Solution introduction

Tax reporting for capital income

Software solution for automatized tax reporting for capital income

Technology and financial services are progressing hand-in-hand to deliver faster customer services, cost efficiencies and competitive offering.

Our CAPITAL solution automates traditional spreadsheet-based tax calculations for income from capital. 

To save your time & costs, increase quality and improve your customer experience.

Annual tax reporting 

  • Annual calculation of taxable income
  • Production of detailed tax reports
  • For private investors and private foundations

Withholding tax reporting

  • Calculation of foreign withholding taxes
  • Detailed reports on refundable and foreign taxes
  • Refund of foreign withholding taxes

Tax optimization

  • Tax-loss compensation
    (e.g. calculation of “COVID19” tax losses before the end of 2020)
  • Reduction of taxable income from non-reporting funds ("Selbstnachweis")

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.