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CTI Tax Solutions

Delivering comprehensive tax consulting, outsourcing and technology solutions designed by industry experts

CTI Tax Solutions by IHS Markit was designed by a team of leading industry experts to deliver comprehensive tax consulting, outsourcing and technology solutions for the global marketplace. No matter which jurisdiction or regulatory obligation your business encounters, CTI 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, CTI 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.

Key benefits:

  • Outsourcing – Get a comprehensive solution for compliance with domestic, non-resident, FATCA tax withholding and information return reporting needs, and Common Reporting Standard due diligence and reporting requirements. Services include tax form validation, validation of KYC documents and self-certifications, withholding rate calculations, GIIN/TIN matching, information return reporting, and periodic reviews of compliance
  • Cost savings – Reduce costs associated with tax compliance, investor onboarding and compliance monitoring – an especially important benefit due to the growing cost of non-compliance penalties and reputational damage for institutions not applying these complicated rules correctly
  • Expertise – Obtain operational and tax technical training and education for participants and other interested parties
  • Transparency – Review our processes, methodology, results and documentation, as defined by auction sponsors, which is available to all participants, with fully auditable auction proceedings and results
  • Consulting – Take advantage of our advisory and consulting services and work with a subject matter expert to define your firm’s procedures and tax documentation, reporting and withholding requirements


  • Banks
  • Financial Institutions
  • Hedge funds
  • Insurance companies
  • Online banking and brokerage firms
  • Private equity firms

End-to-end Tax Solutions from IHS Markit


Products and Solutions

  • CTI Tax Solutions: Electronic Subscription Documents

    A heightened focus in recent years on regulatory compliance obligations within the financial industry has significantly increased the burden on funds and fund administrators with respect to managing investor onboarding and ongoing due diligence compliance monitoring. This increase in regulatory burden has also affected the investor’s experience, with a real impact on client-facing relationships.

  • CTI Tax Solutions: Validation

    CTI Tax Solutions offer a suite of due diligence validation tools for the solicitation, renewal and validation of Forms W-8 and W-9, know your customer and self-certifications for financial services firms and multi-national corporations.

  • CTI Tax Solutions: Common Reporting Standard (CRS)

    Financial institutions (FIs) face a unique challenge as global tax authorities have recognized the benefit of receiving tax reporting on their tax residents as a measure to counter tax evasion. The Organization for Economic Cooperation and Development (OECD) issued a global Standard for Automatic Exchange of Financial Account Information (AEOI), including the Commentary on the Common Reporting Standard (CRS).

  • CTI Tax Solutions: Section 871(m)

    In 2015, the US Internal Revenue Service (IRS) issued new final and temporary regulations under Section 871(m) of the US Internal Revenue Code. The regulations provide updated rules for determining whether certain payments under swaps or equity-linked instruments might be treated as US dividend equivalent payments and, if paid to a non-US beneficial owner, would be subject to US withholding tax generally applicable to US source dividends. The regulations are effective as of January 1, 2017 and Delta One products are in scope. The IRS issued Notice 2017-42, which provides the industry more time to manage non-delta-one products. The Notice states that the current grace period for non-delta-one products would be extended one year through 2018.

  • CTI Tax Solutions: Tax Withholding and Reporting

    CTI Tax Solutions from IHS Markit provide tax withholding and reporting modules that allow correct withholding payments to be made to both US and non-US recipients and enable withholding agents to generate appropriate information returns for submissions to both the IRS and local tax authorities in Model 1 IGA jurisdictions.

  • Vendor Tax Solutions

    The increased IRS audit focus on payments made to US and foreign vendors, along with significant recent uplifts in information reporting penalties, have made it more critical than ever for companies to have effective compliance procedures in place.

  • Vendor Risk and Due Diligence

    For vendors and third parties, and the organizations who work with them, meeting compliance and tax requirements can be costly, time consuming and inefficient.

  • Regulatory Requirements

    We understand your growing need for access to best-in-class technology and expertise to address increasing regulatory requirements. Our solutions and services enable you to meet global regulatory obligations, increase efficiency in your organization, and mitigate enterprise and operational risk while reducing costs.

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IHS Markit Event 20 March 2019

Securities Finance London Forum 2019

Securities Finance London Forum 2019


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