Tax Solutions
Tax Reporting
Streamlining tax, reporting, and compliance for withholding agents and information reporting filers
S&P Global offers a comprehensive suite of tax reporting solutions designed to support withholding agents and information reporting filers across complex global regulatory regimes. Our solutions help organizations efficiently manage, validate, and report high volume financial and transactional data in alignment with evolving compliance requirements. S&P Global enables streamlined reporting for CRS, CARF, FATCA, Forms 1099, 1042 S, 1042, and Canadian tax reporting obligations. This integrated data approach reduces manual effort, improves data quality, and supports consistent reporting across jurisdictions.
S&P Global’s tax reporting capabilities are built to scale with your organization, supporting end to end reporting workflows—from data ingestion and enrichment to form generation, validation, and submission. Our solutions help firms meet regulatory deadlines while maintaining accuracy, auditability, and transparency throughout the reporting lifecycle.
Solutions
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Form 1099
S&P Global’s Form 1099 tax reporting solutions are designed to support organizations support U.S. information reporting with accuracy and efficiency. Whether it's a few forms or millions. Our platform supports end‑to‑end Form 1099 workflows—from data ingestion and validation to form creation, corrections, and filing—helping firms meet IRS deadlines while ensuring data integrity, auditability, and consistent reporting across payer entities and recipient populations. The tax reporting solutions supports both US Withholding agent and Qualified Intermediary (QI) reporting obligations integrating due diligence, withholding, payments and reporting into a single workflow.
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Form 1042/1042-S
S&P Global’s Form 1042‑S tax reporting solutions are designed to support withholding agents managing complex U.S. withholding and information reporting obligations for non‑U.S. persons. Our scalable platform supports end‑to‑end Form 1042‑S reporting workflows—from data ingestion and enrichment to form generation, validation, corrections, and submission—helping firms meet IRS deadlines while maintaining accuracy, auditability, and transparency across the reporting lifecycle. The tax reporting solutions supports both US Witiholding agent and Qualified Intermediary (QI) reporting obligations. S&P Global fully supporst the Form 1042 e-fling via the IRS MeF platform.
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FATCA
S&P Global’s tax reporting capabilities are built to support global FATCA compliance across more than 140 jurisdictions, enabling organizations to manage complex, country‑specific reporting obligations at scale. Our solutions support end‑to‑end FATCA reporting workflows—from data ingestion and enrichment to XML generation, validation, corrections, and submission—helping firms meet local regulatory deadlines while maintaining accuracy, auditability, and consistency across the global reporting lifecycle.
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Form 1099-DA
By leveraging its established Form 1099 infrastructure, S&P helps institutions scale digital asset reporting without building new systems from scratch, ensuring consistency across traditional Form 1099 and digital asset regimes while staying aligned with evolving IRS guidance.
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Common Reporting Standards
S&P Global’s CRS and AEOI reporting solutions are designed to support financial institutions managing global automatic exchange of information obligations across more than 180 jurisdictions. Our scalable platform supports end‑to‑end CRS reporting workflows—from data ingestion and enrichment to XML generation, validation, corrections, and submission—helping firms meet local regulatory deadlines while maintaining accuracy, auditability, and consistency across the global reporting lifecycle.
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CARF
S&P Global support the Crypto-Asset Reporting Framework (CARF) by extending existing cross-border reporting, due diligence, and data management capabilities to digital asset transactions. By leveraging our existing infrastructure used for CRS and FATCA, S&P Global enables firms to operationalize CARF. In additon to the TIA filings, S&P Global supports transaction aggregation and transformaiton into CARF compliant reporting schemas.
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State Reporting
S&P Global’s tax solutions extend beyond federal filing to support state-level information reporting requirements by leveraging the same centralized data, validation, and reporting framework used for Forms 1099 and 1042-S. We support both Combined Federal/State filing (CF/SF) and direct state filing where required.
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Canada
S&P Global's Tax Reporting solution supports federal filings (including Forms NR4, T3, T5, and T5008) with the Canadian Revenue Agency (CRA). In addition, our Tax Reporting solution also supports local province tax reporting for Quebec.
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Additional Local Reporting
S&P Global's Tax Solutions can find a solution to support any of your additional local reporting requirements and needs.
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