Tax statement automation (1) Tax Statement Automation

Streamline tax statement processing with SuperMate’s new Annual Tax Statements screen.

SuperMate brings together all fund assets that are likely to receive an annual tax statement requiring tax components to be entered, showing you the current status of all tax statement records in one screen.

Supercharge processing with an estimate of your client’s distributions’ tax components, based on information entered and confirmed for other funds-significantly reducing processing time and manual data entry to complete the tax statement processing.

 

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