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  • FIS TAX INFORMATION REPORTING SUITE
FIS Tax Information Reporting Suite

Enhance your tax information reporting services

Financial firms face a significant challenge in keeping up with industry trends, changing regulations and new products impacting tax reporting. This is particularly difficult when a firm is looking to grow. The combination of regulatory change with legacy systems leads to inefficiencies that cause hidden costs and potential compliance risks.

FIS® Tax Information Reporting Suite simplifies tax compliance through reporting, consulting, training and other services that enable your financial institution to meet your tax reporting obligations to the IRS and your customers. FIS transforms your year-end tax reporting burden into a user friendly, year-round process with our comprehensive, enterprise-wide tax reporting service.

How FIS empowers tax reporting and compliance

Tax compliance and reporting, consulting and training to meet your tax information reporting obligations

Improve your customers’ experience

Statements delivered to your customers with Investor Tax Summary and Supplemental Schedules

Reduce risk through a unique toolkit

Filtering tools facilitate searches and research with dashboards providing real-time views into current processing

Benefit from operational efficiencies

Exception-based reporting and year-round daily processing enhance productivity with annual tax form updates

Get to Know the Solutions

FIS BPaaS for Tax Operations

BPaaS for Tax Operations enables tax departments to maximize the benefits of our tax reporting services and products by drawing upon the expertise of our personnel.

Benefits
Augment tax reporting staff and fill gaps from resource reductions
Satisfy regulatory responsibilities by freeing up key resources.
Support your customers with new financial product offerings
Discover the Advantage
FIS Fixed Income Cost Basis Reporting Services

FIS® Fixed Income Cost Basis Reporting Services supplement your existing basis tracking processes with the additional functionality the IRS demands

Benefits
Completes your existing basis tracking processes with sophisticated computations and regulatory applications
Supports a wide range of debt instruments, including CPDI, VRDI, STRIPs and convertibles
Easily integrates with your existing cost basis reporting solutions
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FIS Income Reallocation Services

FIS® Income Reallocation Services help you produce accurate tax statements within a condensed timeframe.

Benefits
Support a broad spectrum of securities that experience reallocation events
Generate more than 40 web-based reports, such as progress status by firm or globally
Substantially reduce the number of corrected 1099s
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FIS Tax Reporting Manager (Formerly Compliance Plus)

FIS® Tax Reporting Manager (formerly Compliance Plus) provides tax information reporting and services that enable you to meet your tax reporting obligations

Benefits
Year-round data grooming that keeps tax information accurate and current
Reliable reconciliations and balancing ensure appropriate tracking
Detailed, organized tax statements with comprehensive supplemental tax schedules
Ensure Your Tax Health
FIS TEFRA Glossary Data Services

FIS® TEFRA Glossary Data Services provides timely, accurate identification of securities’ tax attributes for payment events.

Benefits
Minimize resource issues, potential penalty exposure and customer dissatisfaction
Avoid inaccurate reporting and withholding and the assessment of associated penalties
Rely on just one information vendor for accurate security information
Improve your capabilities

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