Talix

Comprehensive, multi-application platform designed for managing tax compliance, financial reporting, and regulatory submissions for private equity funds.

IndustryFinance & Tax
Company SizeSmall (11-50 employees)
Technologies
GoNextDockerQuantiumKubernetesAWS
Talix logo
The Challenge

Understanding the Problem

Client needed to transform private equity (or Venture Capital?) fund data from their accounting system into fully compliant German tax and financial reports at both fund and investor level. The required outputs had to meet strict regulatory standards and support direct electronic submission to German tax authorities, while existing manual and fragmented workflows made the process complex, time-consuming, and compliance-sensitive.

Our Approach

The Solution

We designed and implemented Talix, an enterprise-grade tax processing and compliance platform that transforms private equity fund data into fully compliant German tax and financial reporting outputs at both fund and investor level. The system automates complex tax calculations, generates required financial statements, consolidates reporting packages, and enables direct electronic submission to German tax authorities via ERiC/Elster. By replacing fragmented, manual processes with a scalable, compliance-by-design solution, Talix significantly reduces operational complexity and compliance risk.

Outcome

The Value We Delivered

Direct electronic submission to German tax authorities
Early detection of incorrect spreadsheet data
Support for both German HGB (Handelsgesetzbuch) and international IFRS accounting standards
Role-based access control across multiple user types, and comprehensive audit trails for all tax-critical operations
Let's Talk

Modernizing Tax Reporting and Regulatory Submissions?

Let’s build compliant pipelines for calculations, reporting, and secure submissions—backed by audit trails and role-based governance.

Book a Call

Pick a time that works for you