Solutions

Taxparency

Find your way in the tax regulatory compliance maze

The Taxparency solution includes three modules: Regulatory content, Deloitte insights, and the CRS relationship monitor. Taxparency includes the following features and benefits:
 

  • Central knowledge management for tax regulatory topics within an organisation
  • Custom built web crawling technology
  • Regimes in-scope: US FATCA, CRS, and QI
  • Identify implementation differences between and across jurisdictions and regimes
  • Browse and search through regulatory content and Deloitte insights
  • Save and share searches with colleagues
  • Overview of CRS agreements and relevant lists published by local authorities
  • Little to no IT/implementation costs.

Three main modules

Please contact us to request a demonstration

Markus Weber

Markus Weber

Financial Services Tax & Legal Leader Switzerland

Markus heads the Financial Services Tax & Legal practice. He has more than ten years of experience in advising financial institutions in the banking, insurance and asset management sector, covering th... More

Brandi Caruso

Brandi Caruso

Financial Services Tax & Legal

Brandi heads the Tax Transparency offering within the Financial Services Tax & Legal practice across Switzerland, responsible for services related to QI, FATCA, CRS, and 871(m). She is a technical adv... More

Michael Grebe

Michael Grebe

Financial Services Tax & Legal

Michael is a Senior Manager in the Financial Services Tax & Legal practice. He advises banks, trust companies, and insurers in relation to the interpretation and implementation of the global transpare... More

Karim Schubiger

Karim Schubiger

Financial Services Tax & Legal

Karim leads the Tax Transparency team in the Suisse Romande and Ticino markets within the Financial Services Tax & Legal practice, responsible for services related to QI, FATCA, CRS, and 871(m). He is... More

Kaitlin Barbier

Kaitlin Barbier

Financial Services Tax & Legal

Kaitlin is the Project Coordinator for our Taxparency solution. She is also responsible for the coordination of the Swiss Deloitte FS Tax team projects and has a supporting role for project deliverabl... More

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