Tax Operations

End-to-end global tax compliance and operations solution

eClerx Markets’ tax operations solutions help clients manage global taxation compliance across documentation, withholding, reporting, transactional taxes, and reclaims processes, by providing a comprehensive service for FATCA tax withholding, the Common Reporting Standard (CRS), and Section 871.


Our services include:


  • Delivering automated client outreach programs to source and manage information
  • Managing collection, validation, and maintenance of tax forms and self-certifications
  • Managing investor disclosures on behalf of clients
  • Performing accurate reconciliation and settlement of withholding tax claims
  • Monitoring and reporting change in circumstances
  • Offering cost basis break resolution and 1099 reporting expertise
  • Processing transactional taxes across markets