WTax Treasury AG provides withholding tax recovery services focused on reclaiming dividend withholding tax for asset managers, asset owners, private wealth clients and custodians. Services include fully outsourced recovery, an automated claim-processing engine, client onboarding and reporting portals, and support with tax office queries and refund reconciliation.
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Industry:Financial Services
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Fully-outsourced reclaim solutions for institutional investors, including client onboarding, analysis, claim preparation, submission, refund reconciliation and reporting.
Withholding Tax Solutions for Private Wealth
Bespoke withholding tax solutions for retail banks, wealth managers, family offices and high-net-worth individuals, with analysis, digitised onboarding, data aggregation and claim tracking.
Withholding Tax Services for Custodian Banks
Bespoke withholding tax services for custodian banks, brokers and ICSDs, including tax form pre-population, tax risk reporting, add-on tax services and e-filing solutions.
Tax Authority Query Management
Handling tax office queries, requests for information and follow-ups during the withholding tax reclaim process to support successful refunds.
Client Reporting Portal
Real-time tracking of claims from submission to refund through a client reporting portal with confirmation of refund payments.
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