Ease the Burden of the Tax Information Reporting Process

Maxit Information Reporting is a year-round service providing your financial institution transparency into the information reporting process.

Maxit Information Reporting is platform agnostic, providing exceptional reporting with data from any back office or cost basis solution.

Ease the tax reporting burden by having real-time access to tax files throughout the year, making updates and adjustments as needed. Come January, your tax reporting data is clean and ready to go, allowing your firm to deliver timely and accurate tax forms to your clients.

Increases accuracy and reduces corrections- to deliver a superior client experience

Lessens stress for you and your team

Reduces resources needed to handle tax season

Support for brokerages, custodians and exchanges

  • 1099 B, K, INT, DIV, MISC, OID

  • 1042-S

  • 5498

  • 2439

  • 1099R

  • 1099Q

  • 5498-ESA

ADDITIONAL FORMS & SERVICES

  • Puerto Rico Forms 480.6a, 6b, 6c

  • State Reporting

  • Income Reclassification

  • NRA Withholding

  • Daily Tax Processing and Exception Reporting

  • Managed Services

FILING/DISTRIBUTION/STORAGE

  • IRS Extension Filing

  • IRS Filing (FIRE)

  • Print Distribution Forms

  • E-Delivery of Forms

  • Information Reporting Form Storage