With more than fifteen years of experience managing tax claims in Italy, Dividend Refund has seen a significant reduction in the return period for withholding dividends. Historically slow and complex, reimbursement processes in Italy have improved considerably, and we are already receiving returns for claims filed in the same fiscal year. Currently, Dividend Refund offers two ways of claiming its customers in Italy:
• Standard Way: aimed at individual investors, it allows you to recover the excess withholding applied to the agreement tax rate (15%).
• Via CJEU: for our institutional clients, we demand from the Italian tax authorities up to 98.8% of the withholding, based on community regulations and decisions of the Court of Justice of the European Union (CJEU).
This development marks an important step for those who invest in Italy, as it reduces uncertainty and accelerates access to tax refunds. At Dividend Refund, we remain committed to the continuous improvement of our processes and efficient withholding recovery for our clients.
Source: Dividend Refund
