Solution introduction
Managed Tax Operations takes the burden of tax administration off businesses
The service handles end-to-end tax operations using FSL's award-winning CGiX software, from income and capital gains calculations across UK, US and Irish investors to full tax reporting and customisable tax-pack production
It delivers improved operational efficiency, reduced overhead costs and enhanced data accuracy, allowing staff to focus on core business and client service.
Ongoing support is provided via a personalised helpdesk, bespoke training and customisable workflows. Features include tax-modelling, income forecasting, portfolio rebalancing, data feed checks, bulk imports, error resolution, and environment maintenance - helping minimise compliance risk and ensure reliable tax reporting.
