Tax Management

Tax Management

Managing tax operations is a difficult balancing act to keep pace with seasonality, regulation changes such as FATCA, and technology upgrades. The benefits of keeping tax functions in house no longer outweigh the risks.

Now you can leverage Broadridge’s people, automated technology, and experience to quickly and cost-effectively manage your firm and clients’ tax needs. Broadridge Tax Management Services combine advanced technology and operational expertise to deliver a comprehensive tax solution.

  • A world class, real-time platform consolidating tax reporting across business lines and integrated with cost basis data sources
  • Operations personnel with unparalleled expertise and knowledge of local markets and regulatory practices
  • Centers of excellence, providing industry best practices and compliance support
  • End-to-end support from data capture, analysis and transaction processing to print distribution, electronic delivery and archive
  • ISO27001 certification to protect client privacy and data integrity

Staffing Risk Reduction

Reverse the trend of diverting staffing and funding from core business functions  to simply remain compliant. Broadridge’s comprehensive Tax Solution reduces seasonal risk by providing year round experienced staff coupled with extensive global tax knowledge; therefore, eliminating, knowledge gaps during staff transitions or vacations.

Stay in Step with Changing Regulations

Staying current on constantly changing tax and avoiding costly fines and penalties can be an administrative burden for a company of any size. Rely on Broadridge to ensure your reporting reflects current legislation at federal, state and local levels. We monitor over 400 jurisdictions, including Puerto Rico and Canada, and offer reporting capabilities for all Forms—1099, 1098, 5498, W-2 and 1042-S.

Better, More Efficient Customer Communications

You can achieve consistent 30% annual savings on service, print, mail and technology costs with our tax services. We can help minimize corrections, promote e-delivery and consolidate forms to reduce the number of tax season mailings. You can also integrate advanced tax-reporting capabilities with your advisor desktop and provide clients with consistent tax-related statements, online applications and on-demand print, view and data downloads.


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