recently acquired software company Ellis Financial Systems Ltd to help financial services firms meet these significant new challenges. For more information, please watch this short animation.

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We can add value to your business

Automatic Exchange of Information (AEoI) Reporting: A complete global reporting solution for CRS, FATCA and CDOT

What is Automatic Exchange of Information (AEoI) Reporting?

The World's governments are pushing for greater tax transparency, this has led to the introduction of automatic exchange of information (AEoI) by financial institutions to tax authorities. Our AEoI Reporting is a technology platform that enables companies to interrogate, consolidate and transmit large amounts of sensitive data quickly, easily and in a secure and auditable form to tax authorities and customers. It can: 

  • Consume client data through multiple integration/delivery methods 
  • Validate and aggregate data to prevent delays or submission failures 
  • Provide clear management reports 
  • File in every jurisdiction 
  • Provide technical accuracy and monitoring through local offices 
  • Produce an auditable trail 
  • Quickly and effectively update complex tax rule changes and build new functionality 

For further information contact us.

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Multi Jurisdiction Tax Reporting

What is it?

Multi lingual and multi-currency tax reports for your customers in the same format as their local tax authority returns.

How can it add value to your business?

Ensures you are doing all you can to ensure your customers' continued tax compliance.  By charging or these reports you can add profits to your business.

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UK Tax Reporting

What is it?

Tax reports in the format of an HMRC tax return for your customers, uniquely with accurate capital gains calculations at client rather than account level. Ongoing updates via PwC's global tax network

How can it add value to your business?

Helps your customers be compliant more easily, enhancing your reputation with them. By charging or these reports you can add profits

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'What If' Scenario planning

What is it?

A tool that can give the tax implications of potential investment decisions to ensure that tax efficiency is factored into purchase and sale decisions.  

How can it add value to your business?

Used to support better quality customer interaction by investment managers.

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CG Calc

What is it?

A technically accurate capital gains calculation engine with wide asset coverage.

How can it add value to your business?

Ensure that you have access to accurate capital gains figures.

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Other Regulatory Reporting

What is it?

Any type of tax related regulatory reporting is either handled or can be developed. Current coverage includes BBSI, EU Savings Directive and Rubik reporting

How can it add value to your business?

Releases your resources by automating and outsourcing these reporting requirements.

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Contact us

Stephen Camm
Partner
Tel: +44 (0)771 073 7703
Email

Paul Beeson
Director
Tel: +44 (0)781 206 9717
Email

Toby Ward
Business development manager
Tel: +44 (0)780 265 8781
Email

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