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Tax Solutions

Delivering comprehensive, global 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.

Simplify your tax compliance and due diligence processes
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Request a no-obligations demo of Tax Solutions to see how you can address you compliance needs
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Our approach to Tax Operational Compliance

Technology

  • Onboarding and Tax Validation software: Configurable hosted solutions for financial institutions and corporates to collect, validate and maintain tax form information across U.S. tax, FATCA and AEOI CRS

  • Intermediary Processing System (IPS): U.S. Chapter 3 intermediary structure management and payment allocation module

  • Withholding Module: U.S. Chapter 3 & 4 withholding calculator and real-time payment processing engine

  • Information Reporting: Forms 1042-S, 1099, FATCA (8966 & Model 1 IGA), AEOI CRS, TRACE and DAC-6 reporting application

  • Transactional Taxes: FTT, 871(m) and 305(c)

Consulting

  • We provide advisory services relating to compliance with the OECD AEOI regime, U.S. tax withholding, and information return reporting, QI periodic reviews and QI/FATCA/AEOI compliance health checks

  • Our key people are also members of the various working groups – OECD, AEOI, and IRS Business advisory working groups and local governmental Industry Groups

  • Subject Matter Experts from industry, accounting firms, and public sector with global footprint

  • We have a proven track record with the IRS and extensive experience with IRS audits, periodic reviews and remediation efforts

Managed Services

  • Tax form validation: 80,000+ IRS Forms W-8/9 and 20,000+ CRS Self-Certification Forms per month

  • Withholding rate calculations

  • GIIN/TIN matching

  • Tax Reclaims services

  • Information return generation and filing: Forms 1099, 1042/1042-S, 8966, FATCA Model 1 IGA, CRS filings, DAC-6, and TRACE

  • Client outreach and printing / mailing services

  • Staff Augmentation for tax operations groups

View our holistic suite of solutions and services designed to transform your tax and compliance operations

Tax Onboarding and Due Diligence
Tax Onboarding and Due Diligence
End-to-end, web-based and hosted tax onboarding and operations management solution ecosystem to solve al U.S. tax and AEOI needs.
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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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Cost Basis
Cost Basis
Providing end-to-end cost basis calculations and reporting
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Section 871(m)
Section 871(m)
Comprehensive Tool, Pre-Trade Screening Tool and Issuer Distribution Solution to solve any Section 871(m) needs.
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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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Tax Reconciliation
Tax Reconciliation
Automating the tax reconciliation process in a single end-to-end system.
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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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Tax Consulting & Advisory
Tax Consulting & Advisory
Providing global consulting & advisory services to clients for Ch. 3, FATCA and AEOI compliance with our team of industry leading experts
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Managed Services
Managed Services
Managed Services for Network and Regulatory Solutions
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Asia Pacific FATCA & CRS Updates
Asia Pacific FATCA & CRS Updates
Follow this site to understand FATCA & CRS developments and deadlines that impact Asia Pacific, while keeping an eye on global regulations that may impact your business.
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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

Global Regulatory Reporting Solutions

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

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

Custodian Solutions for Risk and Regulatory Compliance

Transform your client services and increase efficiency

LEARN MORE

Counterparty Manager

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

Learn 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 >
Blog Mar 08, 2023

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

Blog Aug 11, 2021

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

Blog Jul 30, 2021

U.S. infrastructure plan includes enhanced crypto reporting

Blog Jun 11, 2021

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

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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Michael Muncaster

Michael's areas of focus include FATCA, CRS, QI reviews and remediation, mergers and acquisitions, structuring, advising on the taxation of financial arrangements including foreign exchange transactions and capital instruments, as well as the audit of taxation and tax reporting.Prior to joining S&P Global, Michael was with PwC Singapore, Australia and UK. He has worked extensively with financial institutions in Australia, Singapore and Hong Kong on the implementation of FATCA and CRS programs and has extensive experience in conducting QI reviews.

  • Financial Services
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

Christina McNamara

Christina McNamara is an Executive Director, Global Head of Due Diligence with S&P Global Market Intelligence Tax Solutions and Commercial Lead of Investor Onboarding within the firm's Networks & Regulatory Solutions business based out of New York. She has extensive experience working with global, regional and local financial institutions on their client onboarding, client lifecycle management and operations across various global regulatory regimes.Specifically, Christina has spent her career focusing on U.S. tax, including FATCA and QI regimes, and OECD CRS compliance initiatives, specialising in implementations and technology to drive automation. She was previously based in Singapore with S&P Global Market Intelligence from 2014 - 2020 leading our tax consulting practice and client due diligence solutions for APAC. She is a regular speaker at various industry events globally, including U.S., Canada, U.K, Australia, Singapore, Hong Kong, Thailand, Malaysia and Indonesia. She has also engaged in regional consultations held by regulators and industry bodies on regulations and guidance material relating to AEOI.Prior to joining S&P Global, Christina was a consultant and subject matter expert with PricewaterhouseCoopers

  • Financial Services
View Profile

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

Alison Rozbruch

Alison is a licensed attorney with years of experience in tax information reporting within traditional finance organizations and fin tech companies. She has subject matter expertise in U.S. tax, the Qualified Intermediary rules, FATCA and CRS and is proficient across tax, risk management, compliance and operations. Alison was a member of the OECD working group on e-money and cryptocurrency. She has worked on operationalizing crypto reporting for financial institutions with a particular focus on due diligence and information reporting.Prior to joining S&P Global, Alison was a senior member of the Tax Information Reporting leadership at PayPal, Standard Chartered Bank and Citibank. Her achievements include global FATCA and CRS, and Cryptocurrency implementations, remediation projects, creation of risk management frameworks and controls, and large scale information reporting across multiple business and product lines.

  • Financial Services
  • Financial Risk Assessment
View Profile

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