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FIS Tax Reporting Manager

wsc.com

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Spec score 6.9 #20 of 26 in Tax Information Reporting Software

Spec sheet

Purpose
Provides tax compliance, reporting, consulting and training to help financial institutions meet tax reporting obligations to the IRS and their customers.Read 8 Oct 2026 · fisglobal.com
Integrations
The product sheet describes coordination with cost basis systems and data feeds to third-party tax preparation software using the OFX industry standard.Read 8 Oct 2026 · fisglobal.com
Support
The WSC site lists customer service support by phone, with product and security questions and technical and file transmission support options.Read 8 Oct 2026 · wsc.com
Headquarters
Jacksonville, Florida, United StatesRead 28 Sep 2026 · wsc.com
Founded
1968Read 28 Sep 2026 · wsc.com
Asset coverage
The suite identifies special reporting requirements for REMICs, pass-through mortgage-backed securities, long-term OID bonds, MLPs, mutual funds, REITs, UITs and WHFITs.Read 8 Oct 2026 · wsc.com
Browser requirements
The WSC site lists Internet Explorer 11, Chrome 38.0 and higher, or Firefox 27.0 and higher, with JavaScript and cookies enabled.Read 8 Oct 2026 · wsc.com
Customer adoption
The product sheet states that more than 350 financial institutions rely on Tax Reporting Manager.Read 8 Oct 2026 · fisglobal.com
Dashboards and research
Filtering tools, real-time account summaries and processing dashboards support searches, research and visibility into current processing.Read 8 Oct 2026 · fisglobal.com
Processing
Exception-based reporting and year-round daily processing support productivity, with annual tax form updates provided by FIS.Read 8 Oct 2026 · fisglobal.com
Reporting scope
The suite supports production of Forms 1099, 1042-S, 5498 and K-1 for domestic, retirement and nonresident alien accounts.Read 8 Oct 2026 · wsc.com
Statement delivery
Customers can choose printed or hosted statements and delivery options including electronic delivery.Read 8 Oct 2026 · fisglobal.com
Target customers
FIS describes Tax Reporting Manager as a web-based service for U.S. broker-dealers, banks and trust companies.Read 8 Oct 2026 · fisglobal.com
Validation and corrections
The service uses data validations and correction management to minimize errors and account holder inquiries.Read 8 Oct 2026 · fisglobal.com

Plans and prices

FIS Tax Reporting Manager Priced on request Enterprise tax reporting service for U.S. broker-dealers, banks and trust companies; contact FIS for pricing Read 8 Oct 2026 · fisglobal.com

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