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TAX SOLUTIONS

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Learn more about Tax Solutions
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DELIVERING COMPREHENSIVE, GLOBAL SOLUTIONS DESIGNED BY INDUSTRY EXPERTS



Tax Solutions by S&P Global was 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. 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.

From QI and FATCA to CRS due diligence, Section 871(m), Section 305(c), and
other regulatory requirements, Tax Solutions helps you achieve timely and
accurate regulatory compliance including validation of Forms W-8, W-9, KYC
documents and self-certifications, withholding rate calculations, GIIN/TIN
matching and information return reporting. Our technology teams deliver
quarterly system upgrades to continuously address the constantly evolving tax
environment. This is all backed by our team of dedicated professionals who can
assist with onboarding and outsourcing to save critical time and resources.



Simplify your tax compliance and due diligence processes
REQUEST INFORMATION
Maximizing Global Cross-Border Investment Returns The path to unlocking
unclaimed withholding tax reclaims and utilizing relief at source
READ BLOG
Request a no-obligations demo of Tax Solutions to see how you can address you
compliance needs
LEARN MORE

--------------------------------------------------------------------------------


OUR APPROACH TO TAX OPERATIONAL COMPLIANCE

TECHNOLOGY

 * Onboarding and Tax Validation software: Configurable hosted solutions for
   financial institutions and corporates to collect, validate and maintain tax
   form information across U.S. tax, FATCA and AEOI CRS
 * 
   
 * Intermediary Processing System (IPS): U.S. Chapter 3 intermediary structure
   management and payment allocation module
 * 
   
 * Withholding Module: U.S. Chapter 3 & 4 withholding calculator and real-time
   payment processing engine
 * 
   
 * Information Reporting: Forms 1042-S, 1099, FATCA (8966 & Model 1 IGA), AEOI
   CRS, TRACE and DAC-6 reporting application
 * 
   
 * Transactional Taxes: FTT, 871(m) and 305(c)





CONSULTING

 * We provide advisory services relating to compliance with the OECD AEOI
   regime, U.S. tax withholding, and information return reporting, QI periodic
   reviews and QI/FATCA/AEOI compliance health checks
 * 
   
 * Our key people are also members of the various working groups – OECD, AEOI,
   and IRS Business advisory working groups and local governmental Industry
   Groups
 * 
   
 * Subject Matter Experts from industry, accounting firms, and public sector
   with global footprint
 * 
   
 * We have a proven track record with the IRS and extensive experience with IRS
   audits, periodic reviews and remediation efforts





MANAGED SERVICES

 * Tax form validation: 80,000+ IRS Forms W-8/9 and 20,000+ CRS
   Self-Certification Forms per month
 * 
   
 * Withholding rate calculations
 * 
   
 * GIIN/TIN matching
 * 
   
 * Tax Reclaims services
 * 
   
 * Information return generation and filing: Forms 1099, 1042/1042-S, 8966,
   FATCA Model 1 IGA, CRS filings, DAC-6, and TRACE
 * 
   
 * Client outreach and printing / mailing services
 * 
   
 * Staff Augmentation for tax operations groups





--------------------------------------------------------------------------------


VIEW OUR HOLISTIC SUITE OF SOLUTIONS AND SERVICES DESIGNED TO TRANSFORM YOUR TAX
AND COMPLIANCE OPERATIONS

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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.
Learn more


INTERMEDIARY PROCESSING SOFTWARE (IPS)®

Facilitating compliance with Section 1441 rules and FATCA regulations
Learn more


TAX WITHHOLDING

Enabling financial institutions to analyze tax data elements and provide the
correct withholding rate for Forms 1099 and 1042-S
Learn more


TAX RELIEF AT SOURCE

Automate the process of identifying and applying the most efficient tax
withholding rate across 40+ global jurisdictions.
Learn more


SECTION 871(M)

Comprehensive Tool, Pre-Trade Screening Tool and Issuer Distribution Solution to
solve any Section 871(m) needs.
Learn more


TAX RECLAIMS

Managing the entire tax reclaim lifecycle and end-to-end due diligence,
withholding and reporting.
Learn more


TAX RECONCILIATION

Automating the tax reconciliation process in a single end-to-end system.
LEARN MORE


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.
Learn more


COST BASIS

Providing end-to-end cost basis calculations and reporting
Learn more


MANAGED SERVICES

Managed Services for Network and Regulatory Solutions
Learn more


ASIA PACIFIC FATCA & CRS UPDATES

Follow this site to understand FATCA & CRS developments and deadlines that
impact Asia Pacific, while keeping an eye on global regulations that may impact
your business.
Learn More

00:04

02:09









 



INTRODUCING S&P GLOBAL'S ELECTRONIC W8 PLATFORM

WATCH THE VIDEO
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--------------------------------------------------------------------------------

Articles and Blogs
View All
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Blog Apr 01, 2024

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Source

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Reporting

--------------------------------------------------------------------------------

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