Tax information reporting solution
Simplify your brokerage tax reporting processes with the industry’s only end-to-end tax reporting solution combining cost basis and tax information reporting in a single comprehensive platform.
Today’s information reporting requirements for banks and brokerages are complex and resource consuming. In addition, fragmented vendor solutions create risk and cost challenges associated with compliance, vendor management, data integration, data accuracy and overall cost inefficiencies.
Refinitiv Maxit, the industry’s only end-to-end tax information reporting solution, was developed specifically to solve these challenges, allowing firms to focus on their core business without the cost and distraction of managing multiple vendors and large operations teams.
Refinitiv Maxit is backed by a diverse team of tax and software professionals. Clients benefit from an end-to-end solution and gain a partner committed to solving their firm’s specific business challenges.
Features & benefits
What you get with Refinitiv Maxit
Highly automated solution delivering the leading cost basis platform, which makes firms compliant, reduces effort and cost through automation and provides firms with full control and access of its clients cost basis data.
Year-round, back-office agnostic service providing financial institutions with transparency around the information reporting process. Ease the tax reporting burden with real-time access to tax files throughout the year.
Platform-agnostic set of tools combining your firms cost basis data and advanced portfolio analytics, providing advisors and investors with actionable opportunities to minimize taxes and maximize after-tax performance.
Set of service options for Refinitiv Maxit clients to further streamline back-office cost basis and tax operations by having our experts perform specific services on your behalf.
How we help
Providing innovative end-to-end tax reporting solutions
Lower cost of ownership
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Asia Pacific (Sub-Regional)
Australia & Pacific Islands:
+612 8066 2494
China mainland: +86 10 6627 1095
Hong Kong & Macau: +852 3077 5499
India, Bangladesh, Nepal, Maldives & Sri Lanka:
+91 22 6180 7525
Indonesia: 001 803 065 067
Japan: +813 6743 6515
Korea: +822 3478 4303
Malaysia & Brunei +603 7 724 0502
New Zealand +64 9913 6203
Philippines: 180 089 094 050 (Globe) or
180 014 410 639 (PLDT)
Singapore and all non-listed ASEAN Countries:
+65 6415 5484
Taiwan: +886 2 7734 4677
Thailand & Laos: +662 844 9576
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