Cross-Border Tax Services

Services for comprehensive, efficient tax relief across global markets

OUR VALUE

BNY’s specialist teams help maximize after-tax returns on cross-border income through accurate withholding, relief at source and post‑payment reclaims in global markets. We provide proactive documentation management, market research and reporting,  maximizing investor returns.

PRODUCT HIGHLIGHTS

Withholding Tax Services

We help make sure the correct withholding tax rates are applied to income using automated workflows and detailed reconciliation. Regular monitoring helps support ongoing alignment with local regulations.

Relief at Source

We help secure the lowest tax rates at the point of payment by applying eligible treaty or domestic relief benefits upfront. We work with sub-custodians, ICSDs and withholding agents to deliver required documentation.

Tax Reclaims

We aid in the recovery of excess tax on cross‑border income through comprehensive tax reclaim services and provide transparency on tax reclaims through standardized reporting, reducing the administrative burden on clients.

BENEFITS AT A GLANCE

Maximizing After-Tax Returns

We help reduce tax leakage and maximize net income across diverse markets.

Better Cash Flow Predictability

Our relief at source services minimize the need for subsequent refunds. Accurate withholding and timely reclaims give greater predictability to income patterns and help reduce volatility.

Enhanced Transparency and Insights

We optimize outcomes with proactive alerts that highlight regulatory changes and opportunities. Centralized dashboards and reporting provide line‑of‑sight into rates applied, reclaim progress and exceptions.

CORE CAPABILITIES

  • Audit-ready reporting
  • Accurate reclaims
  • Standardized workflows & status tracking
  • Specialist teams
  • Centralized dashboards
  • Withholding and relief expertise

MORE WAYS TO PARTNER WITH US

Tap into BNY’s full suite of Platforms and Solutions to amplify your experience so that you have the tools and resources needed to adapt to an ever-evolving market and its demands.

 
Custody
Our custody solutions integrate data, analytics and real-time-reporting across workflows, giving you the insight and control to operate at scale.
 
NEXEN Tax Reporting
Online access to real-time data allows you to efficiently manage tax relief across all your accounts.
 
Pershing
Clearing, custody, trading and advisory technology that unifies data, strengthens risk controls and scales intermediary operations.

THE BNY ADVANTAGE

BNY is a global financial services platforms company at the heart of the world’s capital markets. For more than 240 years BNY has partnered alongside clients, using its expertise and platforms to help them operate more efficiently and accelerate growth.

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