Manage the intricacies of complex withholding tax requirements, transaction taxes, and tax reporting.
Empower business users to configure rules to reduce the burden on IT.
Integrate seamlessly with internal data sources and existing applications.
Process millions of documents and transactions annually.
Enable live intra-day tax calculations.
Create a strong focus on control, risk management, and regulatory compliance.
Reduce risk and increase productivity with Xceptor’s tax automation solution. Choose the modules that meet your needs to create an end-to-end approach for tax processing.
Capture, produce, renew, and solicit documentation required to achieve tax relief, via relief at source or tax reclaim.
Enacting tax documentation on file, automating manual and time-consuming processes for applying relief at source.
End-to-end tax reclaim processing, from income payments to capturing reclaim opportunities to end payment reconciliation.
Supply tax information, calculations, documentation requirements, and other data to output channels and upstream systems.
Use rules to automatically capture liable transactions, calculate taxes to charge, and report to clients, tax authorities, or withholding agents.
Leverage data ingestion, reconciliation, and process automation to automate non-qualified intermediary reporting to the IRS.
Extract data from any tax document format, including handwritten, using AI. Automate validation and document matching through user-defined business rules, and manage the entire workflow - from ingestion to distribution - from a single UI.
Output and transmit electronic tax data to a tax authority or another financial intermediary in the custody chain.
MiKaDiv digitises Germany’s tax reporting, streamlining investment income and cross-border compliance. Find out more here.
Stay in step with constantly evolving regulations and gain control over operational tax requirements. 7 of the top 10 global custodians trust Xceptor Tax for their operational tax needs.
Driving efficiency gains in operational tax processes.
Strengthen regulatory compliance.
Improve accuracy.
Reduce tax compliance costs.
Reduce manual interventions, such as spreadsheets or multiple systems.
Deliver exceptional client services.
Reduced onboarding time from 6 weeks to just 6 days.
Cut account opening times by 50%.
Boosted number of account requests.
Improved governance and process oversight.
Enhanced client onboarding experience for clients.
Increased revenue through operational efficiencies.
Product enhancements such as the automation of tax processes, which we will look to replicate in other markets, directly benefit our foreign institutional clients such as global custodians, sovereign wealth funds and asset managers by providing faster turnaround times and improved accuracy.
We turned to Xceptor as it gave the best fit of the qualities we needed – genuine automation and flexibility for the business users. We recognized that not only would it be a cost effective way to automate managing our new clients, but it could be applied to our existing customers too. We also saw great potential for Xceptor to be used for other data problems in our organization and Xceptor has indeed proved very valuable for our operations team.
Head of Operations
Using Xceptor has allowed Proxymity to easily review, standardize and process a myriad of differing data formats and content. This has helped us to minimize time to market and reduce in house technology resource requirements for processing new data sources, enabling us to stay focussed on delivering our core product propositions.
Jonathan Branagan Head of Customer Onboarding
We knew Xceptor would make a difference and are really impressed by how much it has delivered. Xceptor is the perfect flexible data management solution to fit with our aim of delivering superior service using leading technologies.
Chief Information Officer.png?width=132&height=33&name=Layer_1(1).png){kind=small}
Reduce manual tasks, bolster regulatory compliance, and gain a competitive edge.
Simplify and centralize your post-trade activities and enhance your efficiency and accuracy with automation.
From simple to complex, our platform automates reconciliations end-to-end, reducing errors and boosting efficiency. Streamline your processes for a more accurate and efficient workflow.
Transform client onboarding and maximize engagementSupporting: Deliver an exceptional onboarding experience, building trust and exceeding expectations while meeting regulatory demands.
Navigate tax complexities with ease and effortlessly stay compliant.
Login
