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Tax Solutions

Delivering comprehensive outsourcing and technology solutions designed by industry experts

Tax Solutions by S&P Global was designed by a team of leading industry experts to deliver comprehensive outsourcing and technology solutions for the global marketplace. No matter which jurisdiction or regulatory obligation your business encounters, Tax Solutions enables customers to scale and streamline tax compliance processes. Through our secure electronic exchange, you can reduce the resource burdens of tax, onboarding and accounts payable teams while creating the efficiencies necessary to manage an ever-increasing scope of compliance processes.

From QI and FATCA to CRS due diligence, Section 871(m), Section 305(c), and other regulatory requirements, Tax Solutions helps you achieve timely and accurate regulatory compliance including validation of Forms W-8, W-9, KYC documents and self-certifications, withholding rate calculations, GIIN/TIN matching and information return reporting. Our technology teams deliver quarterly system upgrades to continuously address the constantly evolving tax environment. This is all backed by our team of dedicated professionals who can assist with onboarding and outsourcing to save critical time and resources.

Why S&P Global?
Simplify your tax compliance and due diligence processes
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6 Cryptocurrency Myths Debunked
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Asia Pacific FATCA & CRS Updates
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View our holistic suite of solutions and services designed to transform your tax and compliance operations

Mandatory Document Due Diligence (MD3®)
Mandatory Document Due Diligence (MD3®)
Helping to minimize US withholding tax and FATCA exposure by validating Forms W-8, W-9, 8233, self certifications and KYC documentation
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Electronic W8 (E-W8™)
Electronic W8 (E-W8™)
Assisting institutions in the electronic submission and automation for the solicitation, renewal and validation of IRS Forms W-8 and W-9
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Common Reporting Standard (CRS)
Common Reporting Standard (CRS)
Assisting financial institutions in performing due diligence on their financial account holders
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Intermediary Processing Software (IPS)®
Intermediary Processing Software (IPS)®
Facilitating compliance with Section 1441 rules and FATCA regulations
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Tax Withholding
Tax Withholding
Enabling financial institutions to analyze tax data elements and provide the correct withholding rate for Forms 1099 and 1042-S
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Tax Reporting
Tax Reporting
Enabling withholding agents to generate the appropriate information returns for submission to both the IRS as well as home country tax authorities for both FATCA and CRS reporting purposes.
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Transactional Tax
Transactional Tax

Simplifying and centralizing compliance obligations for transactional taxes

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Cost Basis
Cost Basis
Providing end-to-end cost basis calculations and reporting
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Tax Reclaims
Tax Reclaims
Managing the entire tax reclaim lifecycle and end-to-end due diligence, withholding and reporting.
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Outsourcing
Outsourcing
Providing end-to-end outsourcing for tax documentation and information return reporting services to support regulatory compliance
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Section 871(m)
Section 871(m)
Streamline your Section 871(m) compliance processes with our centralized solutions
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Tax Reconciliation
Tax Reconciliation
Automating the tax reconciliation process in a single end-to-end system.
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You may also be interested in

Tax Solutions for Cryptocurrencies

Access a suite of solutions to manage evolving cryptocurrency regulations

LEARN MORE

KY3P®

The future of third-party risk management

Learn more

Investor Onboarding

Digitizing the collection of subscription, KYC and tax documents for quicker onboarding and a customized, branded client experience

LEARN MORE

Vendor Tax Portal

Managing tax determinations when making payments to US and foreign vendors

Learn more

Managed Services for Network and Regulatory Solutions

Scale operations flexibly, enhance revenue enablement, and manage financial and reputational risk.

LEARN MORE

Digital W-8®

Automating the creation, renewal, and validation of electronic Forms W-8, W-9, and 8233 for vendor payments

Learn more

Custodian Solutions for Risk and Regulatory Compliance

Transform your client services and increase efficiency

LEARN MORE

Optical Character Recognition

Digitizing tax validation and due diligence available through MD3®and CRS due diligence solutions

Learn more

Counterparty Manager

Engage with your counterparties, exchange and track entity and onboarding information securely, and address your regulatory compliance requirements

Learn more

Tax Utility

Enabling counterparties to exchange validated tax documentation to support the processing of Forms W-8BEN-E, W-8IMY, W-8EXP, W-8ECI, W-9 and Common Reporting Standard (CRS)

Lean more

KYC Services

Our market leading solution built on Counterparty Manager, enables you to automate, validate and integrate KYC Data using our technology

Learn more

Introducing S&P Global's Electronic W8 platform

Articles and Blogs

View All >
08 March 2023

Automated and Real-Time TIN Matching Fully Integrated into our Due Diligence Solutions

11 August 2021

Infrastructure Bill Passes in the Senate - The Implications for Cryptocurrency Reporting

30 July 2021

U.S. infrastructure plan includes enhanced crypto reporting

11 June 2021

U.S. Treasury Proposals - Enhanced Tax Information Reporting Impact on Cryptos

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Experts

William Sheridan

William has an extensive background in information reporting, documentation and withholding. He serves as one of the tax subject matter experts regarding the Foreign Account Tax Compliance Act (FATCA), the OECD's Common Reporting Standard (CRS), Qualified Intermediary (QI) compliance and Section 871(m). He works with several financial institutions, including large multi-national banks, insurance companies and funds. William has a broad range of experience assisting clients in the implementation of process and procedures for operational tax compliance. Prior to joining S&P Global, William spent over 12 years with HSBC where he was seconded in the United Kingdom and acted as the Group's subject matter expert with respect to FATCA. He was also responsible for the Group's QI program; and had oversight of internal testing, audit preparation and risk management. William has experience in implementing and developing global operational tax risk processes and procedures; and has developed information reporting, documentation and withholding training programs for business lines. William has also worked with U.S. withholding compliance issues and led successful Voluntary Compliance Program submissions. He has over 20 years' experience in the financial service industry and brings a practical understanding on how to implement strategic institutional change in order to comply with operational tax matters.

  • Financial Services
  • Legal Risk
  • Taxation Risk
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Christopher Liguori

Christopher is an Executive Director with over twenty years of industry experience. He is responsible for providing tax services and assistance to customers in the financial services industry, concentrating on the issues presented by more complex financial products and crypto products. Prior to joining S&P Global Market Ingelligence, he was the Managing Director of State Street's FATCA and CRS Administrative Service, and a tax director at both Chilton Investment Company and PricewaterhouseCoopers LLP. He served as an Adjunct Instructor at New York University, teaching Partnership Taxation.Christopher holds a Bachelor of Science degree in Finance and Management, and a Master of Science degree in Accounting from The University of Rhode Island. He also holds a Juris Doctor from the Columbus School of Law at The Catholic University of America.

  • Financial Services
  • Legal Risk
  • Taxation Risk
View Profile

Yvonne Kunihira-Davidson

Yvonne leads the EMEA Tax Solutions business, providing advisory, software solutions and managed services to global financial institutions, online brokers and multi-national corporations on how to manage and monitor their compliance obligations with respect to various US and International withholding tax and information reporting regimes, including, but not limited to FATCA, QI and the OECD's Common Reporting Standard (CRS). Yvonne interacts regularly with tax regulators and is an active member of the OECD's AEOI Business Advisory Group and the tax taskforce of the Digital Chamber of Commerce, interacting with tax regulators on the proposed Crypto-Assets Framework (CARF) and national information reporting regimes for virtual assets.Prior to joining S&P Global Market Intelligence, Yvonne was with Burt, Staples & Maner, LLP and PricewaterhouseCoopers(PwC). While at PwC, Yvonne served as the global coordinator of QI audit and advisory services from 2003 to 2010 and represented PwC on the IRS sponsored QI industry practitioner working group.Yvonne is a regular speaker at various industry events on QI, FATCA, and CRS in both Europe and the U.S. In addition to her client facing roles, Yvonne is involved in internal and external activities to promote diversity, equity and inclusion.

  • Financial Services
  • Legal Risk
  • Taxation Risk
View Profile

Adam Goldberg

Adam has specific expertise related to derivatives and the Dodd-Frank Wall Street Reform and Consumer Protection Act from his time working on Capitol Hill as a law clerk on the US Senate Permanent Subcommittee on Investigations and for two of the principal drafters of the Dodd-Frank Act, Sen. Carl Levin (D-MI) and Rep. Barney Frank (D-MA).Adam formerly worked at Arent Fox LLP, Mitsubishi UFJ Financial Group (MUFG), PwC Consulting and Barclays, where he worked in a variety of advisory functions focused on helping large financial institutions implement reforms following the global financial crisis. At MUFG, Adam was the principal regulatory subject matter expert within the Internal Audit Department of the Americas, leading audits of the Americas Volcker Program and their Syndications business.

  • Financial Services
  • Legal Risk
  • Taxation Risk
View Profile

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