Tax and Client Reporting Solutions
Streamline tax reporting with our end-to-end, system-agnostic solution. Automate cost basis and form reporting, reduce risk and achieve the industry’s lowest correction rates. Identify relief-at-source and tax reclaim opportunities, event eligibility, and insights through real-time dashboards and alerts
Consolidate tax reporting, withholding, and recovery into a single ecosystem
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Utilize one ecosystem for data intake, income reclassification, cost basis, and tax form output
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Run daily data processing and gain a view of tax forms throughout the year
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Process event-driven factors and apply payment adjustments on announcement
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Support cost basis reconciliations across every asset class with our Apex-Silver integration
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Automatically identify tax relief-at-source and reclaim opportunities with Xceptor’s intelligent integrated workflow
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Obtain full-audit tracking
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Handle complex transactions from corporate actions to wash sales
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Keep current with changing tax regulations
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Leverage an unparalleled depth and breadth tax reference data
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Ensure global tax compliance while automating processes to reduce risk and complexity
Master your compliance challenges
Expedite reporting with daily processing and real-time updates
Simplify data management, recipient verification, cost basis reconciliation, IRS and direct state reporting, and distribution via print and mail.
Increase efficiency with seamless integration
Utilize real-time cost basis analysis, on-demand visualizations, and a common data sourcing and management model with a full audit trail.
Eliminate the need for multiple vendors and solutions
Achieve greater flexibility and scale while minimizing infrastructure costs with streamlined deployment.
Simplify complex tax workflows
Automate and digitize global withholding to meet evolving regulatory demands and streamline compliance.
Tap into decades of tax expertise
Keep up with regulatory developments, experience world-class service, and gain essential industry insights from Broadridge tax-reporting experts.
What's next for your business?
Tax and Client Reporting Solutions FAQs
Tax and client reporting refers to the production of comprehensive, accurate documents that help investors understand account activity, income, and tax obligations.
We deliver automated, scalable solutions that help firms generate accurate reports, meet regulatory requirements, and deliver a better client experience. Increasingly, we are building intelligence into our solutions to help optimize tax decisioning.
Accurate reporting builds investor trust, reduces compliance risk, and streamlines year-end processes for both firms and clients. Harmonized data across asset servicing can drive better, tax-smart decisions.
Yes. Broadridge’s tax reporting solutions calculate and incorporate income reclassifications at year‑end to ensure accurate reporting for firms and end investors.
Tax reclaims are a critical part of asset servicing, helping clients maximize after‑tax performance and remain compliant across markets by ensuring investors recover excess withholding taxes on cross‑border income, improving investment returns. Broadridge supports efficient and effective tax reclaims through our tax technology, and with our xCeptor partnership.