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e-TaxData Online                                               

e-TaxData Online is a strategic research, planning and tax information tool designed for financial services firms, including market reference data providers, custodians, brokers and asset and portfolio managers. It is useful for planning, research, relationship management, sales and corporate actions processing. It is the only authoritative, interactive, online withholding tax tool for the market reference data space.

Metrics


Jurisdictions 230+      
History 2001-2008  
Data Points 1,842,750  
Market Notes 3,300+     
     

Access

e-TaxData Online is a frames-based subscription product accessible via a standard web browser (Internet Explorer preferred). IE security must be set to medium and cookies permitted. Subscribers will be allocated a username and password for access.

Subscription

Subscriptions are dependent on scale and scope of use and number of users per subscribing organization. For a quote, use the contact points noted.

e-TaxData Online contains multiple applications. In addition to help and reclaim screens which respectively provide on-line assistance, glossary of terms and access to GlobeTax's tax recovery services, the primary uses are outlined below.


Functionality

Rates

An online query generator which provides research access to GlobeTax withholding tax rate database.


Query Select   Result
Residency   Repeat of query selections PLUS:
Market   Statutory withholding rate
B.O. Type   Treaty rate (if applicable)
Year of Income   Filing deadline (Statute of Limitations)
    Expected recovery time
    Market notes


One-Div

An online query generator which provides a tax reclaim calculator for one dividend event.

Query Select   Result
Residency   Repeat of query selections PLUS:
Market   Reclaim amount
B.O. Type   Currency of reclaim
Year of income   Filing deadline
Number of shares   Market notes
Gross dividend
(or rate/share)
   
Currency    
Net received or tax paid    


Multi-Div

Provides the same result table as One-Div but permits up to ten dividend events per beneficial owner status and residency combination. The screen also contains a downloadable spreadsheet for larger portfolios and a 5-day turnaround free analysis service of potentially recoverable taxes via email.

Position

Position allows a subscriber to populate a spreadsheet with position data: number of shares, security identifier(s), beneficial owner type and residency. On a five-day turnaround service, GlobeTax will calculate, free of charge, what the withholding tax position of the beneficial owner(s) would have been if they had held the portfolio over the last known pay date of the issuers of the securities provided.

Data Protection

e-TaxData Online does not require any personal data regarding beneficial owners of securities income. Information about subscribers is held in electronic form in the USA. GlobeTax is a certified signatory to the Safe Harbor Act approved by the EU Commission on Data Protection. Please click here to see our privacy policies and rules.





 To Download the e-TaxData Online Fact Sheet, please click here