Preparing the data
You coordinate transaction information and need to organise the material for TPR.
Transfer pricing / Service
Polish TPR Reporting
We organise the data for Polish TPR reporting and review consistency with the documentation and transaction records.
Scope agreed before work beginsData, analysis and discussion
The deliverable
Data for Polish TPR reporting
- Transactions and period
- Reconciled data
- Points to clarify
A report with an explanation of the approach taken.
Who it’s for
Support shaped by your transactions.
For teams responsible for preparing data and coordinating Polish TPR reporting.
Consistency with documentation
You want to reconcile reporting data with the Local File, analyses and transaction records.
Coordinating reporting
You need help resolving discrepancies and preparing the TPR information.
Scope of support
What the work covers.
Reporting starts with organised information. We connect transaction data with the documentation and clarify discrepancies between sources.
Let’s define your project scope01Agree the entity and reporting period
We confirm the entity, period and transactions covered, and agree who will provide the information.
02Collect and organise transaction data
We organise transaction values, financial data and documentation inputs needed for the agreed reporting scope.
03Check consistency with the documentation
We compare the TPR data with the documentation and analyses, highlighting discrepancies and points requiring clarification.
04Support the preparation of TPR information
We help translate the reconciled data into the TPR information and discuss outstanding matters before the work is completed.
Local File preparation and benchmarking are agreed as separate parts of the engagement. We agree the arrangements for approving and filing the TPR information with the client.
Deliverables
The report. And the context.
01 / Report
Data for Polish TPR reporting
An organised dataset and a record of points to resolve before completing the TPR information.
- Transaction data
- Consistency review
- Agreed findings
02 / Discussion
Room for questions.
We discuss the assumptions, findings and limitations of the report, and identify points that need further consideration.
Getting started
What to have ready.
Transfer pricing documentation and analyses
Transaction values and financial data
Previous TPR information, if available
You do not need everything before our first conversation. We will tailor the data request to the agreed scope.
Working together
A clear process. A shared goal.
Discussion and purpose
We establish the context, scope and approach.
Data and assumptions
We organise the information needed for the analysis.
Analysis
We select an approach and review the conclusions.
Results and discussion
We deliver the report and explain its assumptions.
The people behind the analysis
Talk to people who understand your challenge.
Tax knowledge, transaction experience and a financial perspective. Meet experts from the ILT team.
Partner · tax adviser
Michał Kordiak
Specialises in transfer pricing, international taxation, financial modelling and valuations.
Court-appointed valuation expert
Talk to Michał ↗
Transfer Pricing Manager · attorney-at-law
Neil Kuczyński
Advises on transfer pricing policies, Local File and Master File documentation, benchmarking analyses and TPR reporting.
Talk to Neil ↗Analytical resources
Consistent data. A coherent picture.
TPR work starts with information from your business. We check whether the documentation and reporting data describe the transactions consistently.
TP documentation
The Local File and available analyses of the reported transactions.
Transaction data
Transaction values, financial information and pricing arrangements.
FAQ
Before our first conversation.
Can you use documentation prepared by another adviser?
Yes. We first review its scope and the availability of the data required for the agreed work.
Does the engagement also include a Local File?
It can cover both. Documentation and reporting are defined as separate parts of the engagement.
Start a conversation
Let’s look at your situation.
Tell us about a planned transaction or a challenge. Together, we will determine the scope of the analysis you need.