User profile

Software solution for automatized
tax reporting for capital income

 

Technology and financial services are progressing hand-in-hand to deliver faster customer services, cost efficiencies and competitive offering.

 

Our CAPITAL solution automates traditional spreadsheet-based tax calculations for income from capital. 

To save your time & costs, increase quality and improve your customer experience.
 

 

 

Annual tax reporting

  • Annual calculation of taxable income
  • Production of detailed tax reports
  • For private investors and private foundations

Withholding tax reporting

  • Calculation of foreign withholding taxes
  • Detailed reports on refundable and foreign taxes
  • Refund of foreign withholding taxes

Tax optimization

  • Tax-loss compensation
    (e.g. calculation of “COVID19” tax losses before the end of 2020)
  • Reduction of taxable income from non-reporting funds ("Selbstnachweis")

Next generation tax reporting solution

Innovative API-driven solution for modern and scalable Tax reporting
powered by smart data pre-processing engine, which:

 

  • substantially reduces the pendency of tax reporting on the amount and quality of client data
  • enables fast production of high-quality and scalable tax reports on financial income
  • promotes OpenBanking and supports modern API access to financial data

 

 

SMART Data Pre-Processing Engine

  • Analysis and review of client transaction data for completeness
  • Data Enrichment with financial data from third sources(OeKB, ECB, WM Data etc.)
  • Generation of standardised and complete tax data sets

TAX REPORTING SOLUTIONS

  • Annual and supplementary tax reporting
  • Aggregation of multiple accounts
  • For private and institutional investors

Features

Data Security

  • Secure interbanking communication through API
  • Secure transfer of standard-file formats (csv, xml)
  • Data encryption and secured access

High-Quality Standards

  • Tax solutions prepared in close cooperation with renowned tax experts
  • Detailed tax reports enabling profuond review and disclosure of all calculations
  • Automated pre-analysis and review of transactional data

flexibility in Service Offering

  • Creditable and refundable foreign withholding taxes
  • Tax analysis
  • Scalable for multiple tax jurisdictions
  • Financial reporting

Software solution for automatized
tax reporting for capital income

 

Technology and financial services are progressing hand-in-hand to deliver faster customer services, cost efficiencies and competitive offering.

 

Our CAPITAL solution automates traditional spreadsheet-based tax calculations for income from capital. 

To save your time & costs, increase quality and improve your customer experience.
 

 

 

Annual tax reporting

  • Annual calculation of taxable income
  • Production of detailed tax reports
  • For private investors and private foundations

Withholding tax reporting

  • Calculation of foreign withholding taxes
  • Detailed reports on refundable and foreign taxes
  • Refund of foreign withholding taxes

Tax optimization

  • Tax-loss compensation
    (e.g. calculation of “COVID19” tax losses before the end of 2020)
  • Reduction of taxable income from non-reporting funds ("Selbstnachweis")

Why CAPITAL?

We live in a digital age and no industry is immune on the benefits that technology brings.

 

time & COSTS SAVINGS

 

The power of digital automation - turns hours and days of manual work into minutes and substantially saves time and costs.

 

increased customer experience

 

Release human resources and focus on value-adding services improvig customer satisfaction and experience.

 

risk reduction

 

Automating data collection and processing removes the risk of human error rampant in manual data processing.

Why are you waiting?

 

 

 

 

 

 

 

 

 

Get in touch with us!

 

We will be happy to provide you a quote or more information.

 

We are looking forward to hear from you!

 

 

 

 

 

 

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