'MTS에서 세금 정보를 한눈에'…NH Investment & Securities Opens 'MY Tax' on MTS

[Asia Economy Reporter Hwang Yoon-joo] NH Investment & Securities announced on the 19th that it has launched the mobile Tax services ‘MY Tax’ and ‘Tax Consultation Representative Phone.’ Through these services, NH Investment & Securities customers can view their tax data at a glance via the MTS.

NH Investment & Securities plans to prominently feature tax consulting, a key pillar of its comprehensive asset management service, to provide extensive Tax services not only to ultra-high-net-worth individuals but also to general investors.

Customers can easily check dispersed tax information at a glance on the ‘MY Tax’ screen. ‘MY Tax’ can be accessed through the mobile app ‘QV/Namu’ by navigating to ‘Menu’ → ‘MY·Customer Center’ → ‘MY Tax’ tab, and is available to all NH Investment & Securities customers.

The main functions of ‘MY Tax’ include △Tax Overview △Tax Simulation △Provision of Tax Saving Benefits. It offers a Total Tax View screen that integrates data such as customers’ financial income, pension income, other income, and tax-saving separated taxation.

Additionally, it is equipped with features such as overseas stock capital gains tax, pension income, ISA calculator, and ISA investment simulation, enabling comprehensive personalized tax management.

The service also provides functions to suggest tax-saving products. Detailed guidance on major tax-saving benefits such as tax exemption, tax credits, and separated taxation is structured so that customers can verify highly consistent tax-saving products and link them to actual purchase and sale.

Moreover, for customers with Gold grade or higher, the industry’s first premium service ‘Direct Phone Connection to Professional Tax Consultants (Tax Accountants)’ is offered.

Customers who wish to have phone consultations can access the mobile app ‘MY Tax’ → ‘Tax Consultation’ → ‘Phone Connection’ tab or use direct call to receive financial product and pension phone consultations from professional tax consultants (tax accountants). NH Investment & Securities plans to assign professional tax consultants (tax accountants) to this service to provide specialized customized tax consultation services for complex tax inquiries.

The NH Investment & Securities mobile Tax service’s primary goal is to enable individual tax inquiries and address customer tax needs through integrated tax data. In the second phase of the launch, by combining MyData, the company plans to focus on a comprehensive overhaul of the customer’s entire tax service experience, including △Income and tax inquiry △Tax-saving strategy establishment and consultation △Use of tax filing services and post-management.