FAQís / Human Resources

Frequently Asked Questions

Human Resource departments often manage the flow of equity compensation data throughout an organization so getting the compensation expense number right is critical. Additionally, they deal with mobility and allocation issues as they relate to local to global withholding tax requirements as well as departmental budgets. How can EquiLink help?

 

EquiLink was built by tax and accounting experts with large complex organizations in mind. The system can handle the unique, customized calculation needs many organizations have. EquiLink imports stock administration and grantee status data, calculates compensation expense, corporate tax entries, and allocates these numbers across a variety of locations and grantee levels, and then integrates into an organizationís payroll and tax systems.

Yes. EquiLink combines our mobility engine, user-defined configurable withholding requirements, and vesting schedules and release information (either generated by EquiLink or by your broker) to effectively deliver you all withholding amounts for each jurisdiction. We then can integrate this information back into your brokerís records or other payroll systems so that all systems are consistent.

Yes. EquiLink outputs a set of reports ready for integration into broker, payroll and general ledger systems. Our service team works with your team to ensure all touch points between our system and your internal systems are streamlined.

EquiLink can account for multiple planning scenarios pre-populated in the system for easy automation.

Yes. Since employee gains & corporate tax deductions are calculated in the same system it eliminates reconciliations. We understand the importance for your company as the gain reported on your W-2 needs to be reconciled to the corporate tax deductions your company takes before those deductions will be allowed. You can use both our withholding tax and corporate tax reports to ensure your deductions will be automatically reconciled. Additionally, EquiLink can assist with a tax audit because all transactions and reports are time-stamped so historical information can easily be retrieved during an audit.

 
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