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Tax Compliance and Reporting

Support for your tax compliance and reporting needs

Meeting tax obligations can feel like aiming at a moving target. Increasingly complex rules and policies, rapid technology changes, increased reporting requirements, and regulatory scrutiny all add pressure to tax compliance strategy and execution. Deloitte’s tax professionals assist clients, from large multinationals to family-owned businesses, with tax compliance. We help identify the model for services that best suits each client’s needs—whether it’s outsourcing or co-sourcing, with support for all tax functions or just some.

Deloitte’s professionals help clients meet a wide range of tax reporting requirements related to transfer pricing; and corporate, fund, indirect, customs, income, property, and flow-through taxes. We advise businesses so that they can make sound decisions whether they’re evolving operations, taking the next step in digital transformation, or simply working to meet compliance requirements and deadlines. Our teams stay current on complex and ever-changing tax compliance and accounting requirements, flexibly supporting clients as they meet their obligations.

Far-reaching support for your tax function

Tax compliance experience to help you drive value

Deloitte’s tax professionals have the breadth of experience to help you identify the compliance strategy approaches that are right for you. Drawing on our extensive experience, we streamline processes and identify cutting-edge technologies that can make your tax operations more effective, accurate, and compliant with evolving tax rules. Where appropriate, we can augment your team with temporary staff.

Global compliance coordination services

Global tax compliance and reporting is constantly evolving, requiring tax leaders to respond, adapt, and thrive with limited resources. Explore new approaches to global tax compliance to enable you to elevate the role of the tax department.

Deloitte’s global engagement leaders help clients create insights and identify US and global trends, reduce costs, and strategically allocate resources.  

We can also help refine global tax compliance strategy and restructure operating models to meet global tax compliance and reporting obligations. We work with you as you transform your compliance models that allow you to leverage our tax technical resources and investment in leading-class technology, as well as our data management capabilities and globally standardized processes. With that, you can access insights and add strategic value to your business. Backed by our global network of tax specialists, a multidisciplinary network of senior tax specialists spanning more than 100 jurisdictions, we help you align data, process, technology, people, and governance with your business goals.

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Eric Peel
Compliance and reporting services
Partner, Tax
Deloitte US
epeel@deloitte.com

Megan Blackstone
Compliance and reporting services
Managing Director, Tax
Deloitte US
meganblackstone@deloitte.com

Rich Hyman
International tax compliance
Partner, Tax
Deloitte US
rhyman@deloitte.com

Accounting for income tax services

Entities are required to maintain accurate income tax accounts and properly report and disclose income taxes in financial statements. However, it can be challenging to build and maintain a team that has the appropriate tax accounting and tax technical skills to accurately complete the tax accounting and reporting requirements in a timely manner.

Deloitte tax specialists combine technical experience with processes and internal controls. We deliver valuable insights and assist clients with preparation and review of monthly, quarterly, and annual tax provisions, as well as tax accounting computations for acquisitions and divestitures. Deloitte serves private and public companies, from startups to established organizations. We tailor our approach to advising on the income tax accounting for financial statements and disclosures to the needs of each business, under local GAAP, IFRS, or US GAAP.

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Patrice Mano
Partner, Tax
Deloitte US
pmano@deloitte.com

Vickie Carr
Partner, Tax
Deloitte US
vcarr@deloitte.com

Jay Morris
Partner, Tax
Deloitte US
jmorris@deloitte.com

Fund compliance

Facing increasingly rigorous fund compliance, reporting, and transparency requirements, private equity and real estate fund managers and asset servicers are turning to technology to calculate tax exposure and withholdings, prepare and validate investor tax reports, and manage compliance obligations.

Deloitte’s fund and real estate compliance professionals bring an international, collaborative perspective to cross-border, multi-asset-class investment reporting. Our services, provided using Internet-based Process and Compliance System (iPACS) software, can increase efficiency and compliance via a range of offerings:

We also address the potential challenges and opportunities that come with investments in debt and debt securities. Deloitte’s Tax Analysis and Information Reporting for Debt Investments (TARDI) services and advanced tax database technology have been designed for the investors and owners of a wide range of debt investments to address their tax information, planning, and compliance needs, while maintaining flexibility to pursue different tax alternatives and elections.

Get in touch

Dave Earley
Partner, Tax
Deloitte US
dearley@deloitte.com

 

Flow-through and partnership tax compliance

Pass-through and flow-through businesses include sole proprietorships, partnerships, limited liability companies, and S corporations. As these types of businesses have grown exponentially over the past number of years, the federal, state, and international rules regulating them have grown as well.

Deloitte provides specialized tax compliance services to help your flow-through entity or partnership meet the complex compliance and reporting obligations for business and income taxes. Our teams offer relevant insights into how taxing authorities approach issues, helping you better understand the intricacies of pass-through entities.

We have both the deep knowledge of the regulations and the technology to help you address these complexities and manage compliance risk. Our iPACS partnership technology complements our efficient process to help your organization enhance Schedule K-1s and other partner reporting while pursuing time and cost savings.

Get in touch

Steve Henchock
Principal, Tax
Deloitte US
shenchock@deloitte.com

Andrea Smith
Partner, Tax
Deloitte US
andreajsmith@deloitte.com

shenchock@deloitte.com

Tax-exempt compliance

Tax-exempt organizations often operate under heightened public scrutiny, yet still face similar financial and operating issues as their for-profit counterparts. Additionally, many tax-exempt organizations are experiencing unprecedented growth, requiring tax leaders to constantly adapt to balance costs, resources, and time constraints, during a time in which tax compliance is becoming increasingly more complex.

Assistance with tax compliance is not limited to Form 990, Form 990-T, or Form 990-PF but also includes assistance with tax compliance for related for-profit entities, annual solicitation filings for corporations with fundraising missions, property tax compliance, and jurisdictional tax filings, among others.

Engaging a service provider to assist with your tax compliance can provide you with access to scalable resources through our team of tax-exempt specialists. At Deloitte, we employ a collaborative, people-first approach and leverage industry-leading technology, including 990Capture, iPACS, and Intela, to make the process more efficient for your team so that you can focus on value-added projects outside of compliance.

The end result? Efficient and insightful service delivery that frees up your tax professionals to make an impact that matters.

Get in touch

Alicia Janisch
Partner, Tax
Deloitte US
ajanisch@deloitte.com

Indirect tax compliance

Real-time reporting requirements and increasing scrutiny from tax authorities are challenging businesses to find more efficient, automated ways to manage indirect tax compliance processes. These include VAT, GST, sales and use tax, and other transaction-based taxes.

Deloitte’s global network of indirect tax compliance specialists can help you understand rules and obligations of multiple national markets; adopt technologies supporting accurate, timely payment; and mitigate exposure to financial penalties and reputational damage. We help your business efficiently and effectively meet indirect tax compliance obligations, including indirect tax registration support, preparation and submission of indirect tax returns, compliance with e-invoicing and direct reporting requirements, and indirect tax audit support. We also offer advice on operating models and options for technology, process, and automation improvements.

Innovative technology can increase efficiency, especially in the presence of multiple data sources, varying data quality, and numerous country-specific requirements.

Get in touch

Gregory Verpoorten
Principal, Tax
Deloitte US
grverpoorten@deloitte.com

Global information reporting

Global information reporting (GIR) services provide an end-to-end approach to the information reporting life cycle that can help enhance your organization’s processes in a scalable, reliable, and secure way. By automating the steps in the life cycle, from tax document reviews through tax reporting, our services in this space can provide you greater control and visibility. Your organization will be supported by our global network of tax professionals with a deep understanding of regulatory information reporting changes and extensive experience delivering compliance across multiple jurisdictions.

Our services help identify, document, and report accountholder, client, and investor information to tax authorities while limiting business impact. We offer technical advice, gap analysis assessments, implementation assistance, and process reviews of GIR operations, including US Foreign Account Tax Compliance Act (FATCA), the OECD common reporting standard (CRS), and US qualified intermediary rules. We also provide strategic Qualified Intermediary (QI) and Withholding Foreign Partnership (WFP) reviews to international organizations seeking to improve tax return preparation and audit readiness.

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David Charlton
Principal, Tax
Deloitte US
dcharlton@deloitte.com

Denise Hintzke
Managing Director, Tax
Deloitte US
dhintzke@deloitte.com

Trade and customs duty, export compliance

Companies engaged in global trade face complex import, export, and border security regulations. Managing global supply chains requires navigating the laws of multiple jurisdictions to maintain compliance, extract benefits, and keep costs low.

Deloitte’s global trade professionals advise on strategic planning around duties, risks, penalties, and consequences of noncompliance. We help standardize and automate trade and customs duty compliance processes, allowing you to operate more efficiently at lower risk. Standardization and automation can also help your business capture the benefits of special trade programs.

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Kristine Dozier
Principal, Tax
Deloitte US
kdozier@deloitte.com


Transfer pricing documentation

Transfer pricing documentation—which shows how the pricing of a company’s related-party transactions apply to the arm’s-length principle—is mandatory in many countries. In the United States, the IRS states that with certain exceptions, transfer pricing documentation must be in existence when the tax return is filed. The Organization for Economic Co-operation and Development (OECD) recommendations for transfer pricing are also evolving as part of a broad international dialogue on global taxation. Many tax authorities expect granular transfer pricing documentation that can be produced and scrutinized in a tax audit.

In this landscape, businesses must efficiently manage transfer pricing to meet local requirements, while maintaining global consistency—a task demanding significant resources and attention. Deloitte helps your organization address this challenge with flexible, customized global transfer pricing support, including industry benchmarking, BEPS analysis, local country files, functional analysis, master files, and documentation coordination.

Deloitte transfer pricing professionals can help evaluate and document processes, identify potential opportunities to increase control and add value, and implement process improvements. Our process provides visibility and transparency to help you meet deadlines, manage risk, and support local and global transfer pricing filing requirements. Deloitte has a flexible, collaborative approach to documentation, utilizing transfer pricing documentation technologies in the market, including our own TP Digital DoX documentation technology. With the Deloitte transfer pricing team and technology, you can move beyond timely compliance to realizing greater value from transfer pricing documentation through audit-ready positions and stakeholder communications.

Learn more about transfer pricing documentation.

Get in touch

Kristine Riisberg
Principal, Tax
Deloitte US
kriisberg@deloitte.com

Tax Compliance and Reporting

Support for your tax compliance and reporting needs

Explore our collection of content and learn more about how Deloitte’s compliance professionals assist clients, from large multinationals to family-owned businesses, with tax compliance, reporting, and accounting for income tax. 

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Emily VanVleet

Emily VanVleet

Marketplace Leader

As a partner in Deloitte’s Tax Management Consulting practice and the leader of our Robotics & Intelligent Automation team, Emily thrives on anticipating what might be next and boldly embarks on the p... More

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