Assistance to the production of the 1099 and 1042-S reporting

  • Reporting preparation
  • Reconciliation
  • Reports and electronic delivery files production for the IRS

 Assistance to the void & corrected procedures for the reporting 1042-S et 1099

 Assistance to time extension and audit waiver requests

 Advisory regarding QI matters

  • QI agreement
  • PAI agreement
  • FTE (Flow-through entities)
  • Reporting
  • Client documentation

Training

Assistance to the setup of the FATCA procedures regarding:

  • Clients documentation
  • FFI agreement
  • Passthru Payment Percentage
  • Reporting

Training

Assistance to the production of the EU savings directive interest income reporting for clients in withholding tax and exchange of information

  • Reporting preparation
  • Reports and electronic delivery files production to the tax authorities
  • Client reports production

Assistance to the correction procedures

Advisory on EU savings matters

Training

Assistance to the setup of the RUBIK agreements for Swiss financial institutions regarding:

  • Clients information
  • Past regularization (client identification, calculation of taxable assets,…)
  • Relieving tax at source (application of tax rates according to income types, link with other withholding taxes, offset of capital gains and losses,…)
  • Setup of the reporting to the tax authorities and clients

Training

Assistance to the production of client tax statements
Assistance to the setup of tax reclaim procedures for clients

TaxaForm Sàrl
Route de Gimel 3e
1185 Mont-sur-Rolle
Switzerland


  • Tel: +41 21 825 52 52
  • Fax: +41 21 825 52 52
  • www.taxaform.com