Calendar
Track filing/reporting deadlines based on adviser instruction.
REGULATORY & COMPLIANCE
Tax reporting coordination around approved advice and data.
Coordinate tax-reporting calendars, approved source data, adviser and accountant requests, review status and retained evidence without assuming formal tax-advisory or filing responsibility.
Overview
Tax reporting coordination organises data, deadlines, provider requests and evidence needed for tax filings/reporting processes without Kelton providing tax advice.
Our capabilities
Data pack
Assemble required source information from approved accounting, investor and entity records.
Provider workflow
Track adviser and accountant requests, responsible owners and agreed delivery dates.
Evidence
Retain final data, queries and outputs.
Service coverage
Core records
- Tax adviser request list
- Fund/entity accounting data
- Investor/tax data
- Prior filing evidence
Operating activities
| Step | Activity | What happens |
|---|---|---|
| 1 | Scope | Receive authorised requirement. |
| 2 | Collect | Assemble data. |
| 3 | Validate | Check completeness/consistency. |
| 4 | Hand off | Deliver to tax adviser/provider. |
| 5 | Resolve | Track queries. |
| 6 | Archive | Retain approved evidence. |
Reporting and oversight
- Tax reporting data pack
- Request tracker
- Exception list
- Submission/evidence archive
What clients gain
Complete reporting calendar
Track filing/reporting deadlines based on adviser instruction.
Consistent source-data pack
Assemble required source information from approved accounting, investor and entity records.
Clear adviser and provider workflow
Track adviser and accountant requests, responsible owners and agreed delivery dates.
Retained filing evidence
Retain final data, queries and outputs.
Governance and integration
Tax Reporting Coordination is delivered through defined responsibilities, controlled records and documented review. Material exceptions, judgements and approvals remain visible and attributable throughout the operating process.
- No tax interpretation by Kelton.
- Authorised adviser instructions retained.
- Source lineage.
Expertise and delivery
Experts behind the service.
Relevant professionals support service design, exception review and delivery governance where specialist judgement is required.
Meet our Experts & ProfessionalsTechnology that supports control.
Controlled data, workflow and review capabilities support consistent execution, transparent oversight and traceable evidence.
Explore Technology & ExpertiseConfigured around your operating model.
Services can be delivered through managed operations, technology enablement, co-sourced delivery or transition support.
See How We WorkFrequently asked questions
Does Kelton prepare tax advice?
No. It organises the operating/data workflow around authorised advisers.
Why separate this from FATCA/CRS?
FATCA/CRS is a specific tax-transparency regime; other tax filings/reporting use different data and advisers.
Discuss Tax Reporting Coordination
Start with one workflow, one operating issue or one provider transition. We will map the current process, responsibility boundaries, required data and a practical first engagement.