Organise the transaction narrative, analysis and supporting records for transfer-pricing documentation. Start by identifying the purpose, reporting period and intended users of the work. BIAT can assess the available records and propose an engagement with defined responsibilities and deliverables.
Overview
Scope of support
- Transaction and group information gathering
- Functional analysis and benchmarking coordination
- Study preparation and evidence cross-referencing
Records to prepare
Use this starting checklist to prepare for a discussion. The final evidence requirements are confirmed after the initial assessment.
- Group structure and related-party agreements
- Transaction schedules and financial statements
- Pricing policies and supporting analyses
Deliverables and engagement planning
The transfer pricing study report scope identifies the output, review steps and information required from your team. Where a filing, report or certificate needs an eligible professional, that role is confirmed before the engagement proceeds. The proposal records fees, exclusions, dependencies and target milestones. Authority review, incomplete records or changes to the request can affect timing.
Discuss your requirement
How the engagement works
Agree the scope and required evidence before work begins.
FAQ
Questions to help you scope the engagement.
Does the study report replace all compliance filings?
Documentation and prescribed filings are separate requirements. The engagement identifies whether filing preparation or other compliance support is included.
How is the fee determined?
Can this be combined with related CA services?