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TAX
Fund Tax Reporting



TAX is a software solution supporting fund tax reporting. TAX determines the taxation bases in accordance with §5 of the German investment tax laws (InvStG) and automates the creation of WM messages, disbursements decisions, verification certification and capital gain tax registrations (KESt).


TAX Key Features

  • Calculation and display of tax regulations according to §5 of the German Investment Tax Act
  • Distribution notice
  • WM notifications

Benefits with TAX

  • process automation makes manual update and maintenance efforts obsolete
  • no dependance on a few key people who have the necessary know-how
  • high quality of the tax calculations because tax experts from KPMG are involved as advisors

If you have further questions, please do not hesitate to email us or simply call your local Aquin office.

MIG21

ORS

RBK

TAX

DVS

DEBAS

Dr. Detlef Mertens, Warburg Invest
WARBURG INVEST and M.M. Warburg-LuxInvest S.A. have been satisfied RBK users for years. We have decided to implement TAX from Aquin Components because we were convinced by the concept of embedding the taxation expertise of the partner KPMG. Moreover, we are looking forward to a fruitful cooperation with other users.

Whitepaper TAX
Order your copy of the TAX Whitepaper here:
Whitepaper TAX

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Press Release
TAX Factsheet