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Streamline Tax Processes with Confidence

Simplify fund tax compliance and reporting with scalable, expert-driven solutions.

Comprehensive Tax Administration for Investment Funds


SS&C combines deep tax expertise, purpose-built technology and global scale to streamline compliance, reporting and filings across alternative and registered funds.

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SS&C Tax Administration Services

Simplify tax compliance for alternative and registered funds. Learn how SS&C’s expert-backed tax services drive accuracy, speed and confidence.

Brochure

Streamline Your Tax Processes with Confidence

Simplify hedge fund tax compliance with SS&C’s Tax Administration Services. Ensure accuracy, efficiency and regulatory adherence.

Whitepaper

What Every Hedge Fund Manager Should Know About Taxes

Learn the five key tax considerations every hedge fund manager should know for compliance, reporting and investor satisfaction.

Full-Spectrum Tax Support for Complex Fund Structures

From hedge funds to mutual funds and private credit vehicles, SS&C delivers end-to-end tax administration services designed to ensure accuracy, efficiency and compliance across all jurisdictions.

Tax Compliance and Reporting

Ensure adherence to global tax regulations and reporting standards with comprehensive support for federal, state and international filings—including K-1s, 1099s, and PFIC reporting.

Taxable Income Calculations and Allocations

Accurately calculate and allocate taxable income using SS&C’s proprietary Tax Brightline software, providing real-time analytics, seamless data flow and full transparency.

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Investor Reporting and Disclosures

Deliver timely and accurate investor reporting through digital K-1 and K-3 packages, customized disclosures and data layouts for year-end shareholder reporting.

Consulting and Audit Support

Gain confidence with audit-ready documentation, ASC 740 analysis and proactive guidance from SS&C’s 150+ tax professionals integrated with accounting and fund administration teams.