New tax assignments from UBC clients

A specific decision is defined: choose a tax system, calculate a transaction, confirm VAT, payroll, an investment, a payment to a non-resident or the consequences of a reorganisation. The period, parties, amounts, documents and expected result are stated. This makes it possible to select a consultant who works with the required tax and type of activity.

The partner reviews the source materials and proposes a format: oral meeting, written memorandum, calculation, document analysis or implementation support. UBC agrees the content of the result, deadlines and price with the client. The manager knows in advance which questions will be resolved and which data must be confirmed by the business.

The partner can focus on the tax part of the client's matter. The tax position may be their part of a joint project, while an accountant, lawyer or other network specialist performs their own professional part.

The share of income from a joint tax order is determined by the consultant's role, composition of the conclusion and work actually performed.

A written position should take into account the contract, primary documents, accounting treatment and actual payment. If several permissible options exist, the consultant compares the tax consequences and evidence requirements. The decision is discussed with the owner and accounting team before signing or filing.

UBC helps agree the task and organises work with an independent specialist. After the consultation, the owner or director receives a conclusion, list of required documents and implementation sequence. When source conditions change, the matter is updated according to the specific facts, preserving the link between taxes and the commercial objective.

For an initial consultation, you can send the draft contract, a short description of the operation, amounts, parties, countries and planned date. If the operation has already taken place, add primary documents, payments, tax calculations and correspondence affecting the actual circumstances:

• description of the operation, parties, amounts and business purpose
• draft contracts and available primary documents
• company registration and tax information
• accounting data and expected payment schedule
• list of questions, recipient of the conclusion and agreed date

Accounting and legal part through the network

The partner receives a description of the transaction or tax matter, participants, amounts, countries and decision deadline. UBC transfers the assignment to a consultant with experience in the required tax area. The partner accepts the order after the answer format, list of source documents and questions to be covered by a clear written conclusion are understood.

1. The task description and available documents are received.
2. The required tax area, jurisdiction and form of written or oral consultation are defined.
3. UBC takes into account the consultant's experience with the relevant tax and type of transaction.
4. The parties agree the list of tax questions, deadline, price and form of the conclusion.
5. UBC organises contact with the client and delivery of the agreed tax position.

A partner tax consultant can receive assignments according to transaction type and tax specialisation. Before work begins, the parties agree the conclusion format, price and deadline. The commercial decision is made by the owner or director, while the consultant is responsible for professional analysis of the facts and documents transferred to them.

A short consultation to choose an option, written analysis of a transaction or calculation of several scenarios can be ordered. The price depends on the number of taxes, jurisdictions, contracts and options that must be compared. If contracts and actual figures are prepared in advance, the consultant analyses the real operation without additional time being charged to reconstruct source conditions in parts.

The price of the partner part is determined after receiving a description of the tax matter, transaction parties, amounts, countries and desired response deadline. Modelling of several options, a written conclusion or joint work with a lawyer and accountant is agreed separately if required for the decision. When the order is agreed, the partner immediately sees whether the result will be an oral consultation or a document for further work.

The consultation is accepted against answers to questions formulated in advance and calculations that can be confirmed using the client's figures. It is important that the specialist takes into account the actual participants, contractual terms and date of the planned operation. The written conclusion can be transferred to the accountant and lawyer so that they apply the selected option in documents and accounting.

The quality of a tax consultation is determined by whether the owner can make a specific decision afterwards and give clear instructions to the accountant or lawyer. The conclusion should clearly state the tax consequences of the selected option, source assumptions and conditions under which the position must be reviewed. If the amount, party, country or contract structure changes, the consultant is informed before the operation is carried out.

After acceptance, the owner receives a written tax position, a calculation using their figures, a list of documents used and the conditions on which the conclusion is based. The accountant and lawyer can apply the written position when formalising the transaction and accounting, while the director sees the indicators or contractual terms that will require repeat analysis if the operation changes. The consultation becomes a specific basis for a decision rather than a general explanation of a rule.

The partner receives a specific tax assignment concerning an operation, structure or disputed matter and agrees the answer form in advance: written conclusion, calculation, comparative analysis of options or consultation for a decision. UBC transfers the contracts, figures and actual circumstances required for a conclusion specifically on the client's operation.

When similar transactions are concluded regularly, it is useful to retain the written tax position and a list of conditions for its application. If the consultation concerned one reorganisation, payment or contract, the conclusion is kept together with the source documents and calculations. If transaction terms change, the consultant immediately sees exactly what has changed and can update the assessment without analysing the entire history again.

How a consultant receives and handles joint orders

Tax advice creates value after the selected option is reflected in the contract, primary documents, accounting and payment scheme. UBC determines which wording and calculations must be changed before signing and which actions are performed after the operation. The responsible employee receives a written decision and list of agreed dates.

If the conclusion concerns several companies or periods, UBC agrees one set of source data with the client's accountant and lawyer. The specialist independent consultant sees the actual operation in full. The manager can compare options by amount of liabilities, documents and implementation procedure and then transfer the selected solution to the team.

A partner tax consultant can receive new specialist assignments and engage accountants, lawyers and other network specialists for the related part of the client's matter. Commercial terms are determined for the specific joint order. We will be pleased to discuss your practice and cooperation with UBC.