Income Reporting Essentials

In a live webinar, our tax experts covered the complexities of income classification, reporting, and cross-border taxation, while sharing tips to improve your workflows:
Classification challenges: interest vs. dividends and the risks of getting it wrong
Reclassifications: how shifting income types affect reporting across a 12-month cycle
Different income types: dividends, interest, ERI, fee rebates, compensation payments, dividends in specie
Fund structures: Unit Trusts, REITs, and PAIFs, including PID vs. non-PID classifications
Reconciling platform vs. CTC values: where mismatches come from and how to fix them
Accrued income reporting: handling earned-but-unpaid income
Withholding taxes: what to watch for across jurisdictions (US, Canada, Switzerland)
Watch the full session below.
Upcoming Event
- Wednesday 24th September 2025
- 1:00 pm - 1:45 pm
- Online Webinar
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