Utilising the data computed by CGCalc, TaxReporter uses report templates to format and present the data on reports, screens and data extracts.

A country's tax regime is typically based on a taxable entity's income, capital gains and/or wealth. These are catered for by TaxReporter which has the following reporting categories:

TaxReporter UK provides comprehensive Income and CGT reports for UK tax payers. All the figures in this report cross-reference with the
boxes within the UK tax return.

TaxReporter Regulatory Reporting provides European Savings Directive (EUSD) reports in the local tax authority format (currently UK and Jersey are available) and UK HMRC Section 17 and Section 18 returns

TaxReporter Switzerland provides comprehensive Income and Wealth reports for Swiss tax payers including cantonal functionality

TaxReporter Germany provides comprehensive Income and CGT reports for German tax payers and includes Deemed Distribution and Interim Profit reporting

TaxReporter Global provides generic reports for Portfolio Valuations, Capital Gains,  Income and Expenses. The generic reports are based on vanilla templates and world default tax rule definitions. For example, capital gains tax disposal matching rules default to LIFO (last in, first out). All reports are multi-currency and multi-lingual. If it is a customer requirement to provide more detailed reporting for a specific country, templates and rule definitions can readily be put in place. This has already been completed for UK, Switzerland and Germany as shown above.