Tax Information Reporting—International

Broadridge's international tax reporting solution creates income statements to support your clients’ country-specific tax returns for income relating to savings, investments and capital assets.

The service receives data directly from your host back office systems, and provides segregated reporting for income and expenditure originating from:

  • Interest – current account, deposit accounts & savings
  • Securities income – coupons, dividends, accrued interest & trading profits
  • Fees – custody fees, account commission & debit interest

The service can amalgamate reportable information for all countries through a single standard interface, and is available in multiple languages and with country-specific rules for reporting in a growing range of jurisdictions including Germany, France, Italy and Spain to meet your clients’ national tax requirements.

German domestic tax services (FITAS)

The FITAS product suite covers mandatory fiscal needs in Germany, or for banks whose customers report to German tax authorities. It generates income statements, tax certificates, reclaims, “Jahresbescheinigung” (a tool to fill out the annual tax declaration of the account owner) and also provides an “Erträgnisaufstellung”, a list of all revenues generated by an account or portfolio.

Weitere Informationen zu FITAS auf Deutsch finden Sie hier


Contact us Blue Arrow Right

To speak with our experts, call us or fill in the form below.

* Please select one:

* Indicates a required field

News & Related Content

Link
Tax Resources

Information and news to help you effectively navigate and comply with ever-changing tax laws

Download FATCA Compliance Whitepaper

Final Regulations for Basis Reporting

Learn about the third and final implementation phase of the cost-basis reporting law contained within the Energy Improvement and Stabilization Act of 2008.

Top of Page