Guide: Reclaim Dashboard

GlobeTax‘s MIDAS® Connect portal provides a streamlined reporting system that houses withholding tax relief data in an easy-to-read format. Features include a real-time view of claim recovery progress, drill-down capability, a sleek user interface, and more.

Key

1. Summary Tab: Provides a real-time, high-level breakdown of claim progress for all accounts.

2. Active Tab: Shows value of filed, but unpaid, claims and unfiled claims requiring additional documentation.

3. Paid Tab: Includes value of historical reclaims and associated accounts and income events.

4. Expiring Tab: Displays all active transactions which must be filed within the next 12 months or they will expire.

5. Reclaims Summary: Shows value of reclaims, filterable by item status, country, or account(s).

6. Active Transactions Summary: Details stage of each claim and number of claims at each stage.

7. Net Reclaim By Country/By Status: Visualizes active transactions by country and status.

8. Accounts: Lists accounts with eligible reclaims, the reclaim value, number of transactions, and names of the custodian and beneficial owner(s).

Additional Information

• Video User Guides

• Reporting Glossary

• Reporting FAQs