Challenges of tax/finance function

  • Intra-group service fee disallowed - no back-up documentation for need benefit test
  • Multiple years of litigation
  • Documents (e.g., emails evidencing underlying services) to be collated from multiple employees.

How was our technology enabled service implemented?

  • KPMG Transfer Pricing Document Maintenance Tool, a web-based application automating collation of emails (back-up documentation for intra-group services) was deployed in company’s IT environment
  • Using our technology solution:
    • Data was collated for six years from MBOX, PST and Lotus Notes files
    • Large data set was reviewed in limited time frame
    • Readily available dashboards facilitated documentation submission.


  • Automated collation of back up documentation (six years) - saved tax function’s time
  • Company was able to submit back up documentation to tax authorities - resulted in deletion of transfer pricing adjustment and mitigated penalty implications.