The Library
Workbooks and Frameworks,
ready to use.
Every product in the library was built for a real engagement and refined over dozens of uses. Download today, put to work this week.
Intercompany Agreement Template Pack
Eight model intercompany agreements — management services, cost-sharing, distribution, IP licensing, intragroup financing, and more — with annotated guidance on every clause.
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Functional Analysis Workbook
The functions-assets-risks analysis that makes or breaks a TP study. Structured interview template, scoring matrix, and an output summary ready for your local file.
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Intercompany Financial Transactions Toolkit
For the hardest transaction type. OECD Chapter X framework, credit rating proxy methodology, interest rate determination workpaper, and model loan agreements.
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The TP Documentation Playbook
One hundred pages walking through the full documentation lifecycle, with every template in the library bundled in. Our most comprehensive product.
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The Local File Template
A structured Word template following OECD BEPS Action 13 Annex II — placeholder sections, example language, and embedded guidance for every requirement.
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Method Selection Framework
A decision guide — PDF and Excel scoring tool — for choosing between CUP, Resale Price, Cost Plus, TNMM, and Profit Split with worked examples across common scenarios.
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The TP Controversy Kit
For companies under audit or anticipating one. IDR response templates, APA application outline, MAP request framework, penalty protection documentation checklist.
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The Master File Template
The functions-assets-risks analysis that makes or breaks a TP study. Structured interview template, scoring matrix, and an output summary ready for your local file.
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Benchmarking Study Workpaper
The structure around your database output — search strategy docs, acceptance/rejection matrix, comparability adjustments, and an interquartile range calculator.
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How to Read & Pressure-Test a Benchmarking Study
Six-module video course teaching tax professionals how to evaluate benchmarking studies prepared by Big Four or external advisors. No database access required.
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