Reporting
Administration
Used as a stand-alone system, integrated, or in conjunction with Comply eForms, our Admin solution supports a diverse range of account holders delivering functionality to manage large vendor/supplier populations whilst fully supporting the complexity of multi-tiered fund structures. Administration supports the collection, digitization, verification, validation and management of both paper and electronically submitted documentation.
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Do you struggle in validating your customers Form W-9, W-8, 8233 and self-certifications?
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Do you have to report under Chapter 3, FATCA or CRS?
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Would you benefit from having your withholding rate calculation automated?
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Are you spending too much time invoicing and/or generating 1042-S reporting?
Our Administration solution is available for installation within your own environment or as a hosted service. It is quick to install and highly configurable, providing a secure and scalable platform for accepting historic, current and electronically submitted documentation. It supports multi-tiered complex structures (IMY's) and exports detailed tax calculations and withholding statements on demand. The process controls, administration guidance and comprehensive reporting can all be tailored, whilst meeting 1042-S, FATCA and CRS requirements.
How does it work?
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Mitigate risk of non-compliance
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Ease end of year reporting
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Improve working processes and procedures
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Increase knowledge retention
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Reduce costs
Key Benefits
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Validate against compliance rule set
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Calculate U.S. withholding
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Maintain document status
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Reporting covering Forms 1042, 8966-FATCA & 8805
