Create and Validate Intermediary StructuresAre complex, multi-tier IMY's costing you valuable time and resources? Creating, processing and validating complex intermediary structures can be a time consuming process that can tie up valuable tax operations resources.
Build and Validate Complex Intermediary Structures
Automate your processing of complex intermediary structures with our advanced intermediary tools and withholding statement capabilities. Our tax operatives validation portal supports the creation, validation, and visualization of intermediary tree structures.
Integrate with withholding tax calculator
Integrated with our advanced withholding statement capability to allow for processing and editing of industry-approved statement formats and intermediary tree visualization. Create and export withholding statements with validated W forms into a W-8IMY package for custodians.
Reduce cost and time spent processing IMYs
Build and validate IMY structures by uploading W8-IMY forms, allocation statements and withholding statements. Our intermediary tool will automatically generate a user friendly chart that verifies percentages and alerts you of any percentage errors.