Automated reporting system for life insurance
msg.Tax Data (Life)
msg.Tax Data is standard software that transmits tax data to the relevant authorities automatically.
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Financial and insurance companies are required by law to report retirement income in a number of different ways for tax purposes. msg.Tax Data sends tax data to the relevant authorities in Germany and abroad automatically. The software manages and documents all business processes transparently, taking into account all legal processes and deadlines.
- Stand-alone components to report basic pension contributions, KiStAM, CRS/FATCA, exemption orders and non-assessment certificates
- Full coverage of all legal requirements
- Upgradeable standard software is a future-proof and safe investment
- The software is quick and easy to use
- Improved information retrieval ensures high service quality
- Available as a private cloud solution
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Basic pension: Complete tax reporting process for retirement income to the ZfA -
KiStAM: Queries the church tax rate from the tax authorities / feedback to the querying system -
CRS/FATCA: Notifications to automatically share information about financial accounts -
Exemption orders and non-assessment certificates: Administration of exemption orders and non-assessment certificates, reporting for the control procedure -
The data required by the authorities are pooled in a separate database -
Extensive technical and functional plausibility-checking for data
The solution is preconfigured for integration with our msg.Life Factory policy management system or is alternatively available as stand-alone software. The individual components of the solution can be used separately or in any combination.