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Tax Solutions

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Delivering comprehensive, global solutions designed by industry experts

Tax Solutions by S&P Global was designed by a team of leading industry experts to deliver comprehensive outsourcing and technology solutions for the global marketplace. No matter which jurisdiction or regulatory obligation your business encounters, Tax Solutions enables customers to scale and streamline tax compliance processes. Through our secure electronic exchange, you can reduce the resource burdens of tax, onboarding and accounts payable teams while creating the efficiencies necessary to manage an ever-increasing scope of compliance processes.

From QI and FATCA to CRS due diligence, Section 871(m), Section 305(c), and other regulatory requirements, Tax Solutions helps you achieve timely and accurate regulatory compliance including validation of Forms W-8, W-9, KYC documents and self-certifications, withholding rate calculations, GIIN/TIN matching and information return reporting. Our technology teams deliver quarterly system upgrades to continuously address the constantly evolving tax environment. This is all backed by our team of dedicated professionals who can assist with onboarding and outsourcing to save critical time and resources.

Simplify your tax compliance and due diligence processes
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Maximizing Global Cross-Border Investment Returns The path to unlocking unclaimed withholding tax reclaims and utilizing relief at source
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Request a no-obligations demo of Tax Solutions to see how you can address you compliance needs
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Our approach to Tax Operational Compliance

Technology

  • Onboarding and Tax Validation software: Configurable hosted solutions for financial institutions and corporates to collect, validate and maintain tax form information across U.S. tax, FATCA and AEOI CRS

  • Intermediary Processing System (IPS): U.S. Chapter 3 intermediary structure management and payment allocation module

  • Withholding Module: U.S. Chapter 3 & 4 withholding calculator and real-time payment processing engine

  • Information Reporting: Forms 1042-S, 1099, FATCA (8966 & Model 1 IGA), AEOI CRS, TRACE and DAC-6 reporting application

  • Transactional Taxes: FTT, 871(m) and 305(c)

Consulting

  • We provide advisory services relating to compliance with the OECD AEOI regime, U.S. tax withholding, and information return reporting, QI periodic reviews and QI/FATCA/AEOI compliance health checks

  • Our key people are also members of the various working groups – OECD, AEOI, and IRS Business advisory working groups and local governmental Industry Groups

  • Subject Matter Experts from industry, accounting firms, and public sector with global footprint

  • We have a proven track record with the IRS and extensive experience with IRS audits, periodic reviews and remediation efforts

Managed Services

  • Tax form validation: 80,000+ IRS Forms W-8/9 and 20,000+ CRS Self-Certification Forms per month

  • Withholding rate calculations

  • GIIN/TIN matching

  • Tax Reclaims services

  • Information return generation and filing: Forms 1099, 1042/1042-S, 8966, FATCA Model 1 IGA, CRS filings, DAC-6, and TRACE

  • Client outreach and printing / mailing services

  • Staff Augmentation for tax operations groups


View our holistic suite of solutions and services designed to transform your tax and compliance operations

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Tax Onboarding and Due Diligence

End-to-end, web-based and hosted tax onboarding and operations management solution ecosystem to solve al U.S. tax and AEOI needs.
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Intermediary Processing Software (IPS)®

Facilitating compliance with Section 1441 rules and FATCA regulations
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Tax Withholding

Enabling financial institutions to analyze tax data elements and provide the correct withholding rate for Forms 1099 and 1042-S
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Tax Relief at Source

Automate the process of identifying and applying the most efficient tax withholding rate across 40+ global jurisdictions.
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Section 871(m)

Comprehensive Tool, Pre-Trade Screening Tool and Issuer Distribution Solution to solve any Section 871(m) needs.
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Tax Reclaims

Managing the entire tax reclaim lifecycle and end-to-end due diligence, withholding and reporting.
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Tax Reconciliation

Automating the tax reconciliation process in a single end-to-end system.
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Tax Reporting

Enabling withholding agents to generate the appropriate information returns for submission to both the IRS as well as home country tax authorities for both FATCA and CRS reporting purposes.
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Cost Basis

Providing end-to-end cost basis calculations and reporting
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Managed Services

Managed Services for Network and Regulatory Solutions
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Asia Pacific FATCA & CRS Updates

Follow this site to understand FATCA & CRS developments and deadlines that impact Asia Pacific, while keeping an eye on global regulations that may impact your business.
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Introducing S&P Global's Electronic W8 platform

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Counterparty Manager
Engage with your counterparties, exchange and track entity and onboarding information securely, and address your regulatory compliance requirements
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Our market leading solution built on Counterparty Manager, enables you to automate, validate and integrate KYC Data using our technology
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Articles and Blogs
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Blog Apr 01, 2024

The Path to Unlocking Unclaimed Withholding Tax Reclaims and Utilizing Relief at Source

Blog Mar 08, 2023

Automated and Real-Time TIN Matching Fully Integrated into our Due Diligence Solutions

Blog Aug 11, 2021

Infrastructure Bill Passes in the Senate - The Implications for Cryptocurrency Reporting

Blog Jul 30, 2021

U.S. infrastructure plan includes enhanced crypto reporting


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