Resources

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  • 2016 – Instructions for Form 1116

    File this form to claim the foreign tax credit if you are an individual, estate, or trust, and you paid...

  • About Us

    Founded in 1992, GlobeTax is the world’s trusted provider of foreign tax relief services to the investment and financial services...

  • Benchmark Analysis

    Many foreign governments withhold excess tax on dividend and interest payments to nonresident shareholders, and investors with portfolios benchmarking major...

  • Beneficial Owners

    Investors with cross-border investment income are often entitled to withholding tax refunds or tax relief at source, depending on several...

  • Central Securities Depositories (CSDs)

    As CSDs continue to extend their scope of influence locally and internationally in both the equity and fixed income space,...

  • Custodians

    Custodians are well aware of the challenges involved in servicing cross border assets and processing corporate actions.

  • Depositary Receipt (DR) Programs

    GlobeTax supports the tax processing requirements of Depositary Receipts (DRs) and equivalent instruments. Because DRs are synthetic instruments, claims on...

  • eCerts

    eCerts allows investors to electronically complete an application for a Certificate of Tax Residency - used to apply for favorable...

  • eDocs

    eDocs, a secure online document creation and data submission tool, simplifies beneficial owner onboarding.

  • Endowments / Foundations

    In the current investment climate, every basis point counts, and there is growing pressure on fiduciaries and asset managers to...

  • ESP

    ESP is a secure platform for the collection of investor data and documentation.

  • eTaxData

    Financial institutions and investors use eTaxData, GlobeTax’s strategic, online withholding tax information tool, for planning, research and management of dividend...