Global Tax Reclaim Reporting

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

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