Take Control of Your Tax and Regulatory Reporting

2021 Intelligent Reporting Summit
The industry’s premier conference for information on emerging trends in tax, regulatory reporting and compliance


Reduce risks and simplify processes with a centralized solution

New economies are emerging, and employment and income models are shifting. These changes have created a greater sense of urgency for regulatory authorities to ensure that all potential revenue is accounted for and collected.

In response, they are demanding increased levels of detailed reporting and transparency with the potential to consume vast resources for those trying to manage these processes manually.

Tax and Regulatory Reporting Featured Solutions

Tax withholding (payroll and non-wage)

Software and managed services solutions for large complex financial institutions and corporations that improve the accuracy and efficiency of withholding tax payments and returns for payroll, state unemployment, 1099 backup and IRA tax withholding

1095 Affordable Care Act reporting

Software and managed service solutions for small to large complex employers, as well as health insurers, designed to reduce risk and simplify the complexity of IRS and state Affordable Care Act reporting

Statutory compliance

Software solutions for small to large insurers designed to improve operational efficiencies and improve data accuracy for NAIC annual and quarterly filings, state forms, and premium tax filings

AEOI/CRS reporting

Software solution for large, complex financial institutions with multi-jurisdiction presence designed to reduce risk and simplify FATCA and CRS reporting requirements globally.

Tax and Regulatory Reporting Products and Services

The Latest in Tax and Regulatory Reporting

IPT North America Tax Information Reporting
October 12, 2021
Sovos Unveils Browser-Based Interface for Statutory Reporting Solution

At our Insurance Regulatory Summit, we announced the launch of the Web App, a new browser-based interface for the Sovos Statutory Reporting solution. The Web App is an addition that can further help users  comply with statutory reporting and state filing requirements.  The Web App was created for and by Sovos users to deliver a […]

North America Tax Information Reporting Unclaimed Property
September 13, 2021
Unclaimed Property Due Dates by State

Unclaimed property due dates are spread across the calendar year and differ by state and holder/company type. Complicating matters even further, each state’s own unclaimed property rules and regulations are updated frequently. We’ve gathered state-specific information on unclaimed property due dates to help you stay on top of this changing information. The Sovos regulatory analysis […]

North America Tax Information Reporting
September 7, 2021
Sovos Acquires 1099 Pro to Extend SMB Support as U.S. Tax Reporting Rules Grow More Complex

Earlier today, Sovos announced it has acquired 1099 Pro, a California-based company that delivers tax information reporting software and services to tens of thousands of small and medium-sized businesses (SMBs), in addition to enterprise organizations. 1099 Pro has been a market leader for three decades, and it brings talented team members to Sovos to extend […]

Tax Information Reporting
September 22, 2021
Shareholder Services Association Conference | Sep 22-23 | Virtual

Stay in touch, stay informed and stay connected at the 2021 SSA Annual Conference. This year’s conference will be a virtual, online event, giving members the ability to participate in their slate of insightful educational sessions from the convenience of any internet-connected location. Join us at this conference and make sure to visit our virtual […]

North America Tax Information Reporting Unclaimed Property
August 24, 2021
How Accounting and Finance Teams Can Face the ‘Great Resignation’

As offices around the world begin to reopen after nearly 18 months of employees working from home, many buildings aren’t as full as they used to be. In fact, 2.7% of the workforce quit their jobs in June 2021 alone. This is caused in large part by what many are calling the “Great Resignation.” Finance […]