We know that tax issues often pose challenges for bank customers, which is why we’ve developed Tax Advisor, an intelligent tax deduction tool that automatically identifies your customers’ deductible expenses. In addition, customers can enter information about their living situation via a questionnaire to receive even more precise suggestions for tax-deductible expenses. Whether it’s donations, job-related expenses for education and training, or medical expenses, our PFM keeps track of it all.
Your customers can decide for themselves which transactions should be marked as tax-deductible and thereby have all the relevant information for their tax return at their fingertips. This saves both time and effort on their part.