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WTax offers a tech-based solution streamlining client onboarding, data collection, document acquisition, processing, and submission of all withholding tax claims.
Product Description
About this Product
Outsourced foreign withholding tax recovery services:
- Automated and transparent tech-based tax reclaim solution
- Dedicated client relationship manager
- Success fee model
About WTax
WTax is a division of the VAT IT Group, which comprises 40 wholly-owned offices, located around the world. Collectively, the VAT IT Group services over 15,000 clients in 107 countries. With over 1,300 employees, including over 100+ qualified lawyers and public accountants, the VAT IT Group has grown to become the largest indirect tax recovery firm in the world. Over the last 20 years, the VAT IT Group has successfully recovered over $6 billion for its clients. WTax leverages the VAT IT Group’s extensive network and infrastructure to provide specialist, fully-outsourced foreign withholding tax recovery solutions in over 30 jurisdictions. WTax attends to all of the administrative, technical and operational tasks in the foreign withholding tax recovery process.
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Product Details
More info about us
Category
Integration Capabilities
Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
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