Take Control of Your Tax and Regulatory Reporting

SIMPLIFY YOUR REPORTING

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

North America Tax Information Reporting
April 21, 2022
Take Advantage of Real-Time TIN Matching

Every 1099 form transmitted to the IRS has the potential to become a costly penalty; these penalties can be alleviated with proactive TIN matching. For organizations experiencing rapid growth, an influx of new contractors, distributors or service providers can be exciting, but fraught with risk as tax season approaches. Regardless of your business model and […]

North America Tax Information Reporting Unclaimed Property
April 19, 2022
Tax and Unclaimed Property for Mergers and Acquisitions

Mergers and acquisitions (M&A) have always been inherent in the financial institution landscape but have recently increased at an unprecedented pace. A recent Fortune.com article indicated a whopping $2.4 trillion in M&A deals in 2021, up 158% from last year. In February 2022, the FDIC prioritized policy updates to the 25-year-old Bank Merger Act in […]

North America Tax Information Reporting
April 6, 2022
Key Statutory Accounting and Reporting Changes for 2022

With the annual 2021 statutory filing season behind us, the focus now is on 2022 with all the accounting and reporting changes that it will entail. Do not be fooled into thinking that implementation of these changes will be effortless or without a time investment. Hopefully these items have been considered and addressed already. However, […]

North America Tax Information Reporting
March 30, 2022
IRS Clarifies Form 1099-K Reporting Changes for Crowdfunding Payments

Last week, the IRS released a Fact Sheet alerting taxpayers that received money through “crowdfunding” that they may need to pay income taxes on that donated income. The clarifications were also aimed at payers of crowdfunding payments obligated to issue and file Form 1099-K Payment Card and Third Party Network Transactions for those donation payments. […]

North America Tax Information Reporting
June 5, 2022
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