Viewing policies
Go to Transfer Pricing in the sidebar and click the Policies tab to see all your transfer pricing policies.Creating a policy
1
Click Add policy
Click the Add policy button.
2
Select the entities
Choose the service provider (the entity providing the service) and the service recipient (the entity receiving the service).
3
Describe the service
Document what service is being provided (e.g., management services, IT support, shared R&D).
4
Set the pricing methodology
Define how the price is determined (cost plus, comparable uncontrolled price, transactional net margin, etc.).
5
Attach documentation
Upload supporting documents such as service agreements, invoices, and calculation workpapers.
Policy details
Each policy tracks:- Service provider and recipient — the two entities involved
- Service description — what is being provided
- Pricing methodology — how the transfer price is calculated
- Transaction amounts — the financial details of the intercompany transactions
- Supporting documents — agreements, calculations, and benchmarking studies