Tax Solutions Ecosystem
Software, Consulting, and Managed Services for all your tax reporting needs
Comprehensive Tax Operations Solutions: Software, Consulting, and Managed Services.
Our Tax Solution Ecosystem delivers an integrated platform that covers tax information reporting - due diligence, withholding, payments/data and reporting. By combining advanced software, jurisdictional data, regulatory expertise, consulting, and managed services, S&P Global helps organizations navigate regulatory complexity, streamline workflows, and scale tax operations with confidence.
Manage complex global tax compliance obligations including IRS Chapters 3, 4, and 61, FATCA, CRS, CARF and other local regimes with solutions from the world’s leading provider of tax due diligence, withholding, and reporting software and services. S&P Global’s Tax Solutions ecosystem is built to handle the nuanced and complex U.S. tax regulations with confidence.
Information Reporting Solutions for the tax lifecycle stages
Enhance accuracy, visibility, and efficiency across the entire tax operations lifecycle with integrated software, data, consulting, managed services, and capacity augmentation for:
Due diligence
Collect, validate, manage and store tax documentation and account details to streamline the onboarding process and establish the payee status. Tax documentation includes US Forms W-9, W-8, CRS and CARF Self-Certifications, local certificate of tax residence and other Relief at Source documentation.
Withholding
Withholding solution that calculates the appropriate rate of withholding tax based on payee status established. Automatically create withholding profiles and manage withholding and relief at source across 44+ tax regimes.
Payment/Data
Our solution records account-holder payment and tax details, identifies and manages reclaims, and aggregates payment data at the account level. It processes reclassified dividend information, supports identifying adjustments across the full account structure, and enables advanced tax requirements for Sections 871(M), 302, and 305(c).
Reporting
Tax Information Reporting solution that enables compliance with US tax reporting requirements including Forms 1099, 945, 1042 and 1042-S along with Automated Exchange of Information (AEOI) such as FATCA, CRS and CARF, as well as other country specific reporting.
The Tax Solution Ecosystem advantage
- End-to-end interoperability and visibility
- Optimal data quality and consistency
- Data integration and ease of use
- Room to grow and economies of scale
- Complementary services and advisory
Tailored tax solutions to fit your needs
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Financial Services
An integrated platform for tax due diligence, withholding, payment data and reporting for payments to clients, customers and account holders. Manage complex global tax compliance obligations including IRS Chapters 3, 4, and 61, FATCA, CRS, CARF and other local regimes with solutions that can improve efficiency and mitigate risk from the world’s leading provider of tax due diligence, withholding, and reporting software and services.
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Vendor Payments
An integrated platform for tax due diligence, withholding , payment data and reporting for payments to vendors. Manage complex global tax compliance obligations including IRS Chapters 3, 4, and 61, FATCA, CRS, CARF and other local regimes with solutions from the world’s leading provider of tax due diligence, withholding, and reporting software and services.
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Digital Assets
S&P Global Market Intelligence equips financial institutions and crypto exchanges with the tools and support needed for tax compliance to US tax reporting and CARF. From Due diligence, withholding to reporting. S&P offers scalable, cost-effective solutions tailored to crypto and digital asset tax regulatory needs (Link to Crypto Section)
Our Approach
Technology
Configurable hosted solutions for financial institutions and corporates to collect, validate, and maintain tax form information across US tax, FATCA, and AEOI CRS.
Consulting
We provide advisory services relating to compliance with the OECD AEOI regime, US tax withholding, and information return reporting, QI periodic reviews and QI/FATCA/AEOI compliance health checks.
Managed Services
Scale and streamline increasingly complex tax processes to maximize compliance and minimize costs. Streamline form validation, withholding rate calculations, and information return reporting.
Data
S&P data sets across a range of asset classes can power withholding tax calculations and reporting data, provide audit level assurance and help clients navigate complex tax processing.
S&P Global Market Intelligence
"S&P Global is one of the board member firms of the International Securities Services association, that supports the Securities Services industry globally. ISSA’s members include central securities depositories, custodians, technology companies and other firms who are actively involved in all aspects of the Securities Services value chain. ISSA’s vision is to shape the future of Securities Services."
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