Tax Solutions
Tax Withholding
Automatically calculate withholding and manage US Chapter 3 and 4 withholding and relief at source across 44+ tax regimes.
Tax Withholding
The S&P Global Withholding Tax Calculator simplifies complex tax withholding requirements by automatically determining the correct tax rates for payments to domestic and non-resident account holders . Designed for financial institutions, investment firms, and global businesses, the system calculates accurate withholding rates in compliance with IRS and international regulations based on account holder tax documenation. By streamlining processes such as FATCA, CRS, and non-resident withholding, the calculator reduces manual errors, improves regulatory compliance, and saves valuable time for tax and operations teams.
Solutions
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Chapter 3 and 4 withholding
The S&P Global Withholding Tax Calculator supports IRS Chapter 3 and Chapter 4 compliance by automating the determination, calculation, and reporting of withholding taxes on U.S.-source payments made to foreign individuals and entities. For Chapter 3 withholding, the tool evaluates recipient tax status, applies applicable tax treaty rates, and calculates the correct withholding amount on payments like dividends, interest, and royalties. The tool additionally provides income and exemption codes for Chapter 3 and 4 to support 1042-S reporting. For Chapter 4 (FATCA) withholding, it helps identify foreign financial institutions and entities subject to FATCA rules, determines whether additional withholding applies.
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Global Withholidng Rates
S&P Global's Tax Solutions extends withholding support to additional international jurisdictions, helping organizations manage local withholding requirements, treaty benefits, and cross-border payment compliance across multiple tax regimes worldwide. The Global Withholidng Module can calculate withholding rates for a wide range of jurisidictions, asset types, and payees.
Key Features
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