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TAX INFORMATION REPORTING SOLUTIONS

Tax Reporting Manager (formerly Compliance Plus®), the Tax Information Reporting Suite (formerly Wall Street Concepts) provides tax information reporting outsourced solutions to the financial services industry to facilitate production of Forms 1099, 1042-S, 5498, K-1, etc. for domestic, retirement and nonresident alien accounts. This includes the special requirements associated with REMICs, Pass Through Mortgage Backed Securities, Long term OID bonds, Master Limited Partnerships, Mutual Funds, REITs, Unit Investment Trusts, and Widely Held Fixed Investment Trusts (WHFITs).
 OUR PRODUCTS
Tax Reporting Manager
Helps firms comply with all federal and state requirements, including rules related to investor-level supplemental reporting for Widely Held Fixed Investment Trusts (WHFITs).
Fixed Income Calculation Hub
Web-based application that helps facilitate income and cost basis accounting for any portfolio that includes REMICS and debt instruments.
Fixed Income Cost Basis Reporting Service
Data process services that generate reportable income and cost basis adjustments on debt instruments.
Income Reallocation Services
Transaction-based services that use transaction histories that you provide to compute the appropriate income for each tax lot.
Master Limited Partnership Reporting Services
Clearing house of Master Limited Partnership Reporting Services that collect, consolidate and distribute street-name information on behalf of nominees in compliance with 6031(c).
Mortgage-Backed Income Services
Transaction-based services that offer compliance with the reporting regulations covering Widely Held Fixed Investment Trusts (WHFITs), Real Estate Mortgage Investment Conduits (REMICs), and other collateralized debt obligations (CDOs).
TEFRA Glossary Data Services
Provides a database of securities that require special consideration in any tax information reporting system.
Unit Investment Trust Services
Helps your firm process Unit Investment Trust (UIT) transactions and complete year-end UIT adjustments.

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 CONTACT US
FIS Tax Information Reporting Suite
347 Riverside Avenue
Jacksonville, FL 32202
General: (646) 445-1099
Customer Service Support:
(877) 901-1099
- Option 1 - Select for Product and Security Questions
   April thru December: Monday - Friday 8:30AM - 5:30PM EST
   January thru March: Monday - Friday 8:30AM - 7:30PM EST
Saturday - 10:00AM - 1:00PM EST
- Option 2 - Select for File Transmissions and Technical Support and after hours
   April thru December: Monday - Friday 9:00PM EST - 4:00PM EST (Note:Support team not available between the hours of 4:00PM EST and 9:00PM EST)
Saturday - Support until 4:00PM EST
   January thru March: Monday - Saturday Full 24 hour support
Sunday - 9:00PM - 12:00AM EST
This number is backed up by a Voice Mail application that will automatically generate e-mail to the covering staff.
Client Services
To submit an inquiry by existing subscribers.
Instructional guide on using the Web-Based Inquiry Tracking System.
Request Information
For additional product information.
Key Staff
A listing of product managers available to assist your firm's needs.
 PROJECT COLLABORATION
 FIS TIRS activeCollab ®
 To access the project collaboration web portal.

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