Tax data & reporting. The records behind the forms.
Tax reporting fails upstream: missing certifications, unclassified income, entities modeled as strings. A8 Core™ keeps tax-grade records as activity happens — so forms, files, and withholding are outputs of the ledger, not a January scramble.
Form coverage
Data models and workflows per form family. Filing capability is labeled: A8 Core™ produces the data and files; transmission and filing certification run through the institution’s configured providers.
1099-R
Retirement distributions with codes, taxable amounts, and withholding.
5498
Contributions, rollovers, conversions, and FMV — including hard-to-value categories.
1099-INT
Interest income including omnibus-cash program crediting.
W-8 & W-9
Certification intake, validation, expiry tracking, and re-solicitation.
1042-S data
Nonresident withholding data captured where accounts require it.
K-1 & K-3 ingestion
Pass-through documents ingested and indexed to accounts and owners.
The tax entity graph
Correct reporting requires knowing who is taxed on what.
Tax entity graph
Owners, entities, trusts, and beneficiaries connected as a graph, not columns.
Tiering & allocation
Income allocated through tiers — fund to feeder to account to owner.
Character preserved
Interest, dividends, and gains keep their character through every tier.
From data to filing
Each step is a product surface, not a spreadsheet.
The suite
Deeper pages for each stage.
IRS IRIS information-return filing
Tax document workflows
Form 5498 hard-to-value
Every form, every account type
Thirty federal and state forms and obligations, mapped to all 45 account types.
Coverage registry
5498, 1099-R, 5498-SA, 1099-SA, 5498-ESA, 1099-Q, the consolidated 1099 set (B, DIV, INT, OID, MISC), 1099-DA, 1042-S and 1042, 990-T with quarterly estimates, 945, the 5500 series and 8955-SSA, 1098 and 1099-A/C, corrections, extensions, state returns and unclaimed property — each with its filer role, cadence, deadlines and transport. Tax forms by account type →
Quarterly is real
Federal withholding deposits on the Form 945 schedule, Form 990-T estimated payments when an account’s expected UBTI tax reaches $500, and state withholding returns are scheduled obligations with evidence — not year-end afterthoughts.
Build on the account operating system.
See how this module fits your institution’s account, custody, and operations model.