Equity Compensation Tax Reporting and Deferred Tax Assets (DTA)
We provide reports to support all of your tax reporting needs. We include modification and purchase accounting adjustments. Settlement reports (exercises, releases, and expirations) support all APIC pool and DTA data requirements.
Getting your arms around the tax effects can be one of the most daunting aspects of equity compensation activity. It is in this area where the Financial Intelligence solution stands alone.
We track DTA across reporting periods, down to the award or vesting tranche level. Our custom model will correctly report DTAs for both actual and as-if expense (depending upon adoption method). The balances are progressed from period to period and disposed of, or brought forward, utilizing the preferred First-in, First out (“FIFO”) method.
Our solution also accommodates unlimited global tax mobility for your plan participants and any intercompany cost-sharing arrangements.