Information Reporting Features
IRS Tax Forms
Confidently handle all of your tax forms
Harness a single platform to collect customer information and activity, calculate reportable income and activity, and generate information returns required by the IRS.
![Example of Portfolio Statement](https://images.ctfassets.net/6kz06gcm2189/4Dc669WEZaLA1PcjqqRTtR/353a3f2ee6f7ad002c09d4b1afa70d43/Portfolio_Balance.png?w=450&h=318&q=100&fm=png)
Form Delivery
Flexible delivery for every context
Ability to support both electronic and physical delivery of information returns to satisfy your requirements.
![Download Tax Forms](https://images.ctfassets.net/6kz06gcm2189/4J9Lq5SvTzhwFdeQkOa5WZ/30cae08a20f2647c2f1389ef2d2571ed/Card.png?w=450&h=168&q=100&fm=png)