Tax

Full and automatic tax calculation and tax reporting to clients and authorities, according to the tax regulations of several European countries, including full support of German Abgeltungssteuer and Austrian Kest


    Capabilities

    Capabilities
    Product Taxation
    Full and automatic tax calculation for all products according to the relevant tax regulations, including calculation of Tax lots, FIFO ("Verbrauchsfolge"), LIFO, consideration of all kinds corporate actions for taxation

    OBS

    Capabilities
    Client Taxation
    Administration of tax exemptions (e.g. FSA, NV) and tax balances (e.g. accumulated losses), classification of clients (e.g. private, different types of corporations, foundations, charities etc.)

    OBS

    Capabilities
    Country-specific Tax reclaims
    Country specific tax tables incl. double taxation agreements, automatic tax reclaim for the following countries: BE*, CH*, DK, FR*, IT, IR, NO, AT, SP*

    OBS

    Capabilities
    Tax Reporting
    Regulatory tax reporting for clients, e.g. individual and yearly tax vouchers (e.g. German Jahressteuerbeschinigung and Erträgnisaufstellung); reporting to authorities, e.g. FATCA, CRS

    OBS

    Capabilities
    Capabilities
    Capabilities
    Tax Product Taxation Product Taxation Client Taxation Client Taxation
    Country-specific Tax Reclaim Country-specific Tax Reclaim Tax Reporting Tax Reporting
    Tax none none none none
    Placeholder none none

    Tax

    Full and automatic tax calculation and tax reporting to clients and authorities, according to the tax regulations of several European countries


      Capabilities

      Product Taxation

      Full and automatic tax calculation for all products according to the relevant tax regulations

      Client Taxation

      Administration of tax exemptions (e.g. FSA, NV) and tax balances (e.g. accumulated losses), classification of clients (e.g. private, different types of corporations, foundations, charities etc.)

      Country-specific Taxation

      Country specific tax tables incl. double taxation agreements, automatic tax reclaim for the following countries: BE*, CH*, DK, FR*, IT, IR, NO, AT, SP*

      Tax Reporting

      Regulatory tax reporting for clients, e.g. individual and yearly tax vouchers; reporting to authorities, e.g. FATCA, CRS