External Acct Cross Reference Extract

This application adds a person type to existing person records, based on the person's tax ID number.

The application helps financial institutions to fix the address line numbering issues for online banking and iVue reporting.

Goalsetter is a goal-based savings and gifting application, made just for kids and powered by those who love them. The Goalsetter app allows kids to receive allowance or monetary gifts from friends, parents, and relatives, or spend money through a Goalsetter debit card. However, Goalsetter is unique in that kids can take fun financial literacy quizzes, with the difficulty of questions tailored to the kid’s age.

This application creates a report of all members/customers that have expired Foreign Certification Expiration Dates and updates the expiration dates to the last calendar day of the current year. This application applies only to person or organization account owners with non-US Resident Tax Country Codes that have expired or missing Foreign Certification Expiration Dates.
Key Benefits:
This process enables non-resident interest to post correctly for 1042S reporting.