Why it exists
Small claims should not disappear inside expensive administration.
Foreign dividend tax is often left unrecovered because the calculation is unclear, the document is hard to find, the evidence requirement is hidden, or the service fee consumes too much of the result. Tax Reclaim turns those steps into a visible, repeatable workflow.
The product does not need to look like a large tax firm to be credible. It needs to be precise about who operates it, where the data comes from, what the software does, what the user must do and which parts remain uncertain.
“Make the recoverable amount, the evidence and the filing route understandable before the investor pays.”
A product principle, not a claim about completed recoveries or customer volume.
Product principles
Trust is built into the interface.
The same standards guide calculations, import flows, marketing claims and institutional discussions.
Inspectable calculations
Show the observed tax, treaty cap, formula, source, as-of date and unresolved assumptions instead of returning an unexplained refund number.
No percentage fee
Transparent subscription pricing. The fee does not grow merely because the investor's over-withholding is larger.
Privacy by design
Prefer broker statement exports to account credentials, minimise stored data and explain the preview/import boundary in plain language.
Honest output labels
Separate official fileable forms from worksheets and application letters, and label proposed capabilities as proposed.
Every rate we publish carries a source URL and an as-of date. See the data sources, or read how your data is handled.
Operating boundary
What Tax Reclaim is, and what it is not.
Clear limits are a trust feature, particularly when the subject is tax and sensitive financial data.
Tax Reclaim is
Self-service calculation and document-generation software
- Treaty-gap calculation with source and version metadata
- Statement imports and manual data entry
- Filing-output and evidence mapping
- Deadline visibility and workflow tracking
Tax Reclaim is not
A managed filing or personalised advisory service
- It does not represent the investor before an authority
- It does not issue broker or custodian certificates
- It does not move money or access trading permissions
- It does not replace professional judgement