Customer Logins

Obtain the data you need to make the most informed decisions by accessing our extensive portfolio of information, analytics, and expertise. Sign in to the product or service center of your choice.

Customer Logins

Tax Solutions

Delivering comprehensive outsourcing and technology solutions designed by industry experts

Tax Solutions by IHS Markit was designed by a team of leading industry experts to deliver comprehensive outsourcing and technology solutions for the global marketplace. No matter which jurisdiction or regulatory obligation your business encounters, Tax Solutions enables customers to scale and streamline tax compliance processes. Through our secure electronic exchange, you can reduce the resource burdens of tax, onboarding and accounts payable teams while creating the efficiencies necessary to manage an ever-increasing scope of compliance processes.

From QI and FATCA to CRS due diligence, Section 871(m), Section 305(c), and other regulatory requirements, Tax Solutions helps you achieve timely and accurate regulatory compliance including validation of Forms W-8, W-9, KYC documents and self-certifications, withholding rate calculations, GIIN/TIN matching and information return reporting. Our technology teams deliver quarterly system upgrades to continuously address the constantly evolving tax environment. This is all backed by our team of dedicated professionals who can assist with onboarding and outsourcing to save critical time and resources.

Why IHS Markit?

View our holistic suite of solutions and services designed to transform your tax and compliance operations

You may also be interested in

Tax Solutions for Cryptocurrencies

Access a suite of solutions to manage evolving cryptocurrency regulations

LEARN MORE

KYC Services

Our market leading solution built on Counterparty Manager, enables you to automate, validate and integrate KYC Data using our technology

Learn more

Optical Character Recognition

Digitizing tax validation and due diligence available through MD3®and CRS due diligence solutions

Learn more

Risk & Regulatory Managed Services

Enhance your firm's efficiency, compliance and reputation with an end-to-end outsourced managed service.

LEARN MORE

KY3P®

The future of third-party risk management

Learn more

Tax Utility

Enabling counterparties to exchange validated tax documentation to support the processing of Forms W-8BEN-E, W-8IMY, W-8EXP, W-8ECI, W-9 and Common Reporting Standard (CRS)

Lean more

Custodian Solutions for Risk and Regulatory Compliance

Transform your client services and increase efficiency

LEARN MORE

Vendor Tax Portal

Managing tax determinations when making payments to US and foreign vendors

Learn more

Counterparty Manager

Engage with your counterparties, exchange and track entity and onboarding information securely, and address your regulatory compliance requirements

Learn more

Digital W-8®

Automating the creation, renewal, and validation of electronic Forms W-8, W-9, and 8233 for vendor payments

Learn more

Introducing IHS Markit's Electronic W8 platform

Experts

William Sheridan

Mr. Sheridan has an extensive background in information reporting, documentation and withholding. He serves as one of the tax subject matter experts regarding the Foreign Account Tax Compliance Act (FATCA), the OECD's Common Reporting Standard (CRS), Qualified Intermediary (QI) compliance and Section 871(m). He works with several financial institutions, including large multi-national banks, insurance companies and funds. Mr Sheridan has a broad range of experience assisting clients in the implementation of process and procedures for operational tax compliance. Prior to joining IHS Markit, Mr. Sheridan spent over 12 years with HSBC where he was seconded in the United Kingdom and acted as the Group's subject matter expert with respect to FATCA. He was also responsible for the Group's QI program; and had oversight of internal testing, audit preparation and risk management. Mr. Sheridan has experience in implementing and developing global operational tax risk processes and procedures; and has developed information reporting, documentation and withholding training programs for business lines. Mr. Sheridan has also worked with U.S. withholding compliance issues and led successful Voluntary Compliance Program submissions. He has over 20 years' experience in the financial service industry and brings a practical understanding on how to implement strategic institutional change in order to comply with operational tax matters.

View Profile

Christopher Craddock

Since joining IHS Markit, Mr. Craddock has supported the business and product development for the tax suite of products and services provided for the Europe, Middle East & Africa region. He has extensive industry experience in the field of taxation and regulatory compliance for FATCA, QI and AEOI regulations. Previously, Mr. Craddock worked as a vice president at Brown Brothers Harriman, and as a member of the Global Tax Services team in London. In this role, he managed more than 100 client relationships across Europe and was a regular speaker at industry events. Prior to BBH, Mr. Craddock spent eight years at PricewaterhouseCoopers LLP, London, where he worked with financial services clients seeking tax and consulting services to review tax and operations in light of regulatory reform. Mr. Craddock holds a degree from the University of York, United Kingdom, and is a qualified ICAEW Chartered Accountant.

View Profile

Christopher Liguori

Mr. Liguori has over twenty years of industry experience. As executive director, he is responsible for providing FATCA and CRS services and assistance to customers in the financial services industry, including hedge funds and investment partnerships. Prior to joining IHS Markit, he was the managing director of State Street's FATCA and CRS Service and a tax director at both Chilton Investment Company and PricewaterhouseCoopers LLP. He served as an adjunct instructor at New York University, teaching Partnership Taxation. Mr. Liguori holds a Bachelor of Science degree in finance and management, and a Master of Science degree in accounting from The University of Rhode Island, United States. He also holds a Juris Doctor from the Columbus School of Law at The Catholic University of America.

View Profile

Yvonne Kunihira-Davidson

Ms. Kunihira-Davidson advises several global financial institutions, online brokers and multi-national corporations on how to manage and monitor their compliance obligations with respect to the US FATCA & QI regimes, as well as the OECD CRS and MDR regimes and the EU's DAC6 regime. Prior to joining Markit, Ms. Kunihira-Davidson was with Burt, Staples & Maner, LLP and PwC in London. While at PwC, Ms. Kunihira-Davidson served as the global coordinator of QI audit and advisory services from 2003 to 2010 and represented PwC on the IRS sponsored QI industry practitioner working group from 2001-2010. Currently, Ms. Kunihira-Davidson is an active member of the OECD's FATCA/CRS Business Advisory Group and the tax taskforce of the Digital Chamber of Commerce She is a regular speaker at various industry events on QI, FATCA, and CRS in both Europe and the U.S. In addition to her client facing roles, Ms Kunihira-Davidson is a founding member of our EMpower multicultural network and is co-head of the IHS Markit CEO D&I Advisory Board.

View Profile

Events

IHS Markit Webinar 12 October 2021

Q3 What's New in iLEVEL

Join us for a live session highlighting new featur (...)

IHS Markit Webinar 13 July 2021

Q2 What's New in iLEVEL

Join us for a live session highlighting new featur (...)

IHS Markit Webinar 25 August 2021

ISDA Amend IBOR Webcast Demo Series

Each week, our team will walk asset managers throu (...)

IHS Markit User Group 07 July 2021

ISDA Amend Working Group

The ISDA Amend team at IHS Markit is leading a ser (...)

Follow Us

{}
Filter Sort