alert-icon
Only limited material is available in the selected language. All content is available on the global site.
Wolters Kluwer Navigation
  • Welcome to the New WoltersKluwer.com
  • Solutions
  • Careers
  • Investors

About Wolters Kluwer

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.

About Us
  • About Wolters Kluwer
  • Strategy
  • Our Organization
  • Management
  • Supervisory Board
  • Value Creation
  • News & Press Releases
  • Events
Expert Insights
  • All Expert Insights
  • Health
  • Tax & Accounting
  • Finance
  • Compliance
  • Legal
Get Help
  • Contact Us
  • View Solution List
  • Bookstores
  • Welcome to the New WoltersKluwer.com
  • Solutions
  • Careers
  • Investors
PrimaryNav Button
Wolters Kluwer Logo
Search
    No Suggestion
    WK logo

    Visit our global site, or select a location

    • Americas
    • Europe

    • Asia & Pacific

    Brazil

    • Portuguese

    Canada

    • English
    • French

    Latin America

    • Spanish

    United States

    • English

    Belgium

    • Dutch
    • French

    Czech Republic

    • Czech

    France

    • French

    Germany

    • German

    Hungary

    • Hungarian

    Italy

    • Italian

    Netherlands

    • Dutch

    Poland

    • Polish

    Slovakia

    • Slovak

    Spain

    • Spanish

    Sweden

    • English

    United Kingdom

    • English

    Australia

    • English

    China

    • Simplified Chinese

    India

    • English

    Japan

    • Japanese

    Thailand

    • Thai

    Vietnam

    • Vietnamese
    Primary Navigation
    • Health

      Trusted clinical technology and evidence-based solutions that drive effective decision-making and outcomes across healthcare. Specialized in clinical effectiveness, learning, research and safety.

      Health Overview
      Solutions
      • LexicompEvidence-based drug referential solution
      • OvidThe world’s most trusted medical research platform
      • UpToDateClinical decision support resource
      • Sentri7Revolutionizing patient care
      View All Solutions
      Expert Insights
      • Why public health leaders should run for office
      • Mitigating nurse burnout by enlisting reinforcements for COVID-19 vaccinations
      • Nursing faculty shortage in the U.S.: Has a pandemic compounded an existing problem?
      • The reverse case study: An innovative approach to develop critical thinking skills
      • What should nurse leaders know about communication overhauls?
      • Four priorities for ramping up COVID-19 vaccination
      • Faculty best practices in supporting nursing students: New year and new semester - same challenges!
      • Health literacy and importance to prelicensure nursing students
      View All Expert Insights
    • Tax & Accounting

      Enabling tax and accounting professionals and businesses of all sizes drive productivity, navigate change, and deliver better outcomes. With workflows optimized by technology and guided by deep domain expertise, we help organizations grow, manage, and protect their businesses and their client’s businesses.

      Tax & Accounting Overview
      Solutions
      • CCH Axcess™ SuiteCloud-based tax preparation and compliance, workflow management and audit solution
      • CCH® ProSystem fx®Integrated tax, accounting and audit, and workflow software tools
      • CCH® ProSystem fx® EngagementOne central hub for all your firm’s engagements
      • Corporate Actions SuiteSuite of solutions with detailed and accurate corporate action taxability
      View All Solutions
      Expert Insights
      • IRS announces tax relief for individuals affected by winter storms in Oklahoma: IRA and HSA deadlines extended for some
      • IRS announces tax relief for individuals affected by winter storms in Texas: IRA and HSA deadlines extended for some
      • IRA distributions prior to age 59½: When must an individual file IRS Form 5329?
      • Individual retirement accounts: When is IRS Form 8606 required?
      • Knorr-Bremse AG & TeamMate+ Audit
      • Being agile in internal audit: 5 top tips to get started
      • IRA reporting: Excess contributions and recharacterizations - tax year “during which” vs. tax year “for which”
      • 3 things to do right now to become more agile
      View All Expert Insights
    • Finance

      Our solutions for regulated financial departments and institutions help customers meet their obligations to external regulators. We specialize in unifying and optimizing processes to deliver a real-time and accurate view of your financial position.

      Finance Overview
      Solutions
      • OneSumX for Finance, Risk and Regulatory ReportingIntegrated regulatory compliance and reporting solution suite
      • TSoftPlus for Paycheck Protection ProgramSBA Paycheck Protection Program (PPP) software program
      • eOriginalElectronic signatures and digital transaction management
      • CCH TagetikUnified performance management software
      View All Solutions
      Expert Insights
      • ARS 220: Big changes and hard work ahead as APRA puts credit risk in focus
      • How to tackle IFR/IFD reporting obligations
      • Knorr-Bremse AG & TeamMate+ Audit
      • Being agile in internal audit: 5 top tips to get started
      • Webinar: Market Insights France 2021
      • Webinar: Market Insights Luxembourg 2021
      • Uncovering hidden portfolio risks
      • GHB Customer Testimonial Video - OneSumX For IFRS 9
      View All Expert Insights
    • Compliance

      Enabling organizations to ensure adherence with ever-changing regulatory obligations, manage risk, increase efficiency, and produce better business outcomes.

      Compliance Overview
      Solutions
      • OneSumX for Finance, Risk and Regulatory ReportingIntegrated regulatory compliance and reporting solution suite
      • TeamMateSolutions suite for auditors
      • OneSumX for Regulatory Change ManagementTrack regulatory changes across a list of global agencies
      • Lien SolutionsMarket leader in UCC filing, searches, and management
      View All Solutions
      Expert Insights
      • ARS 220: Big changes and hard work ahead as APRA puts credit risk in focus
      • IRS announces tax relief for individuals affected by winter storms in Oklahoma: IRA and HSA deadlines extended for some
      • How to tackle IFR/IFD reporting obligations
      • IRS announces tax relief for individuals affected by winter storms in Texas: IRA and HSA deadlines extended for some
      • Chapter 7 bankruptcy cases: Evaluating a secured creditor's position
      • IRA distributions prior to age 59½: When must an individual file IRS Form 5329?
      • Florida's out-of-state telehealth registration law
      • Best practices for UCC filings and searches
      View All Expert Insights
    • Legal

      Serving legal professionals in law firms, General Counsel offices and corporate legal departments with data-driven decision-making tools. We streamline legal and regulatory research, analysis, and workflows to drive value to organizations, ensuring more transparent, just and safe societies.

      Legal Overview
      Solutions
      • Enterprise Legal managementMatter and spend management solution
      • CT Global Corporate ServicesCompliance services for global expansion
      • CheetahAccelerate your legal research
      • CCH AnswerConnectResearch platform & content
      View All Solutions
      Expert Insights
      • ELM Amplify: Advice on AFAs from those who have made them work
      • How CLM Matrix helped Kedrion Biopharma streamline contract request processes and improve productivity
      • Practicing the three A’s of good cybersecurity
      • On-demand webinar: The 2021 Delaware update
      • See the potential ROI of a CLM solution with our savings calculator
      • Meeting diversity goals starts with measuring them
      • On-demand webinar: Modernization of corporate legal - How and why is legal changing?
      • Making the business case for a contract lifecycle management solution
      View All Expert Insights
    1. Home >
    2. Solutions >
    3. FundTax®
    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. 
    Request More Information
    Request More Information
    Automate complex fund investment calculations & reporting including: 
    calculator percentage tax preparation taxprep trusts returns icon

    Wash Sales

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

    document case written communication publication article checklist worksheet form paper report archive connected icon

    Straddles

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

    security check shield safeguard legal risks icon

    REITs

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

    digital laptop gathering documents icon

    PFICs

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

    arrows change crossing directions easy changing icon

    QDI/DRD

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

    Fundtax
    Watch Video

    GainsKeeper FundTax

    Spend less time on tax reporting compliance and reduce risk by automating tax adjustments for mutual funds with a streamlined process you can trust.
    Support

    We're here for you.

    Call us at 1-888-441-3339 or 866-305-0492
    Email Us
    FundTax leverages GainsKeeper's tax lot accounting system for transaction processing and excise tax reporting. 

    Related Solutions

    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.

     

     

    Learn More
    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.
    Learn More

    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.
    Learn More

    Regulatory Change Management

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

     

    Learn More
    Request More Information
    Footer Navigation
    • About Wolters Kluwer
    • Strategy
    • Our Organization
    • Management
    • Supervisory Board
    • Value Creation
    • News & Press Releases
    • Events
    • Solutions
    • Health
    • Tax & Accounting
    • Finance
    • Compliance
    • Legal
    • Expert Insights
    • Careers
    • Investors
    • Sitemap
    • Site Owner
    • Contact Wolters Kluwer
    Follow Us
    • Facebook
    • Twitter
    • LinkedIn
    • YouTube
    Wolters Kluwer Logo

    When you have to be right

    • Terms of Use
    • Privacy & Cookies

    © 2021 Wolters Kluwer N.V. and/or its subsidiaries. All rights reserved.