Documentation & Disclosure
“History will be kind to me for I intend to write it.”
– Winston Churchill
Once the tax consequences of a transaction are understood by all key parties, the next step is to ensure the transaction is documented when the time comes in such a way that ensures the only tax consequences that arise are those that have been planned for.
Our post-transaction tax management services include:
- Comprehensive compliance services
- Tax effect accounting notes
- Tax payment schedules
- Board paper appendices
- Tax treatment memorandums
Be Prepared
Whether documentation is required at the transaction date, the financial reporting date, for periodic management reporting or the relevant tax return deadline, it should be prepared in a way that allows it to be understood and relied upon many years ahead of the transaction date, as there are a multitude of reasons a transaction may be reviewed in the future, either by internal or external parties.
WE'RE HERE TO HELP
If you require assistance with maintaining the necessary levels of documentation and compliance to minimise the chance of future surprises, please do not hesitate to reach out to one of our Corporate Tax Team members through your trusted Hall Chadwick advisor.
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