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Tax Information Reporting Services


Tax Information Reporting Services

Manage all of your year-end tax information reporting obligations through one integrated system with Tax Information Reporting Services which can be incorporated into your current process. Securities are identified by categories (REIT/RIC, UIT, REMIC, OID) and the resulting lists distributed so that you can match the CUSIP list to the holders of the security. Next, the holders and CUSIPs are matched against the ‘rates’ or ‘factors’ to create a ‘reportable’ number for you to incorporate directly into your year-end system.

Learn about our Tax Allocation Management Solution