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msg.Tax Data – tax exemption orders Solution for the automated management of tax exemption orders and non-assessment certificates

The rising number of taxable payouts on life insurance policies in accordance with the ‘new’ legislation (policies taken out after 31 December 2004) makes the manual management of tax exemption orders too protracted, complicated and costly, meaning it is no longer practicable.

Our msg.Tax Data standard software automates the management of tax exemption orders and non-assessment certificates at insurance companies. This solution features all the necessary functions, from master data maintenance, exemption orders and non-assessment certificates to the management of unutilised allowances and plausibility checks. The system offers services and synchronised interfaces for data exchange with the policy management systems and also communicates with partner components. This allows policy statements and notifications regarding unutilised exemption allowances to be automated and processed in real time.

The mandatory communication of exemption allowances to Germany’s Federal Central Tax Office (BZSt) occurs within the BZSt’s FSAK exemption order control process using officially prescribed data sets. msg.Tax Data also supports connection of the BZSt to the network of the German Insurance Association (GDV).

The solution is preconfigured for integration with our msg.Life Factory policy management system or is alternatively available as a stand-alone component.

With our msg.Tax Data standard software, you benefit from our extensive expertise in the implementation of regulatory requirements and can meet all the legal requirements regarding the management of tax exemption orders quickly, affordably and efficiently.

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FEATURES

Standard software


Our upgradeable standard software gives your company maximum security of investment and a secure future.

Process automation


The complete automation of all business processes provides you with a clear advantage in everyday clerical work.

Flexible product design


The solution can be easily embedded in existing applications. Flexibility in system integration and predefined standard interfaces guarantee a rapid production start.

Modern architecture (multi-tier client/server architecture)


Our standardised, service-oriented system architecture ensures you can work with virtually any platform. The application can be integrated separately into other system processes. Clerical work efficiency is supported by a graphic user interface.

Cost sharing


You, too, can profit from low-cost, centralised development by means of regular release updates.

Ready for the cloud/SaaS


The software solution is also available via a private cloud. msg life provides the application software in a computing centre and takes care of maintenance, modifications in line with regulatory requirements and technical operations. The service level, including flexible financing and payment models, can be adapted to your individual needs.

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Your advantages

  • Automation of internal and external processes relating to the management of tax exemption orders and non-assessment certificates
  • FSAK notification to the BZSt in the prescribed XML format via the ELMA5 interface
  • High service quality thanks to improved information retrieval regarding any taxpayer, including their history
  • Real-time information regarding utilised and available allowances thanks to online connections to the partner and policy management systems
  • Numerous plausibility checks for great process security
  • Rapid deployment thanks to standardised, tried-and-tested procedures and flexible configuration options
  • Low integration costs thanks to component architecture, flexible technical mechanisms for system integration and predefined standard interfaces
  • Save money as development costs are spread over a group purchasing organisation
  • Compatible with various technical platforms (Windows, LINUX)
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