Request for Proposal

You can use the forms below to send us a detailed request for a proposal. Please select the form that corresponds to your request.

For all other inquiries, click here.

- Step 1 of 2

Company & Contact Information

Company Name: *

Name: *

Role within the company: *

Email address: *

Phone Number: *

Company Details

Short company description and number of countries your company operates in:

Does your company have a legal chart? (e.g. organizational chart)

Legal Chart

Click or drag files to this area to upload. You can upload up to 5 files.

What is your company's fiscal year end?

31 March
31 December
Other

If other, please specify.

Do you have a file describing the current tax strategy for your company?

Tax strategy

Click or drag a file to this area to upload.

RFP Specific Questions - Corporate Income Tax

1. Would you like TPA Global to collect the data for the CIT return? *

If yes, how can TPA Global collect the data for the CIT returns?

2. Would you like TPA Global to review the data for the CIT return? *

3. Would you like TPA Global to review the data from accounting statutory and tax books? *

If yes, how can TPA Global collect the data from accounting statutory and tax books.

If no, please indicate per entity the amount of bookings?

4. Financial years subject to review in the RFP. *

2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020

You can select more than one.

5. For which countries would you like the CIT Return to be prepared? *

Africa
Asia
Europe
Middle East
North America (incl. Mexico)
Oceania
Latin America (South America + Central America - Mexico + Caribbean)

Africa *

All African countries
Algeria
Angola
Benin
Botswana
Burkina Faso
Burundi
Cameroon
Cape Verde
Central African Republic
Chad
Congo (Brazzaville)
Congo, Democratic Republic of the
Comoros
Cote d’Ivoire (Ivory Coast)
Djibouti
Egypt
Equatorial Guinea
Eritrea
Eswatini (ex-Swaziland)
Ethiopia
Gabon
Gambia
Ghana
Guinea
Guinea-Bissau
Kenya
Lesotho
Liberia
Libyan Arab Jamahiriya
Madagascar
Malawi
Mali
Mauritius
Mauritania
Mayotte
Morocco
Mozambique
Namibia
Niger
Nigeria
Reunion
Rwanda
Saint Helena
Sao Tome and Principe
Senegal
Seychelles
Sierra Leone
Somalia
South Africa
South Sudan
Sudan
Tanzania, United Republic of
Togo
Tunisia
Uganda
Western Sahara
Zambia
Zimbabwe

Please select which countries are to be included. If you'd like to include all African countries, simply click the first option.

Asia *

All Asian countries
Afghanistan
Armenia
Azerbaijan
Bangladesh
Bhutan
Brunei Darussalam
Cambodia
China
Georgia
Hong Kong
India
Indonesia
Japan
Kazakhstan
Korea, North
Korea, South
Kyrgyzstan
Laos
Macao
Malaysia
Maldives
Mongolia
Myanmar (ex-Burma)
Nepal
Pakistan
Philippines
Singapore
Sri Lanka (ex-Ceilan)
Taiwan
Tajikistan
Thailand
Timor Leste (West)
Turkmenistan
Uzbekistan
Vietnam

Please select which countries are to be included. If you'd like to include all Asian countries, simply click the first option.

Europe *

All European countries
Albania
Andorra
Austria
Belarus
Belgium
Bosnia
Bulgaria
Croatia
Cyprus
Czech Republic
Denmark
Estonia
Faroe Islands
Finland
France
Germany
Greece
Gibraltar
Guerney and Alderney
Hungary
Iceland
Ireland
Italy
Jersey
Kosovo
Latvia
Liechtenstein
Lithuania
Luxembourg
Malta
Netherlands
Macedonia
Man, Island of
Moldova
Monaco
Montenegro
Norway
Poland
Portugal
Romania
Russia
San Marino
Serbia
Slovakia
Slovenia
Spain
Svalbard and Jan Mayen Islands
Sweden
Switzerland
Turkey
Ukraine
United Kingdom
Vatican City State

Please select which countries are to be included. If you'd like to include all European countries, simply click the first option.

Middle East *

All Middle Eastern countries
Bahrain
Iraq
Iran
Israel
Jordan
Kuwait
Lebanon
Oman
Palestine
Qatar
Saudi Arabia
Syria
United Arab Emirates
Yemen

Please select which countries are to be included. If you'd like to include all Middle Eastern countries, simply click the first option.

North America *

All North American countries
Bermuda
Canada
Greenland
Mexico
Saint Pierre and Miquelon
United States

Please select which countries are to be included. If you'd like to include all North American countries, simply click the first option.

Oceania *

All Oceania countries
Australia
Fiji
French Polynesia
Guam
Kiribati
Marshall Islands
Micronesia
New Caledonia
New Zealand
Papua New Guinea
Samoa
Samoa, American
Solomon, Islands
Tonga
Vanuatu

Please select which countries are to be included. If you'd like to include all Oceania countries, simply click the first option.

Latin America *

All Latin American countries
Anguilla
Antigua and Barbuda
Argentina
Aruba
Bahamas
Barbados
Belize
Bolivia
Bonaire, Saint Eustatius and Saba
Brazil
British Virgin Islands
Cayman Islands
Chile
Colombia
Costa Rica
Cuba
Curaçao
Dominica
Dominican Republic
El Salvador
Ecuador
Falkland Islands (Malvinas)
French Guiana
Grenada
Guadeloupe
Guatemala
Guyana
Haiti
Honduras
Jamaica
Martinique
Monserrat
Nicaragua
Panama
Paraguay
Peru
Puerto Rico
Saint-Barthélemy
St. Kitts and Nevis
Saint Lucia
Saint Martin
Saint Vincent and the Grenadines
Sint Maarten
Suriname
Trinidad and Tobago
Turks and Caicos Islands
Uruguay
Venezuela
Virgin Islands (US)

Please select which countries are to be included. If you'd like to include all Latin American countries, simply click the first option.

6. What is your ideal estimated project duration? *

Less than 1 month
1 to 2 months
2 to 4 months
More than 4 months

7. What is your preferred pricing model?

Central
Decentral

8. What is your preferred pricing arrangement(s) *

Fixed price
Performance - based
Hourly fee and materials
Other

You can select more than one.

Others - please specify *

9. Do you authorize TPA Global to collaborate with other suppliers while working on your CIT Returns? *

Maximum number of suppliers

10. Will your in-house tax advisory team (if applicable) be involved in this project? *

Role of the in-house tax advisory team in this project *

Governance chart for in-house tax advisory team

Click or drag a file to this area to upload.

11. What activities are the legal entity invovled in: *

Administrative
Dormant
Holding company or Managing intellectual property
Holding shares or other equity investments
Insurance
Internal group Finance
Management or Support Services
Manufacturing or Production
Marketing or distribution
Other
Purchasing or Procurement
Provision of services to unrelated parties
R&D
Sales

12. Please provide the number of legal entities for which CIT needs to be prepared per country. *

13. Please provide the number of journal entries per entity on average (to provide a quote on bookkeeping) *

14. Has there been an audit by the tax authority in the past 3 years? *

Audit information

Click or drag a file to this area to upload.

15. Do you prefer TPA Global to coordinate the pre-audit services? *

16. Are there entities with preferential tax rulings and if so, which entities? *

17. Is there a current ETR for the group for the relevant years? *

18. Applicable accounting standard *

US GAAP
IFRS
Other

Applicable accounting standard *

19. Which income tax system is applicable to your entity? *

Federal
State
Both
Other

Applicable level *

20. Can you provide details on your tax provisions? *

21. Which transfer pricing documents are already available? *

Local file
Master file
CbCR
Local TP forms

You can select more than one.

22. Which transfer pricing documents are required? *

Local file
Master file
CbCR
Local TP forms
None

You can select more than one.

23. Would you like TPA Global to prepare a Master File/ Local File for applicable years? *

24. Do you have a Production calendar for preparing CIT returns? *

Yes
No
Not sure (?) / I don't know

Production calendar

Click or drag a file to this area to upload.

25. Would you like TPA Global to create a production calendar? *

26. Do you have specific instructions on any additional scoping, timing and/or budget? *

Specify

GDPR Agreement *

I consent to having TPA Global store my submitted information so they can respond to my request.

- Step 1 of 2

Company & Contact Information

Company Name: *

Name: *

Role within the company: *

Email address: *

Phone Number: *

Company Details

Short company description and number of countries your company operates in:

Does your company have a legal chart? (e.g. organizational chart)

Legal Chart

Click or drag a file to this area to upload.

What is your company's fiscal year end?

31 March
31 December
Other

If other, please specify

Do you have a file describing the current tax strategy for your company?

Tax strategy

Click or drag a file to this area to upload.

RFP Specific Questions - TP Documentation

1. Are there existing Local Files? *

2. Are there existing Master Files? *

3. Preferred pricing arrangement(s) *

Fixed price
Performance-based
Hourly fee and materials
Other

You can select more than one.

Other preferred pricing arrangement

4. Financial years subject to review in the RFP. *

2010
2011
2012
2013
2014
2015
2016
2017
2018
2019

You can select more than one.

5. For which countries do you require TP Documents? *

Africa
Asia
Europe
Middle East
North America (incl. Mexico)
Oceania
Latin America

You can select more than one.

Africa *

All African countries
Algeria
Angola
Benin
Botswana
Burkina Faso
Burundi
Cameroon
Cape Verde
Central African Republic
Chad
Congo (Brazzaville)
Congo, Democratic Republic of the
Comoros
Cote d’Ivoire (Ivory Coast)
Djibouti
Egypt
Equatorial Guinea
Eritrea
Eswatini (ex-Swaziland)
Ethiopia
Gabon
Gambia
Ghana
Guinea
Guinea-Bissau
Kenya
Lesotho
Liberia
Libyan Arab Jamahiriya
Madagascar
Malawi
Mali
Mauritius
Mauritania
Mayotte
Morocco
Mozambique
Namibia
Niger
Nigeria
Reunion
Rwanda
Saint Helena
Sao Tome and Principe
Senegal
Seychelles
Sierra Leone
Somalia
South Africa
South Sudan
Sudan
Tanzania, United Republic of
Togo
Tunisia
Uganda
Western Sahara
Zambia
Zimbabwe

Please select which countries are to be included. If you'd like to include all African countries, simply click the first option.

Asia *

All Asian countries
Afghanistan
Armenia
Azerbaijan
Bangladesh
Bhutan
Brunei Darussalam
Cambodia
China
Georgia
Hong Kong
India
Indonesia
Japan
Kazakhstan
Korea, North
Korea, South
Kyrgyzstan
Laos
Macao
Malaysia
Maldives
Mongolia
Myanmar (ex-Burma)
Nepal
Pakistan
Philippines
Singapore
Sri Lanka (ex-Ceilan)
Taiwan
Tajikistan
Thailand
Timor Leste (West)
Turkmenistan
Uzbekistan
Vietnam

Please select which countries are to be included. If you'd like to include all Asian countries, simply click the first option.

Europe *

All European countries
Albania
Andorra
Austria
Belarus
Belgium
Bosnia
Bulgaria
Croatia
Cyprus
Czech Republic
Denmark
Estonia
Faroe Islands
Finland
France
Germany
Greece
Gibraltar
Guerney and Alderney
Hungary
Iceland
Ireland
Italy
Jersey
Kosovo
Latvia
Liechtenstein
Lithuania
Luxembourg
Malta
Netherlands
Macedonia
Man, Island of
Moldova
Monaco
Montenegro
Norway
Poland
Portugal
Romania
Russia
San Marino
Serbia
Slovakia
Slovenia
Spain
Svalbard and Jan Mayen Islands
Sweden
Switzerland
Turkey
Ukraine
United Kingdom
Vatican City State

Please select which countries are to be included. If you'd like to include all European countries, simply click the first option.

Middle East *

All Middle Eastern countries
Bahrain
Iraq
Iran
Israel
Jordan
Kuwait
Lebanon
Oman
Palestine
Qatar
Saudi Arabia
Syria
United Arab Emirates
Yemen

Please select which countries are to be included. If you'd like to include all Middle Eastern countries, simply click the first option.

North America *

All North American countries
Bermuda
Canada
Greenland
Mexico
Saint Pierre and Miquelon
United States

Please select which countries are to be included. If you'd like to include all North American countries, simply click the first option.

Oceania *

All Oceania countries
Australia
Fiji
French Polynesia
Guam
Kiribati
Marshall Islands
Micronesia
New Caledonia
New Zealand
Papua New Guinea
Samoa
Samoa, American
Solomon, Islands
Tonga
Vanuatu

Please select which countries are to be included. If you'd like to include all Oceania countries, simply click the first option.

Latin America *

All Latin American countries
Anguilla
Antigua and Barbuda
Argentina
Aruba
Bahamas
Barbados
Belize
Bolivia
Bonaire, Saint Eustatius and Saba
Brazil
British Virgin Islands
Cayman Islands
Chile
Colombia
Costa Rica
Cuba
Curaçao
Dominica
Dominican Republic
El Salvador
Ecuador
Falkland Islands (Malvinas)
French Guiana
Grenada
Guadeloupe
Guatemala
Guyana
Haiti
Honduras
Jamaica
Martinique
Monserrat
Nicaragua
Panama
Paraguay
Peru
Puerto Rico
Saint-Barthélemy
St. Kitts and Nevis
Saint Lucia
Saint Martin
Saint Vincent and the Grenadines
Sint Maarten
Suriname
Trinidad and Tobago
Turks and Caicos Islands
Uruguay

Please select which countries are to be included. If you'd like to include all Latin American countries, simply click the first option.

6. What should the estimated project duration be? *

Less than 1 month
1 to 2 months
2 to 4 months
More than 4 months

7. Do you authorize TPA Global to collaborate with other suppliers while working on your TP Documentation? *

Maximum number of suppliers *

8. What type of inter-company transactions do you want to be covered in both the Masterfile as well as the Local files? *

Sale of goods
Loan
Distribution
Royalties
Service-R&D
Accounting/ finance
Administration
Marketing
Other

You can select more than one.

Other - please specify *

9. Are there any Inter-company agreements available? *

Inter-company Agreements *

Click or drag a file to this area to upload.

10. Is there a current TP Model that is relevant to this request? *

TP Model *

Click or drag a file to this area to upload.

11. Is there a current TP Policy that is relevant to this request? *

TP Policy *

Click or drag a file to this area to upload.

12. Is there a current TP Methods file relevant to this request? *

TP Methods *

Click or drag a file to this area to upload.

13. Is there an existing CbCR file? *

CbCR File *

Click or drag a file to this area to upload.

14. Is there a Qualitative value chain analysis available? *

Qualitative Value Chain Analysis *

Click or drag a file to this area to upload.

15. Is there a Quantitative value chain analysis available? *

Quantitative Value Chain Analysis *

Click or drag a file to this area to upload.

16. Do you have specific instructions on additional scoping, timing and/or budget? *

Additional Scooping *

Click or drag a file to this area to upload.

GDPR Agreement *

I consent to having TPA Global store my submitted information so they can respond to my request.

- Step 1 of 2

Company & Contact Information

Company Name: *

Name: *

Role within the company: *

Email address: *

Phone Number: *

Company Details

Short company description and number of countries your company operates in:

Does your company have a legal chart? (e.g. organizational chart)

Legal Chart

Click or drag a file to this area to upload.

What is your company's fiscal year end?

31 March
31 December
Other

If other, please specify.

Do you have a file describing the current tax strategy for your company?

Tax strategy

Click or drag a file to this area to upload.

RFP Specific Questions - TP Benchmarking

1. Is there any existing benchmark available? *

Date the benchmark was completed

Does your Benchmark require any updates?

If yes, please share the complete benchmark with us.

Click or drag a file to this area to upload.

2. Would you need a benchmark study? *

3. For which type of the inter-company transactions do you want a TP Benchmark? *

Sales of goods
Sales of services
Intangibles
Financial Transactions (e.g. Interest rates, credit rating, Guarantee fee, cash pool, financial intermediary, expected losses, etc)

You can select more than one.

4. Financial years subject to review in the RFP. *

2010
2011
2012
2013
2014
2015
2016
2017
2018
2019

You can select more than one.

5. Preferred pricing arrangement(s)

Fixed-price
Performance-based
Hourly fee and materials
Other

You can choose more than one.

Other acceptable pricing arrangement

6. What is the TP method used? *

CUP
Cost plus
Resale minus
TNMM
Other method

You can select more than one.

7. Is there a TP policy available? *

What is the current TP policy? *

For example: cost plus 2%. Please specify.

8. Is there any preference of a profit level indicator? *

9. Which countries do you want the TP Benchmark to cover? *

Africa
Asia
Europe
Middle East
North America (incl. Mexico)
Oceania
Latin America
Worldwide

You can select more than one.

Africa *

All African countries
Algeria
Angola
Benin
Botswana
Burkina Faso
Burundi
Cameroon
Cape Verde
Central African Republic
Chad
Congo (Brazzaville)
Congo, Democratic Republic of the
Comoros
Cote d’Ivoire (Ivory Coast)
Djibouti
Egypt
Equatorial Guinea
Eritrea
Eswatini (ex-Swaziland)
Ethiopia
Gabon
Gambia
Ghana
Guinea
Guinea-Bissau
Kenya
Lesotho
Liberia
Libyan Arab Jamahiriya
Madagascar
Malawi
Mali
Mauritius
Mauritania
Mayotte
Morocco
Mozambique
Namibia
Niger
Nigeria
Reunion
Rwanda
Saint Helena
Sao Tome and Principe
Senegal
Seychelles
Sierra Leone
Somalia
South Africa
South Sudan
Sudan
Tanzania, United Republic of
Togo
Tunisia
Uganda
Western Sahara
Zambia
Zimbabwe

Please select which countries are to be included. If you'd like to include all African countries, simply click the first option.

Asia *

All Asian countries
Afghanistan
Armenia
Azerbaijan
Bangladesh
Bhutan
Brunei Darussalam
Cambodia
China
Georgia
Hong Kong
India
Indonesia
Japan
Kazakhstan
Korea, North
Korea, South
Kyrgyzstan
Laos
Macao
Malaysia
Maldives
Mongolia
Myanmar (ex-Burma)
Nepal
Pakistan
Philippines
Singapore
Sri Lanka (ex-Ceilan)
Taiwan
Tajikistan
Thailand
Timor Leste (West)
Turkmenistan
Uzbekistan
Vietnam

Please select which countries are to be included. If you'd like to include all Asian countries, simply click the first option.

Europe *

All European countries
Albania
Andorra
Austria
Belarus
Belgium
Bosnia
Bulgaria
Croatia
Cyprus
Czech Republic
Denmark
Estonia
Faroe Islands
Finland
France
Germany
Greece
Gibraltar
Guerney and Alderney
Hungary
Iceland
Ireland
Italy
Jersey
Kosovo
Latvia
Liechtenstein
Lithuania
Luxembourg
Malta
Netherlands
Macedonia
Man, Island of
Moldova
Monaco
Montenegro
Norway
Poland
Portugal
Romania
Russia
San Marino
Serbia
Slovakia
Slovenia
Spain
Svalbard and Jan Mayen Islands
Sweden
Switzerland
Turkey
Ukraine
United Kingdom
Vatican City State

Please select which countries are to be included. If you'd like to include all European countries, simply click the first option.

Middle East *

All Middle Eastern countries
Bahrain
Iraq
Iran
Israel
Jordan
Kuwait
Lebanon
Oman
Palestine
Qatar
Saudi Arabia
Syria
United Arab Emirates
Yemen

Please select which countries are to be included. If you'd like to include all Middle Eastern countries, simply click the first option.

North America *

All North American countries
Bermuda
Canada
Greenland
Mexico
Saint Pierre and Miquelon
United States

Please select which countries are to be included. If you'd like to include all North American countries, simply click the first option.

Oceania *

All Oceania countries
Australia
Fiji
French Polynesia
Guam
Kiribati
Marshall Islands
Micronesia
New Caledonia
New Zealand
Papua New Guinea
Samoa
Samoa, American
Solomon, Islands
Tonga
Vanuatu

Please select which countries are to be included. If you'd like to include all Oceania countries, simply click the first option.

Latin America *

All Latin American countries
Anguilla
Antigua and Barbuda
Argentina
Aruba
Bahamas
Barbados
Belize
Bolivia
Bonaire, Saint Eustatius and Saba
Brazil
British Virgin Islands
Cayman Islands
Chile
Colombia
Costa Rica
Cuba
Curaçao
Dominica
Dominican Republic
El Salvador
Ecuador
Falkland Islands (Malvinas)
French Guiana
Grenada
Guadeloupe
Guatemala
Guyana
Haiti
Honduras
Jamaica
Martinique
Monserrat
Nicaragua
Panama
Paraguay
Peru
Puerto Rico
Saint-Barthélemy
St. Kitts and Nevis
Saint Lucia
Saint Martin
Saint Vincent and the Grenadines
Sint Maarten
Suriname
Trinidad and Tobago
Turks and Caicos Islands
Uruguay

Please select which countries are to be included. If you'd like to include all Latin American countries, simply click the first option.

10. What is the expected timeline for this benchmarking engagement? *

0 to 2 weeks
2 to 6 weeks
6 to 12 weeks
More than 12 weeks

11. Can you provide a file with the functional profiles of the group companies involved in the I/C transactions under review? *

File Functional profile(s)

Click or drag files to this area to upload. You can upload up to 5 files.

12. Preferred statistical methods *

Inter-quartile range / median
Standard deviation (1x) and mean
Standard deviation (2x) and mean

You can select more than one.

13. Are there any relevant internal comparables available? *

Internal Comparables

Click or drag a file to this area to upload.

14. Is there a qualitative value chain analysis available? *

Qualitative value chain analysis

Click or drag a file to this area to upload.

If there is not, would you like TPA Global to perform one? *

15. Is there a quantitative value chain analysis available? *

Quantitative value chain analysis

Click or drag a file to this area to upload.

If there is not, would you like TPA Global to perform one? *

16. Are there any relevant internal comparables available? *

Internal comparables

Click or drag a file to this area to upload.

17. Do you have specific instructions on any additional scoping, timing and/or budget? *

Additional Scooping

Click or drag a file to this area to upload.

GDPR Agreement *

I consent to having TPA Global store my submitted information so they can respond to my request.

Phone

- Step 1 of 2

Company & Contact Information

Company Name: *

Name: *

Role within the company: *

Email address: *

Phone Number: *

Company Details

Short company description and number of countries your company operates in:

Does your company have a legal chart? (e.g. organizational chart)

Legal Chart

Click or drag a file to this area to upload.

What is your company's fiscal year end?

31 March
31 December
Other

If other, please specify.

When does your companies fiscal year start?

Day and Month

Do you have a file describing the current tax strategy for your company?

Tax strategy

Click or drag a file to this area to upload.

RFP Specific Questions - Intercompany Services

1. What type of intercompany services are performed by the Global Headquarters? *

Management
HR
Legal
Tax
Finance
Treasury
M&A
IT
Insurance
All of the above
None
Other

You can select more than one.

Other (specify) *

2. What type of intercompany services are performed by the Regional Headquarters? *

Management
HR
Legal
Tax
Finance
Treasury
M&A
IT
Insurance
All of the above
None
Other

You can select more than one.

Other (specify) *

3. What type of shared service center services are being performed to other group companies? *

Management
HR
Legal
Tax
Finance
Treasury
M&A
IT
Insurance
All of the above
None
Other

You can select more than one.

Other (specify) *

4. What services are being performed by BU service hubs to other group companies? *

Management
HR
Legal
Tax
Finance
Treasury
M&A
IT
Insurance
All of the above
None
Other

You can select more than one.

Other (specify) *

5. For which of the above-mentioned services would you require a Transfer Pricing documentation? *

Management
HR
Legal
Tax
Finance
Treasury
M&A
IT
Insurance
All of the above
None
Other

You can select more than one.

Other (specify) *

6. For which of the above-mentioned services would you require a benchmark? *

Management
HR
Legal
Tax
Finance
Treasury
M&A
IT
Insurance
All of the above
None
Other

You can select more than one.

Other (specify) *

7. For which of the above-mentioned services would you require a service manual? *

Management
HR
Legal
Tax
Finance
Treasury
M&A
IT
Insurance
All of the above
None
Other

You can select more than one.

Other (specify) *

8. For which of the above-mentioned services would you require a detailed support on allocation keys? *

Management
HR
Legal
Tax
Finance
Treasury
M&A
IT
Insurance
All of the above
None
Other

You can select more than one.

Other (specify) *

9. For which of the above-mentioned services would you require a detailed support on benefit test? *

Management
HR
Legal
Tax
Finance
Treasury
M&A
IT
Insurance
All of the above
None
Other

You can select more than one.

Other (specify) *

10. For which of the services covered by the Transfer Pricing documentation would you require an intercompany agreement. *

Management
HR
Legal
Tax
Finance
Treasury
M&A
IT
Insurance
All of the above
None
Other

You can select more than one.

Other (specify) *

11. Do you have a spreadsheet or other solution that collects all the costs connected to these services and subsequently allocated/distributes the cost to all the group companies acting as ultimate beneficiaries? *

Spreadsheet

Click or drag a file to this area to upload.

12. For which part of above-mentioned cost collection / cost distribution process would you require a full automation? (Including IT, Finance, withholding tax and VAT aspects fully covered). *

Journal entries
G /L bookings
Cost centers
I/C invoicing
VAT reporting

You can select more than one.

13. Which type of automation tools should be applied on the cost collection? *

SQL
Excel
Robotic abdominoperineal resection (APR)
Other

Other (specify) *

14. Which type of automation tools should be applied on the cost distribution? *

SQL
Excel
Robotic abdominoperineal resection (APR)
Other

Other (specify) *

15. Which portion of the automation should happen at the level of the ERP system? *

Cost collection process
Cost distribution process
I/C invoicing
VAT reporting
TP reporting

16. Which portion of the automation should happen at the level of a data warehouse? *

Cost collection process
Cost distribution process
I/C invoicing
VAT reporting
TP reporting

17. Which portion of the automation should happen at the level of BI tools? *

Cost collection process
Cost distribution process
I/C invoicing
VAT reporting
TP reporting

GDPR Agreement *

I consent to having TPA Global store my submitted information so they can respond to my request.

Website

- Step 1 of 2

Company & Contact Information

Company Name: *

Name: *

Role within the company: *

Email address: *

Phone Number: *

Company Details

Short company description and number of countries your company operates in:

Does your company have a legal chart? (e.g. organizational chart)

Legal Chart

Click or drag a file to this area to upload.

What is your company's fiscal year end?

31 March
31 December
Other

If other, please specify.

Do you have a file describing the current tax strategy for your company?

Tax strategy

Click or drag a file to this area to upload.

RFP Specific Questions - Country-by-Country Reporting (CbCR)

1. Do you need a country-by-country manual? *

2. Can you provide a data source table for table 1? *

Table 1

Click or drag a file to this area to upload.

3. Would you like TPA Global to perform a data mapping process? *

4. Which portion of the process through robotics, or other means of automation, should TPA Global automate? *

Data collection
Data analytics
Outlier analysis process

5. Can you provide a data source table for table 2? *

Table 2

Click or drag a file to this area to upload.

6. Would you like TPA Global to perform a data mapping process? *

7. For which countries do you want TPA Global to do a country-by-country report? *

Africa
Asia
Europe
Middle East
North America (incl. Mexico)
Oceania
Latin America

You can select more than one.

Africa *

All African countries
Algeria
Angola
Benin
Botswana
Burkina Faso
Burundi
Cameroon
Cape Verde
Central African Republic
Chad
Congo (Brazzaville)
Congo, Democratic Republic of the
Comoros
Cote d’Ivoire (Ivory Coast)
Djibouti
Egypt
Equatorial Guinea
Eritrea
Eswatini (ex-Swaziland)
Ethiopia
Gabon
Gambia
Ghana
Guinea
Guinea-Bissau
Kenya
Lesotho
Liberia
Libyan Arab Jamahiriya
Madagascar
Malawi
Mali
Mauritius
Mauritania
Mayotte
Morocco
Mozambique
Namibia
Niger
Nigeria
Reunion
Rwanda
Saint Helena
Sao Tome and Principe
Senegal
Seychelles
Sierra Leone
Somalia
South Africa
South Sudan
Sudan
Tanzania, United Republic of
Togo
Tunisia
Uganda
Western Sahara
Zambia
Zimbabwe

Please select which countries are to be included. If you'd like to include all African countries, simply click the first option.

Asia *

All Asian countries
Afghanistan
Armenia
Azerbaijan
Bangladesh
Bhutan
Brunei Darussalam
Cambodia
China
Georgia
Hong Kong
India
Indonesia
Japan
Kazakhstan
Korea, North
Korea, South
Kyrgyzstan
Laos
Macao
Malaysia
Maldives
Mongolia
Myanmar (ex-Burma)
Nepal
Pakistan
Philippines
Singapore
Sri Lanka (ex-Ceilan)
Taiwan
Tajikistan
Thailand
Timor Leste (West)
Turkmenistan
Uzbekistan
Vietnam

Please select which countries are to be included. If you'd like to include all Asian countries, simply click the first option.

Europe *

All European countries
Albania
Andorra
Austria
Belarus
Belgium
Bosnia
Bulgaria
Croatia
Cyprus
Czech Republic
Denmark
Estonia
Faroe Islands
Finland
France
Germany
Greece
Gibraltar
Guerney and Alderney
Hungary
Iceland
Ireland
Italy
Jersey
Kosovo
Latvia
Liechtenstein
Lithuania
Luxembourg
Malta
Netherlands
Macedonia
Man, Island of
Moldova
Monaco
Montenegro
Norway
Poland
Portugal
Romania
Russia
San Marino
Serbia
Slovakia
Slovenia
Spain
Svalbard and Jan Mayen Islands
Sweden
Switzerland
Turkey
Ukraine
United Kingdom
Vatican City State

Please select which countries are to be included. If you'd like to include all European countries, simply click the first option.

Middle East *

All Middle Eastern countries
Bahrain
Iraq
Iran
Israel
Jordan
Kuwait
Lebanon
Oman
Palestine
Qatar
Saudi Arabia
Syria
United Arab Emirates
Yemen

Please select which countries are to be included. If you'd like to include all Middle Eastern countries, simply click the first option.

North America *

All North American countries
Bermuda
Canada
Greenland
Mexico
Saint Pierre and Miquelon
United States

Please select which countries are to be included. If you'd like to include all North American countries, simply click the first option.

Oceania *

All Oceania countries
Australia
Fiji
French Polynesia
Guam
Kiribati
Marshall Islands
Micronesia
New Caledonia
New Zealand
Papua New Guinea
Samoa
Samoa, American
Solomon, Islands
Tonga
Vanuatu

Please select which countries are to be included. If you'd like to include all Oceania countries, simply click the first option.

Latin America *

All Latin American countries
Anguilla
Antigua and Barbuda
Argentina
Aruba
Bahamas
Barbados
Belize
Bolivia
Bonaire, Saint Eustatius and Saba
Brazil
British Virgin Islands
Cayman Islands
Chile
Colombia
Costa Rica
Cuba
Curaçao
Dominica
Dominican Republic
El Salvador
Ecuador
Falkland Islands (Malvinas)
French Guiana
Grenada
Guadeloupe
Guatemala
Guyana
Haiti
Honduras
Jamaica
Martinique
Monserrat
Nicaragua
Panama
Paraguay
Peru
Puerto Rico
Saint-Barthélemy
St. Kitts and Nevis
Saint Lucia
Saint Martin
Saint Vincent and the Grenadines
Sint Maarten
Suriname
Trinidad and Tobago
Turks and Caicos Islands
Uruguay

Please select which countries are to be included. If you'd like to include all Latin American countries, simply click the first option.

8. Financial years subject to review in the RFP. *

2010
2011
2012
2013
2014
2015
2016
2017
2018
2019

You can select more than one.

9. Which portion of the process through robotics or other means of automation should TPA Global automate? *

Cost collection
Cost analysis
Outlier analysis process

10. Would you like TPA Global to complete this country-by-country file? *

11. Would you like TPA Global to run a 1-year outlier analysis, including a risk assessment letter? *

12. Would you like TPA Global to run a 3-year outlier analysis, including a risk assessment letter? *

13. Do you need support on the wording of table 3? *

14. Would TPA Global need to reconcile CBCR with other corporate income tax and/or transfer pricing documents? If yes, for which of the following documents should the reconcile happen: *

CIT return
Master file
Local file
Local TP documents
No benchmark needed

15. Would you require a software tool to produce table 1, 2, 3? *

16. Would you like TPA Global to convert the final country-by-country report into an xml format? *

17. What type of support do you need on filing the xml file with the tax authorities? *

None
TPA Global to send to tax authorities

GDPR Agreement *

I consent to having TPA Global store my submitted information so they can respond to my request.

Message

- Step 1 of 2

Company & Contact Information

Company Name: *

Name: *

Role within the company: *

Email address: *

Phone Number: *

Company Details

Short company description and number of countries your company operates in:

Does your company have a legal chart? (e.g. organizational chart)

Legal Chart

Click or drag a file to this area to upload.

What is your company's fiscal year end?

31 March
31 December
Other

If other, please specify.

Do you have a file describing the current tax strategy for your company?

Tax strategy

Click or drag a file to this area to upload.

RFP Specific Questions - Local Statutory Accounts

1. How many ERP or other systems are currently up and running for local statutory accounts purposes? *

1 ERP system
2 ERP systems
3 ERP systems
More than 3 ERP systems
None

2. What are the details of existing ERP versions and data sources? *

Click or drag a file to this area to upload.

3. For which countries do you want TPA Global to deliver Local statutory accounts services? *

Africa
Asia
Europe
Middle East
North America (incl. Mexico)
Oceania
Latin America

You can select more than one.

Africa *

All African countries
Algeria
Angola
Benin
Botswana
Burkina Faso
Burundi
Cameroon
Cape Verde
Central African Republic
Chad
Congo (Brazzaville)
Congo, Democratic Republic of the
Comoros
Cote d’Ivoire (Ivory Coast)
Djibouti
Egypt
Equatorial Guinea
Eritrea
Eswatini (ex-Swaziland)
Ethiopia
Gabon
Gambia
Ghana
Guinea
Guinea-Bissau
Kenya
Lesotho
Liberia
Libyan Arab Jamahiriya
Madagascar
Malawi
Mali
Mauritius
Mauritania
Mayotte
Morocco
Mozambique
Namibia
Niger
Nigeria
Reunion
Rwanda
Saint Helena
Sao Tome and Principe
Senegal
Seychelles
Sierra Leone
Somalia
South Africa
South Sudan
Sudan
Tanzania, United Republic of
Togo
Tunisia
Uganda
Western Sahara
Zambia
Zimbabwe

Please select which countries are to be included. If you'd like to include all African countries, simply click the first option.

Asia *

All Asian countries
Afghanistan
Armenia
Azerbaijan
Bangladesh
Bhutan
Brunei Darussalam
Cambodia
China
Georgia
Hong Kong
India
Indonesia
Japan
Kazakhstan
Korea, North
Korea, South
Kyrgyzstan
Laos
Macao
Malaysia
Maldives
Mongolia
Myanmar (ex-Burma)
Nepal
Pakistan
Philippines
Singapore
Sri Lanka (ex-Ceilan)
Taiwan
Tajikistan
Thailand
Timor Leste (West)
Turkmenistan
Uzbekistan
Vietnam

Please select which countries are to be included. If you'd like to include all Asian countries, simply click the first option.

Europe *

All European countries
Albania
Andorra
Austria
Belarus
Belgium
Bosnia
Bulgaria
Croatia
Cyprus
Czech Republic
Denmark
Estonia
Faroe Islands
Finland
France
Germany
Greece
Gibraltar
Guerney and Alderney
Hungary
Iceland
Ireland
Italy
Jersey
Kosovo
Latvia
Liechtenstein
Lithuania
Luxembourg
Malta
Netherlands
Macedonia
Man, Island of
Moldova
Monaco
Montenegro
Norway
Poland
Portugal
Romania
Russia
San Marino
Serbia
Slovakia
Slovenia
Spain
Svalbard and Jan Mayen Islands
Sweden
Switzerland
Turkey
Ukraine
United Kingdom
Vatican City State

Please select which countries are to be included. If you'd like to include all European countries, simply click the first option.

Middle East *

All Middle Eastern countries
Bahrain
Iraq
Iran
Israel
Jordan
Kuwait
Lebanon
Oman
Palestine
Qatar
Saudi Arabia
Syria
United Arab Emirates
Yemen

Please select which countries are to be included. If you'd like to include all Middle Eastern countries, simply click the first option.

North America *

All North American countries
Bermuda
Canada
Greenland
Mexico
Saint Pierre and Miquelon
United States

Please select which countries are to be included. If you'd like to include all North American countries, simply click the first option.

Oceania *

All Oceania countries
Australia
Fiji
French Polynesia
Guam
Kiribati
Marshall Islands
Micronesia
New Caledonia
New Zealand
Papua New Guinea
Samoa
Samoa, American
Solomon, Islands
Tonga
Vanuatu

Please select which countries are to be included. If you'd like to include all Oceania countries, simply click the first option.

Latin America *

All Latin American countries
Anguilla
Antigua and Barbuda
Argentina
Aruba
Bahamas
Barbados
Belize
Bolivia
Bonaire, Saint Eustatius and Saba
Brazil
British Virgin Islands
Cayman Islands
Chile
Colombia
Costa Rica
Cuba
Curaçao
Dominica
Dominican Republic
El Salvador
Ecuador
Falkland Islands (Malvinas)
French Guiana
Grenada
Guadeloupe
Guatemala
Guyana
Haiti
Honduras
Jamaica
Martinique
Monserrat
Nicaragua
Panama
Paraguay
Peru
Puerto Rico
Saint-Barthélemy
St. Kitts and Nevis
Saint Lucia
Saint Martin
Saint Vincent and the Grenadines
Sint Maarten
Suriname
Trinidad and Tobago
Turks and Caicos Islands
Uruguay
Venezuela
Virgin Islands (US)

Please select which countries are to be included. If you'd like to include all Latin American countries, simply click the first option.

4. Financial years subject to review in the RFP. *

2010
2011
2012
2013
2014
2015
2016
2017
2018
2019

You can select more than one.

5. How were the statutory accounts prepared in the past? *

Please indicate

6. For which legal entities in the selected countries would you require statutory accounts to be prepared? *

Click or drag a file to this area to upload.

7. Would TPA Global have to review and assess the quality of source data? *

8. Would TPA Global have to cleanse the source data? *

9. Would TPA Global have to review and validate “transitional journal entries”, including: *

Work performed current year to be invoiced next year.
Cost invoiced this year relating to next year.
Revenue being invoiced this year, already recognized previous year.
Cost booked current year relating to previous year.

10. Would TPA Global have to validate the accounting manual being compliant with IFRS standards? *

11. Would TPA Global have to validate the accounting manual being compliant with US GAAP standards? *

12. Would TPA Global be required to validate the company’s accounting manual based on local GAAP standard for the selected countries? *

Fill in all the countries selected above

13. Does the current system support validating all the invoice attributes from a Local statutory accounts perspective? *

14. Does the current system support error-handling post the data validation errors? *

15. Are there any customizations done in the current tool considering the specific business scenarios? *

16. What is the format of your monthly reconciliation / reporting (if any) performed? *

Click or drag a file to this area to upload.

17. How many countries Local statutory accounts are currently being handled? *

1 – 5
5 – 10
10 – 20
More than 20

18. How many countries for Local statutory accounts would you like TPA Global to handle? *

1 – 5
5 – 10
10 – 20
More than 20

19. Please provide a mapping of all relevant goods and services transactions for Local statutory accounts. *

Click or drag a file to this area to upload.

Upload document if applicable

20. Would TPA Global need to support the process optimization, including setting up RACI tables for professionals in the Local statutory accounts process? *

21. Would TPA Global need to support the automation process from source of data, creation of e-invoicing process, all the way to XML format filing of Local statutory accounts? *

22. Do you have an inhouse IT team who can work on system integration part? *

23. Is there any centralized data warehouse or repository implemented? *

24. Do you have a file-based data transmission or API based transmission process? *

25. What are the activities being performed by other finance tools? *

Click or drag a file to this area to upload.

Please upload short description

26. Do current tools use transactional level data for Local statutory accounts preparation? *

27. Do current tools provide data validation? *

28. What are from your perspective additional finance processes where opportunities to further automate can be realized. *

Please indicate.

GDPR Agreement *

I consent to having TPA Global store my submitted information so they can respond to my request.

Name

- Step 1 of 2

Company & Contact Information

Company Name: *

Name: *

Role within the company: *

Email address: *

Phone Number: *

Company Details

Short company description and number of countries your company operates in:

Does your company have a legal chart? (e.g. organizational chart)

Legal Chart

Click or drag a file to this area to upload.

What is your company's fiscal year end?

31 March
31 December
Other

If other, please specify.

Do you have a file describing the current tax strategy for your company?

Tax strategy

Click or drag a file to this area to upload.

RFP Specific Questions - VAT Returns

1. How many ERP or other systems are currently up and running for VAT purposes? *

1 ERP system
2 ERP systems
3 ERP systems
More than 3 ERP systems
None

2. What are the details of existing ERP versions and data sources?

Click or drag a file to this area to upload.

3. Which years, months or quarters need to be covered? *

Years
Months
Quarters

Years *

2020
2021
2022

You can select more than one.

Months *

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sept
Oct
Nov
Dec

You can select more than one.

Quarters *

You can select more than one.

4. What is the volume of transactions considering registered, unregistered, export and/or import transactions? *

Click or drag a file to this area to upload.

Upload document if applicable

5. What is the volume of services transactions and goods transactions? *

Click or drag a file to this area to upload.

Please upload file with volumes per country if applicable

6. What is the volume of services transactions split between third party transactions and intercompany transactions? *

Click or drag a file to this area to upload.

Please upload file with volumes per country if applicable

7. What is the volume of goods transactions split between third party transactions and intercompany transactions? *

Click or drag a file to this area to upload.

Please upload file with volumes per country if applicable

8. Does the current system support validating all the invoice attributes from a VAT reporting perspective? *

9. Does the current system support error-handling post the data validation errors? *

10. Are there any customizations done in the current tool considering the specific business scenarios? *

11. What is the format of your monthly reconciliation / reporting (if any) performed? *

Click or drag a file to this area to upload.

Please upload sample

12. Does the current tool provide customs reporting as well? *

Yes
No
Runs on a different tool

13. How many countries VAT reporting are currently being handled? *

1 – 5
5 – 10
10 – 20
More than 20

14. How many countries for VAT reporting would you like TPA Global to handle? *

1 – 5
5 – 10
10 – 20
More than 20

15. For which countries do you want TPA Global to deliver VAT services? *

Africa
Asia
Europe
Middle East
North America (incl. Mexico)
Oceania
Latin America

You can select more than one.

Africa *

All African countries
Algeria
Angola
Benin
Botswana
Burkina Faso
Burundi
Cameroon
Cape Verde
Central African Republic
Chad
Congo (Brazzaville)
Congo, Democratic Republic of the
Comoros
Cote d’Ivoire (Ivory Coast)
Djibouti
Egypt
Equatorial Guinea
Eritrea
Eswatini (ex-Swaziland)
Ethiopia
Gabon
Gambia
Ghana
Guinea
Guinea-Bissau
Kenya
Lesotho
Liberia
Libyan Arab Jamahiriya
Madagascar
Malawi
Mali
Mauritius
Mauritania
Mayotte
Morocco
Mozambique
Namibia
Niger
Nigeria
Reunion
Rwanda
Saint Helena
Sao Tome and Principe
Senegal
Seychelles
Sierra Leone
Somalia
South Africa
South Sudan
Sudan
Tanzania, United Republic of
Togo
Tunisia
Uganda
Western Sahara
Zambia
Zimbabwe

Please select which countries are to be included. If you'd like to include all African countries, simply click the first option.

Asia *

All Asian countries
Afghanistan
Armenia
Azerbaijan
Bangladesh
Bhutan
Brunei Darussalam
Cambodia
China
Georgia
Hong Kong
India
Indonesia
Japan
Kazakhstan
Korea, North
Korea, South
Kyrgyzstan
Laos
Macao
Malaysia
Maldives
Mongolia
Myanmar (ex-Burma)
Nepal
Pakistan
Philippines
Singapore
Sri Lanka (ex-Ceilan)
Taiwan
Tajikistan
Thailand
Timor Leste (West)
Turkmenistan
Uzbekistan
Vietnam

Please select which countries are to be included. If you'd like to include all Asian countries, simply click the first option.

Europe *

All European countries
Albania
Andorra
Austria
Belarus
Belgium
Bosnia
Bulgaria
Croatia
Cyprus
Czech Republic
Denmark
Estonia
Faroe Islands
Finland
France
Germany
Greece
Gibraltar
Guerney and Alderney
Hungary
Iceland
Ireland
Italy
Jersey
Kosovo
Latvia
Liechtenstein
Lithuania
Luxembourg
Malta
Netherlands
Macedonia
Man, Island of
Moldova
Monaco
Montenegro
Norway
Poland
Portugal
Romania
Russia
San Marino
Serbia
Slovakia
Slovenia
Spain
Svalbard and Jan Mayen Islands
Sweden
Switzerland
Turkey
Ukraine
United Kingdom
Vatican City State

Please select which countries are to be included. If you'd like to include all European countries, simply click the first option.

Middle East *

All Middle Eastern countries
Bahrain
Iraq
Iran
Israel
Jordan
Kuwait
Lebanon
Oman
Palestine
Qatar
Saudi Arabia
Syria
United Arab Emirates
Yemen

Please select which countries are to be included. If you'd like to include all Middle Eastern countries, simply click the first option.

North America *

All North American countries
Bermuda
Canada
Greenland
Mexico
Saint Pierre and Miquelon
United States

Please select which countries are to be included. If you'd like to include all North American countries, simply click the first option.

Oceania *

All Oceania countries
Australia
Fiji
French Polynesia
Guam
Kiribati
Marshall Islands
Micronesia
New Caledonia
New Zealand
Papua New Guinea
Samoa
Samoa, American
Solomon, Islands
Tonga
Vanuatu

Please select which countries are to be included. If you'd like to include all Oceania countries, simply click the first option.

Latin America *

All Latin American countries
Anguilla
Antigua and Barbuda
Argentina
Aruba
Bahamas
Barbados
Belize
Bolivia
Bonaire, Saint Eustatius and Saba
Brazil
British Virgin Islands
Cayman Islands
Chile
Colombia
Costa Rica
Cuba
Curaçao
Dominica
Dominican Republic
El Salvador
Ecuador
Falkland Islands (Malvinas)
French Guiana
Grenada
Guadeloupe
Guatemala
Guyana
Haiti
Honduras
Jamaica
Martinique
Monserrat
Nicaragua
Panama
Paraguay
Peru
Puerto Rico
Saint-Barthélemy
St. Kitts and Nevis
Saint Lucia
Saint Martin
Saint Vincent and the Grenadines
Sint Maarten
Suriname
Trinidad and Tobago
Turks and Caicos Islands
Uruguay
Venezuela
Virgin Islands (US)

Please select which countries are to be included. If you'd like to include all Latin American countries, simply click the first option.

16. Please provide a mapping of all relevant goods and services transactions for VAT purposes. *

Click or drag a file to this area to upload.

17. Would TPA Global need to support the process optimization, including setting up RACI tables for professionals in the VAT process? *

18. Would TPA Global need to support the automation process from source of data, creation of e-invoicing process, all the way to XML format filing of VAT return? *

19. Do you have an inhouse IT team who can work on system integration part? *

20. How is the current Tax technology ecosystem in your company implemented? *

Fully manual
Fully automated
Partially manual / partially automated

21. Is there any centralized data warehouse or repository implemented? *

22. Do you have a file-based data transmission or API based transmission process? *

23. What are the activities being performed by other finance or VAT tools?

Cost collection process
Cost distribution process
I/C invoicing
VAT reporting

24. Do current tools consume transactional level data for VAT return preparation? *

Yes
No
I/C invoicing
VAT reporting

25. Do current tools provide data validation? *

26. What are from your perspective additional finance processes where opportunities to further automate can be realized. *

Please indicate.

GDPR Agreement *

I consent to having TPA Global store my submitted information so they can respond to my request.

Message

- Step 1 of 2

Company & Contact Information

Company Name: *

Name: *

Role within the company: *

Email address: *

Phone Number: *

Company Details

Short company description and number of countries your company operates in:

Does your company have a legal chart? (e.g. organizational chart)

Legal Chart

Click or drag files to this area to upload. You can upload up to 5 files.

What is your company's fiscal year end?

31 March
31 December
Other

If other, please specify.

Do you have a file describing the current tax strategy for your company?

Tax strategy

Click or drag a file to this area to upload.

RFP Specific Questions - Tax Accounting

1. For which financial year would you like TPA Global to perform the request? *

2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020

You can select more than one.

2. How was your tax accounting process & output prepared in the past? *

Please indicate.

3. Please upload status “past years” document.

Click or drag a file to this area to upload.

Upload document if applicable.

4. Would you like TPA Global to provide quarterly schedules that fully allow the tax organization to determine the correct current and deferred entries for U.S. GAAP, IRFS and / or local statutory and tax reporting purposes (FAS 109), including all originating and reversing temporary differences by tax year, and highlight all estimates? *

5. What is the applicable standard you would like us to follow? *

US GAAP
IFRS
Both
Other

Other, please specify *

6. Please indicate what you would like TPA Global to produce for US GAAP.

The current tax liability or asset for the estimated taxes payable or refundable on tax returns for the current and prior years.
Recognition of Deferred tax liability or asset for the estimated future tax effects attributable to temporary differences and carry-forwards based on the provisions of the enacted tax law.
The measurement of deferred tax assets is reduced, if necessary, by the amount of tax benefits that, based on available evidence, are not expected to be realized.
Application of adjustments for changes in enacted law and rates.
Application of changes in tax status of an entity.
Income tax accounting for financial instruments.
Business combinations
Outside base differences.
Intra-period tax allocation.
Income tax accounting for foreign currency effects.
Separate financial statements of a subsidiary.
Accounting for income taxes in interim periods.
Income tax accounting for stock-based compensation.

Select more than one.

7. Please indicate what you would like TPA Global to produce for IFRS.

The current tax liability or asset for the estimated taxes payable or refundable on tax returns for the current and prior years.
Recognition of Deferred tax liability or asset for the estimated future tax effects attributable to temporary differences and carry-forwards based on the provisions of the enacted tax law.
The measurement of deferred tax assets is reduced, if necessary, by the amount of tax benefits that, based on available evidence, are not expected to be realized.
Application of adjustments for changes in enacted law and rates.
Application of changes in tax status of an entity.
Income tax accounting for financial instruments.
Business combinations
Outside base differences.
Intra-period tax allocation.
Income tax accounting for foreign currency effects.
Separate financial statements of a subsidiary.
Accounting for income taxes in interim periods.
Income tax accounting for stock-based compensation.

Select more than one.

8. Do you want accounting for uncertain income tax positions, including assessment, measurement, documentation and quarterly reconciliations? *

9. What services would you like TPA Global to provide regarding data? *

Data collection
Data preparation
Data review

10. Is there an accounting manual for US GAAP or IFRS? *

Accounting manual

Click or drag a file to this area to upload.

11. Is there an accounting manual on statutory books? *

Accounting manual

Click or drag a file to this area to upload.

12. Is there an accounting manual on tax books? *

Accounting manual

Click or drag a file to this area to upload.

13. Is there a specific manual on tax accounting? *

Accounting manual

Click or drag a file to this area to upload.

14. Is there an accounting manual on regulatory books? *

Yes
No
Not applicable

Accounting manual

Click or drag a file to this area to upload.

15. Do you want TPA Global to prepare all income tax required disclosures related to publicly disclosed financial statements and associated notes? *

Yes
No
Review only

16. Would TPA Global need to support the automation process from source of data, creation of e-invoicing process, all the way to XML format filing of tax accounting packages? *

17. Do you have an inhouse IT team who can work on system integration part? *

18. Is there any centralized data warehouse or repository implemented? *

19. Do you have a file-based data transmission or API based transmission process? *

20. What are the activities being performed by other finance tools?

Click or drag a file to this area to upload.

21. Do current tools use transactional level data for tax accounting packages? *

22. Do current tools provide data validation? *

23. What are from your perspective additional finance processes where opportunities to further automate can be realized. *

Please indicate

GDPR Agreement *

I consent to having TPA Global store my submitted information so they can respond to my request.

Name

- Step 1 of 2

Company & Contact Information

Company Name: *

Name: *

Role within the company: *

Email address: *

Phone Number: *

Company Details

Short company description and number of countries your company operates in:

Does your company have a legal chart? (e.g. organizational chart)

Legal Chart

Click or drag a file to this area to upload.

What is your company's fiscal year end?

31 March
31 December
Other

If other, please specify.

Do you have a file describing the current tax strategy for your company?

Tax strategy

Click or drag a file to this area to upload.

RFP Specific Questions - Wages Tax / Social Security (Payrolling)

1. How many payrolling systems are currently up and running? *

1 payrolling system
2 payrolling systems
3 payrolling systems
More than 3 payrolling systems
None

2. What are the details of existing payrolling versions and data sources?

Click or drag a file to this area to upload.

Please upload file with short description

3. Which years or months need to be covered? *

Years
Months

Years *

2020
2021
2022
2023
2024
2025

You can select more than one.

Months *

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sept
Oct
Nov
Dec

You can select more than one.

4. What is the volume of employees? Please upload file with volumes per country.

Click or drag a file to this area to upload.

Upload document if applicable.

5. What is the volume of payroll slips to be produced? Please upload file with volumes per country.

Click or drag a file to this area to upload.

Please upload file if applicable.

6. What is the volume of payroll slips for local employees employed locally vs. international employees employed in multiple countries (split payroll)? Please upload file with volumes per country.

Click or drag a file to this area to upload.

Please upload file with volumes per country if applicable.

7. Does the current system support sourcing and validating all the payroll relevant attributes, e.g. name, date of birth, social security number, gross salary, holidays, bonus, etc.? *

8. Does the current system support error-handling post the data validation errors? *

9. Are there any customizations done in the current tools considering the specific business scenarios? *

Yes, please describe what type of customizations on each of the payroll systems. *

10. What is the format of your monthly reconciliation / reporting (if any) performed for all countries?

Click or drag a file to this area to upload.

Please upload sample

11. Does the current tool provide automated reporting to authorities? *

Yes
No
Runs on a different tool
Manual reporting

12. How many countries of payrolling reporting are currently being handled? *

1 – 5
5 – 10
10 – 20
More than 20

13. How many countries for payrolling reporting would you like the supplier to handle? *

1 – 5
5 – 10
10 – 20
More than 20

14. For which countries do you want TPA Global to deliver payrolling services? *

Africa
Asia
Europe
Middle East
North America (incl. Mexico)
Oceania
Latin America

You can select more than one.

Africa *

All African countries
Algeria
Angola
Benin
Botswana
Burkina Faso
Burundi
Cameroon
Cape Verde
Central African Republic
Chad
Congo (Brazzaville)
Congo, Democratic Republic of the
Comoros
Cote d’Ivoire (Ivory Coast)
Djibouti
Egypt
Equatorial Guinea
Eritrea
Eswatini (ex-Swaziland)
Ethiopia
Gabon
Gambia
Ghana
Guinea
Guinea-Bissau
Kenya
Lesotho
Liberia
Libyan Arab Jamahiriya
Madagascar
Malawi
Mali
Mauritius
Mauritania
Mayotte
Morocco
Mozambique
Namibia
Niger
Nigeria
Reunion
Rwanda
Saint Helena
Sao Tome and Principe
Senegal
Seychelles
Sierra Leone
Somalia
South Africa
South Sudan
Sudan
Tanzania, United Republic of
Togo
Tunisia
Uganda
Western Sahara
Zambia
Zimbabwe

Please select which countries are to be included. If you'd like to include all African countries, simply click the first option.

Asia *

All Asian countries
Afghanistan
Armenia
Azerbaijan
Bangladesh
Bhutan
Brunei Darussalam
Cambodia
China
Georgia
Hong Kong
India
Indonesia
Japan
Kazakhstan
Korea, North
Korea, South
Kyrgyzstan
Laos
Macao
Malaysia
Maldives
Mongolia
Myanmar (ex-Burma)
Nepal
Pakistan
Philippines
Singapore
Sri Lanka (ex-Ceilan)
Taiwan
Tajikistan
Thailand
Timor Leste (West)
Turkmenistan
Uzbekistan
Vietnam

Please select which countries are to be included. If you'd like to include all Asian countries, simply click the first option.

Europe *

All European countries
Albania
Andorra
Austria
Belarus
Belgium
Bosnia
Bulgaria
Croatia
Cyprus
Czech Republic
Denmark
Estonia
Faroe Islands
Finland
France
Germany
Greece
Gibraltar
Guerney and Alderney
Hungary
Iceland
Ireland
Italy
Jersey
Kosovo
Latvia
Liechtenstein
Lithuania
Luxembourg
Malta
Netherlands
Macedonia
Man, Island of
Moldova
Monaco
Montenegro
Norway
Poland
Portugal
Romania
Russia
San Marino
Serbia
Slovakia
Slovenia
Spain
Svalbard and Jan Mayen Islands
Sweden
Switzerland
Turkey
Ukraine
United Kingdom
Vatican City State

Please select which countries are to be included. If you'd like to include all European countries, simply click the first option.

Middle East *

All Middle Eastern countries
Bahrain
Iraq
Iran
Israel
Jordan
Kuwait
Lebanon
Oman
Palestine
Qatar
Saudi Arabia
Syria
United Arab Emirates
Yemen

Please select which countries are to be included. If you'd like to include all Middle Eastern countries, simply click the first option.

North America *

All North American countries
Bermuda
Canada
Greenland
Mexico
Saint Pierre and Miquelon
United States

Please select which countries are to be included. If you'd like to include all North American countries, simply click the first option.

Oceania *

All Oceania countries
Australia
Fiji
French Polynesia
Guam
Kiribati
Marshall Islands
Micronesia
New Caledonia
New Zealand
Papua New Guinea
Samoa
Samoa, American
Solomon, Islands
Tonga
Vanuatu

Please select which countries are to be included. If you'd like to include all Oceania countries, simply click the first option.

Latin America *

All Latin American countries
Anguilla
Antigua and Barbuda
Argentina
Aruba
Bahamas
Barbados
Belize
Bolivia
Bonaire, Saint Eustatius and Saba
Brazil
British Virgin Islands
Cayman Islands
Chile
Colombia
Costa Rica
Cuba
Curaçao
Dominica
Dominican Republic
El Salvador
Ecuador
Falkland Islands (Malvinas)
French Guiana
Grenada
Guadeloupe
Guatemala
Guyana
Haiti
Honduras
Jamaica
Martinique
Monserrat
Nicaragua
Panama
Paraguay
Peru
Puerto Rico
Saint-Barthélemy
St. Kitts and Nevis
Saint Lucia
Saint Martin
Saint Vincent and the Grenadines
Sint Maarten
Suriname
Trinidad and Tobago
Turks and Caicos Islands
Uruguay
Venezuela
Virgin Islands (US)

Please select which countries are to be included. If you'd like to include all Latin American countries, simply click the first option.

15. Please provide a mapping of all relevant data sources for payrolling purposes.

Click or drag a file to this area to upload.

16. Would TPA Global need to support the process optimization, including setting up RACI tables for professionals in the payrolling process? *

17. Would TPA Global need to support the automation process from source of data, creation of payroll calculation and slips all the way to XML format filing of wages tax and social security returns? *

18. Do you have an inhouse IT team who can work on system integration part? *

19. How is the current Tax technology ecosystem in your company implemented? *

Fully manual
Fully automated
Partially manual / partially automated

20. Is there any centralized data warehouse or repository implemented? *

21. Do you have a file-based data transmission or API based transmission process? *

22. What are the activities being performed by other finance or payrolling tools? *

Qualitative data collection process
Quantitative data collection process
Creation of payroll slip
Distribution of payroll slip
Aggregation of payroll slips into wages tax and social security return

23. Does the current tool consume individualized level of data for wages tax and social security return? *

24. Does the current tool provide data validation by employee and other stakeholders? *

25. What are from your perspective additional finance processes where opportunities to further automate can be realized. *

Please indicate.

GDPR Agreement *

I consent to having TPA Global store my submitted information so they can respond to my request.

- Step 1 of 2

Company & Contact Information

Company Name: *

Name: *

Role within the company: *

Email address: *

Phone Number: *

Company Details

Short company description and number of countries your company operates in:

Does your company have a legal chart? (e.g. organizational chart)

Legal Chart

Click or drag a file to this area to upload.

What is your company's fiscal year end?

31 March
31 December
Other

If other, please specify.

Do you have a file describing the current tax strategy for your company?

Tax strategy

Click or drag a file to this area to upload.

RFP Specific Questions - Customs

1. How many ERP or other systems are currently up and running for customs reporting purposes? *

1 ERP system
2 ERP systems
3 ERP systems
More than 3 ERP systems
None

2. What are the details of existing software versions and data sources?

Click or drag a file to this area to upload.

3. Which years, months or quarters need to be covered? *

Years
Months
Quarters

Years *

2020
2021
2022
2023
2024
2025

You can select more than one.

Months *

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sept
Oct
Nov
Dec

You can select more than one.

Quarters *

You can select more than one.

4. What is the volume of goods transactions considering registered, unregistered, export and/or import transactions? Please upload file with volumes per country.

Click or drag a file to this area to upload.

Upload document if applicable.

5. What is the volume of goods transactions split between third party transactions and intercompany transactions? Please upload file with volumes per country.

Click or drag a file to this area to upload.

Please upload file if applicable.

6. Does the current system support validating all the invoice attributes from a customs reporting perspective? *

7. Does the current system support error-handling post the data validation errors? *

8. Are there any customizations done in the current tool considering the specific business scenarios? *

9. What is the format of your monthly reconciliation / reporting (if any) performed?

Click or drag a file to this area to upload.

Please upload file.

10. Does the current tool provide VAT reporting as well? *

Yes
No
Runs on a different tool

11. How many countries customs reporting are currently being handled? *

1 – 5
5 – 10
10 – 20
More than 20

12. How many countries for customs reporting would you like TPA Global to handle? *

1 – 5
5 – 10
10 – 20
More than 20

13. For which countries do you want TPA Global to deliver customs services? *

Africa
Asia
Europe
Middle East
North America (incl. Mexico)
Oceania
Latin America

You can select more than one.

Africa *

All African countries
Algeria
Angola
Benin
Botswana
Burkina Faso
Burundi
Cameroon
Cape Verde
Central African Republic
Chad
Congo (Brazzaville)
Congo, Democratic Republic of the
Comoros
Cote d’Ivoire (Ivory Coast)
Djibouti
Egypt
Equatorial Guinea
Eritrea
Eswatini (ex-Swaziland)
Ethiopia
Gabon
Gambia
Ghana
Guinea
Guinea-Bissau
Kenya
Lesotho
Liberia
Libyan Arab Jamahiriya
Madagascar
Malawi
Mali
Mauritius
Mauritania
Mayotte
Morocco
Mozambique
Namibia
Niger
Nigeria
Reunion
Rwanda
Saint Helena
Sao Tome and Principe
Senegal
Seychelles
Sierra Leone
Somalia
South Africa
South Sudan
Sudan
Tanzania, United Republic of
Togo
Tunisia
Uganda
Western Sahara
Zambia
Zimbabwe

Please select which countries are to be included. If you'd like to include all African countries, simply click the first option.

Asia *

All Asian countries
Afghanistan
Armenia
Azerbaijan
Bangladesh
Bhutan
Brunei Darussalam
Cambodia
China
Georgia
Hong Kong
India
Indonesia
Japan
Kazakhstan
Korea, North
Korea, South
Kyrgyzstan
Laos
Macao
Malaysia
Maldives
Mongolia
Myanmar (ex-Burma)
Nepal
Pakistan
Philippines
Singapore
Sri Lanka (ex-Ceilan)
Taiwan
Tajikistan
Thailand
Timor Leste (West)
Turkmenistan
Uzbekistan
Vietnam

Please select which countries are to be included. If you'd like to include all Asian countries, simply click the first option.

Europe *

All European countries
Albania
Andorra
Austria
Belarus
Belgium
Bosnia
Bulgaria
Croatia
Cyprus
Czech Republic
Denmark
Estonia
Faroe Islands
Finland
France
Germany
Greece
Gibraltar
Guerney and Alderney
Hungary
Iceland
Ireland
Italy
Jersey
Kosovo
Latvia
Liechtenstein
Lithuania
Luxembourg
Malta
Netherlands
Macedonia
Man, Island of
Moldova
Monaco
Montenegro
Norway
Poland
Portugal
Romania
Russia
San Marino
Serbia
Slovakia
Slovenia
Spain
Svalbard and Jan Mayen Islands
Sweden
Switzerland
Turkey
Ukraine
United Kingdom
Vatican City State

Please select which countries are to be included. If you'd like to include all European countries, simply click the first option.

Middle East *

All Middle Eastern countries
Bahrain
Iraq
Iran
Israel
Jordan
Kuwait
Lebanon
Oman
Palestine
Qatar
Saudi Arabia
Syria
United Arab Emirates
Yemen

Please select which countries are to be included. If you'd like to include all Middle Eastern countries, simply click the first option.

North America *

All North American countries
Bermuda
Canada
Greenland
Mexico
Saint Pierre and Miquelon
United States

Please select which countries are to be included. If you'd like to include all North American countries, simply click the first option.

Oceania *

All Oceania countries
Australia
Fiji
French Polynesia
Guam
Kiribati
Marshall Islands
Micronesia
New Caledonia
New Zealand
Papua New Guinea
Samoa
Samoa, American
Solomon, Islands
Tonga
Vanuatu

Please select which countries are to be included. If you'd like to include all Oceania countries, simply click the first option.

Latin America *

All Latin American countries
Anguilla
Antigua and Barbuda
Argentina
Aruba
Bahamas
Barbados
Belize
Bolivia
Bonaire, Saint Eustatius and Saba
Brazil
British Virgin Islands
Cayman Islands
Chile
Colombia
Costa Rica
Cuba
Curaçao
Dominica
Dominican Republic
El Salvador
Ecuador
Falkland Islands (Malvinas)
French Guiana
Grenada
Guadeloupe
Guatemala
Guyana
Haiti
Honduras
Jamaica
Martinique
Monserrat
Nicaragua
Panama
Paraguay
Peru
Puerto Rico
Saint-Barthélemy
St. Kitts and Nevis
Saint Lucia
Saint Martin
Saint Vincent and the Grenadines
Sint Maarten
Suriname
Trinidad and Tobago
Turks and Caicos Islands
Uruguay
Venezuela
Virgin Islands (US)

Please select which countries are to be included. If you'd like to include all Latin American countries, simply click the first option.

14. Please provide a mapping of all relevant goods and services transactions for customs purposes.

Click or drag a file to this area to upload.

15. Would TPA Global need to support the process optimization, including setting up RACI tables for professionals in the customs process? *

16. Would TPA Global need to support the automation process from source of data, creation of e-invoicing process, all the way to XML format filing of customs return? *

17. Do you have an inhouse IT team who can work on system integration part? *

18. How is the current Tax technology ecosystem in your company implemented? *

Fully manual
Fully automated
Partially manual / partially automated

19. Is there any centralized data warehouse or repository implemented? *

20. Do you have a file-based data transmission or API based transmission process? *

21. What are the activities being performed by other finance or customs tools? *

Cost collection process
Cost distribution process
I/C invoicing
Customs reporting

22. Do current tools consume transactional level data for customs return preparation? *

23. Do current tools provide data validation? *

24. What are from your perspective additional finance processes where opportunities to further automate can be realized. *

Please indicate.

GDPR Agreement *

I consent to having TPA Global store my submitted information so they can respond to my request.

- Step 1 of 2

Company & Contact Information

Company Name: *

Name: *

Role within the company: *

Email address: *

Phone Number: *

Company Details

Short company description and number of countries your company operates in:

Does your company have a legal chart? (e.g. organizational chart)

Legal Chart

Click or drag a file to this area to upload.

What is your company's fiscal year end?

31 March
31 December
Other

If other, please specify.

Do you have a file describing the current tax strategy for your company?

Tax strategy

Click or drag a file to this area to upload.

RFP Specific Questions - Legal and Regulatory Compliance

1. Please download, complete and upload the matrix in the excel file by indicating which services for which entities and for which years are included in the RFP. *

Click or drag a file to this area to upload.

2. Please provide a mapping for goods and services transactions relevant to provide the selected services.

Click or drag a file to this area to upload.

3. Would TPA Global need to support the process optimization, including setting up RACI tables for professionals in the selected services categories? *

4. Would TPA Global need to support the automation process from source of data, creation of e-documents process, all the way to XML or other format filing of documents to regulatory or other authorities? *

5. Do you have an inhouse IT system who can work on system integration part? *

6. How is the current Technology ecosystem in your company implemented? *

Fully manual
Fully automated
Partially manual / partially automated

7. Is there any centralized data warehouse or repository implemented? *

8. Do you have a file-based data transmission or API based transmission process? *

9. What are the activities being performed by other legal, finance or tax tools? *

10. What are from your perspective additional finance, legal and tax processes where opportunities to further automate can be realized. *

Please indicate.

GDPR Agreement *

I consent to having TPA Global store my submitted information so they can respond to my request.

Message

Request for Proposal

Company & Contact Information

Company Details

RFP Specific Questions - Corporate Income Tax

Company & Contact Information

Company Details

RFP Specific Questions - TP Documentation

Company & Contact Information

Company Details

RFP Specific Questions - TP Benchmarking

Company & Contact Information

Company Details

RFP Specific Questions - Intercompany Services

Company & Contact Information

Company Details

RFP Specific Questions - Country-by-Country Reporting (CbCR)

Company & Contact Information

Company Details

RFP Specific Questions - Local Statutory Accounts

Company & Contact Information

Company Details

RFP Specific Questions - VAT Returns

Company & Contact Information

Company Details

RFP Specific Questions - Tax Accounting

Company & Contact Information

Company Details

RFP Specific Questions - Wages Tax / Social Security (Payrolling)

Company & Contact Information

Company Details

RFP Specific Questions - Customs

Company & Contact Information

Company Details

RFP Specific Questions - Legal and Regulatory Compliance

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