Tributum First Tax

Tributum First Tax is a standardized software solution from Steria Mummert Consulting designed for automated calculation and preparation of annual tax certificates according to article 20 EStG. In combination with the component Tributum Capital Gain, the reporting requirements for capital gains and interest income reports (Jahresbescheinigung) are met.

Automatic processing
Tributum First Tax processes the annual tax certificate (ATC) automatically. Because of automated processing, manual activities are kept to a minimum. The calculations for the ATC are based on securities core data, customer data, and securities deposit information provided via XML-interfaces. Prior to processing, the program searches for missing or incorrect data. Any discrepancies generate an error report for pre-processing review, and to further ensure accurate processing.

Well-proven functionalities
In addition to the basic functions of calculating and preparing the ATC, Tributum First Tax provides extensive additional features including online dialog boxes which assist in solving any core data issues. The solution also allows for enhancing the securities information with additional specific WM-information for calculation of specific tax-related details.

Because of customer data sensitivity Tributum First Tax offers the service of anonymous ATC processing. The banks will have the ability to later integrate personal customer information. By using Tributum First Tax and its valuable functions, European banks have the ability to extend their services to German customers.

Customer Reporting
In addition to the ATC, Tributum First Tax provides easy to use guidelines for completing the current German income tax forms. Using the guideline for the KAP and AUS sections of the German income tax forms customers are supported in coping with the complexities of the German tax declaration.

Generally, the ATCs are provided as documents in the portable document format (PDF). The layout of the ATC can accommodate corporate identity. If necessary Steria Mummert Consulting can provide relevant information via XML-interface to suit your individual requirements.

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