Year End Assessment: Top Questions to Evaluate Your Withholding Tax Recovery Provider
As the year comes to a close, many institutions take stock of what worked well and where improvements can be made. Withholding tax recovery is often one of the overlooked operational functions, yet it can have a meaningful impact on fund performance. Looking back over the past twelve months provides a clear opportunity to evaluate whether your current withholding tax recovery provider delivered the outcomes, visibility and operational support your portfolio required.
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FundApps and WTax announce strategic partnership to help investors navigate cross-border complexity
Additional Alpha From Accuracy: The Cost of Small Errors in Withholding Tax Recovery
Institutional investors are acutely aware that every basis point counts. In a competitive market, where fee compression and heightened governance expectations are constant, finding new sources of value is critical. One such source sits outside the portfolio itself: withholding tax recovery.
IRS Operational Pressures Could Affect 2026 U.S. Tax Residency Certificates
WTax is monitoring developments at the United States Internal Revenue Service (IRS) following indications that staff reductions, funding pressures and the continuing federal government shutdown may contribute to slower processing of Form 6166, Certificate of U.S. Tax Residency, for the 2026 tax year.
Behind the Scenes of WTax’s Proprietary Rules Engine
At WTax, our technology is at the heart of everything we do. Behind the smooth, client-facing process lies one of the most advanced systems in the withholding tax recovery industry: our proprietary Rules Engine.