The core activity of Taxsource is the provision of services in the field of tax reporting, in particular: production of tax reports for private banking clients in various jurisdictions, tax reclaim and regularization, solutions for withholding tax (RUBIK), and regulatory reporting. The company offers these services primarily to banks in Switzerland and other countries, supporting them in fulfilling their tax obligations and complying with regulatory requirements.
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Tax solution for more than 25 countries, including year-end reporting, country-specific reporting, and generic reports with report language, report currency, and the disposal gains method.
Final withholding tax
Solution for calculating final withholding tax on investment income, including daily tax value calculation, detailed reports, certificates, and regularisation of past periods.
Tax reclaim
Tax reclaim solution for calculating recoverable withholding tax, with country-specific forms, completion aids, individual breakdowns, and a withholding tax report.
Tax Simulation
Country-specific tax simulation with an overview of realised gains and losses as well as income, and consideration of unrealised gains and losses as at a cut-off date.
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