Cost Basis Reporting - Compliance Solutions – Wolters Kluwer
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Cost Basis Reporting Compliance

  • Count on us for the expertise and tax-infused technology you need to cover the requirements of the cost basis reporting law

    Wolters Kluwer Financial Services has the in-depth expertise and proven technology you need to comply with the cost basis reporting law. From Phase 3 coverage of debt and options to meeting the higher corporate actions tax reporting requirements, you can count on us for the cost basis tools you need to succeed. Learn more about the cost basis reporting law.

    Cost Basis Reporting Compliance-COVERED

    Count on GainsKeeper®, our award-winning, tax lot accounting system and the cost basis reporting compliance solution of choice at blue chip brokerages-to cover your cost basis reporting needs. GainsKeeper already has the functionality to meet the January 1, 2014 Phase 3 debt and options initial effective date. And GainsKeeper CompleteDebt delivers the same functionality as our enterprise system—as a stand-alone solution that you can integrate into your existing cost basis system. Learn More about GainsKeeper.

    Corporate Actions Taxability-COVERED

    Count on our corporate actions tax tools for coverage of the foreign and domestic event details you need-including IRS Form 8937 information, to meet the higher corporate actions tax reporting requirements resulting from the cost basis law. Learn More about Managing Corporate Actions Tax.

    Our corporate actions suite includes:

    • BasisPro—Automated basis calculator
    • Capital Changes—In-depth content and tax analysis
    • CISR™ 8937—Centralized IRS Form 8937 issuer statement reporting service
    • FCATS™ —Automated delivery of foreign & domestic corporate actions tax details.