Global Tax Services

International investing has grown tremendously during the past decade. Both individuals and institutions are seeking investment prospects that extend beyond their national borders to destinations that offer the most attractive growth opportunities. With those opportunities, however, lies a spectrum of intricate tax matters, including international tax regulations, treaty provisions and withholding tax reporting requirements. The Depository Trust & Clearing Corporation (DTCC) has the solutions to help you navigate this complex new world.

Through its depository - The Depository Trust Company (DTC) - DTCC offers a full complement of services to help you address your clients' tax withholding and reporting requirements.

Domestic Tax Reporting Service (DTax)

Domestic Tax Reporting Service (DTax) accumulates year-end tax reporting information on various U.S. security types, including mutual funds, real estate investment trusts (REITs) and common stock, which is necessary for accurate and timely form 1099 reporting (the U.S. Internal Revenue Service requires that payers of income provide payees with 1099 forms by January 31 following the end of a given tax year). more

DTC TaxInfo

(TaxInfo), a companion service to TaxRelief

, is a tax information database providing up-to-date, authoritative information on withholding rates and tax relief opportunities related to international securities held at The Depository Trust Company (DTC). As an information resource, TaxInfo allows quick identification of the lowest available withholding tax rates to maximize returns on investments and avoid excess withholding. more

DTC TaxRelief

is a technology-based communications facility that enables depository participants to withhold international tax efficiently for themselves and for their customers, either immediately at the time a non-U.S. dividend payment is made ("at-source" relief) or subsequently through accelerated refunds. more

U.S. Tax Withholding Service

U.S. Tax Withholding Service is an automated service that enables non-U.S. financial institutions holding U.S. securities at the depository to comply with U.S. non-resident alien (NRA) withholding tax rules. In addition, the service can help participants maintain the lowest possible U.S. withholding rates for their customers. more