Internal Control over Financial Reporting - Core
Taxes
The Taxes Playbook addresses the following areas:
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Policy and Procedures
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Segregation of Duties (and access rules that support SOD)
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Provision Compilation
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Jurisdiction Rules and Tax Code Usage
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Accounting for Permanent and Temporary Differences
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Maintaining Clerical Accuracy of Provision
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Maintaining Consistency of Tax Provisions and Deferred Items with Tax Return
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Intercompany Transactions Management
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Payment Approval Process
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Transaction taxes (sales and use tax, VAT, GST)
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Master File Maintenance
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Financial Reporting (including segregation of duties and related access rules), and
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Additional Considerations (IPE and Management Review Controls)