Tax Analysis & Compliance Software
G2 FinTech’s flagship product, TaxGopher®, enables firms to address their tax compliance requirements. TaxGopher is a powerful tax analysis engine for cost basis adjustments
that provides accurate information on taxable gains and losses. A high-performance solution for wash sales, TaxGopher also offers modules that address constructive sales, straddles, qualified dividends, and dividends received deductions.
TaxGopher augments a
company’s existing portfolio management system and is currently driving wash
sale reporting for more than 700 funds.
Complete Cost Basis Reporting (CBR) Solution
TaxGopher+ adds a tax lot retirement engine to TaxGopher, our tax analysis engine. It addresses all three roll-out phases of the 1099-B CBR rules and produces the necessary compliance reports for equities, mutual funds, exchange-traded funds, fixed income and options.
Visit G2’s Resources section, where tax practitioners and compliance officers will find practical information and guidelines on how to accurately perform tax analyses on securities transactions (TAST).
International Compliance Software
G2 offers German Tax and UCITS Directives software modules.
Data Warehouse Solution
All of the G2 FinTech software solutions are built on the simple, yet powerful G2 Data Warehouse (G2DW). A smart data storage system, G2DW captures salient data from your portfolio accounting platform and prepares that data for use in addressing your tax analysis and compliance requirements.
G2 FinTech specializes in tax analysis and compliance software products for the
investment management community. G2’s software products help Clients solve business problems that have been traditionally addressed with in-house code or expensive third-party services. Our Clients include leading Hedge Funds, Brokerage Firms and Fund Administrators, and Accounting & Audit firms in the U.S. and around the globe.