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Wolters Kluwer is a global provider of professional information, software solutions, and services for clinicians, nurses, accountants, lawyers, and tax, finance, audit, risk, compliance, and regulatory sectors.

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Fund Tax

FundTax®

More than 6,500 U.S. mutual and hedge funds already rely on FundTax® to automate complex fund tax calculations and reporting. With FundTax, institutions spend less time on tax reporting compliance, reduce risk by using an automated process, and have a better opportunity to control the tax posture of their funds.

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Automate complex fund investment calculations & reporting including:

Wash Sales

Automate the calculation of wash sale deferrals and reversals, accounting for the current period as well as all prior years' activity.

Straddles

Automate straddle position linking and tracking of deferrals accounting for the current period as well as all prior years' activity.

REITs

Automate the calculation of tax reallocations on REIT securities as well as basis adjustments on securities sold.

PFICs

Automate the calculation of the PFIC Mark-to-Market adjustment as well as the basis adjustment of sold PFIC's.

QDI/DRD

Automate the calculation of holding period and domestic vs. foreign classification for reporting on QDI and DRD.

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FundTax leverages GainsKeeper's tax lot accounting system for transaction processing and excise tax reporting.

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GainsKeeper

Learn more about our enterprise tax reporting solution that keeps some of the top broker-dealers compliant by automating complex tax calculations and tax reporting.

Corporate Actions Suite

Our suite of solutions provides major global financial institutions with detailed and accurate corporate action taxability information for portfolio and tax lot accounting, cost basis and withholding tax compliance.

BasisPro Inheritance

Financial advisors, planners, tax preparers, brokers and back offices use our solution as an efficient way to calculate, track, and report inheritance basis and accrued interest for various types of securities.

Regulatory Change Management

Automate your regulatory change management process using our award-winning OneSumX for Regulatory Change Management software and content.

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