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FULLY AUTOMATED EXPORT OF OeKB FUND TAX DATA:

 

  •  quick data exports for multiple funds     
  •  structured export file   
  •  various file formats    
  •  conversion to desired foreign currency   
  •  flexible and customizable export options

 

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AUTOMATED TAX REPORTING FOR
INCOME FROM INVESTMENT FUNDS

 

  •  calculation of taxable income
  •  detailed tax reports
  •  calculation of historical acquisition costs
  •  detailed withholding tax report
  •  for private and institutional investors

 

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Tax data

Tax data

 

 

Export of OeKB Funds Tax Data

 
 

Fully automated export of OeKB Fund Tax Data (reports) in just 3 easy steps:

enter ISIN numbers

 

Enter the ISIN numbers of the funds of your choice.

 

Example

SELECT Data

 

Define the export criteria for requested funds.

 

Time period, Investors Type, Interests/Dividend details

Export

 

Export required tax data.

 

Sample export file.

Custom-made export

 

Do you need different export options or file structure?

 

No problem! We can adjust the export file and search criteria in any way you need.

 

Contact us for more information.

 

We look forward to hearing from you!

Tax reporting​

 

on income from investment funds

Automatized calculation of taxable income from fund investments for private and institutional investors. 

 

Contact us for more information.

Private Investors

Automated calculation of taxable income from investment funds (distributions and deemed distributions) and correction amounts for acquisition costs.

Institutional Investors

Automated calculation of income components from investment funds (e.g. tax-free dividends, eligible withholding taxes, taxable income) and calculation of tax values (acquisition costs and book values for tax and accounting purposes).

Private Foundations

Automated calculation of income components from investment funds (taxable and tax-free income) and calculation of acquisition costs for tax purposes.

Our prices

You are now surfing our BETA version of the Funds solution. You are most welcome to test our “Export of OeKB Fund Tax Data” FOR FREE until the launch of the fully operational Funds solution in January 2020. In return, we would appreciate it very much if you could send us your feedback, so we can tailor the solution to your needs even better.

 

After the successful test phase, you will be most welcomed to subscribe to our services on the basis of the price packages published after the test phase.

 

 

 

 

 

 

 

FREE DEMO ACCESS FOR ONLY

 

 

 

 

Register and get Demo Access

 

TRY IT NOW AND GIVE US YOUR FEEDBACK

It would greatly be appreciated if you kindly give us your feedback on this free demo export. 

 

  •  Is it easy enough to use it?
  •  Are search criteria and export files useful?
  •  Would you need other export options?

 

Thanks for being awesome customer!

Send Feedback

 

 

 

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