What is a tax report?

A tax report connects data, compliance, and clarity.

The Purpose

A tax report summarizes all relevant capital transactions for the year – essential for private clients to file tax returns across 30+ jurisdictions.

Why is it complex?

• Varying rules depending on country and tax year
• Different tax return filing deadlines
• Historical acquisition costs, market prices, and FX rates must be tracked
• Complex corporate actions impacting tax treatment
• Report formats and data mappings differ across banks

The value for clients

Transparency, legal certainty, and simplified tax filing – especially for complex international portfolios.

Hundreds of thousands of tax reports AND 40+ country-specific tax modules – always precise, compliant, and on time. For banks, it's peace of mind. For clients, it's confidence.📊