Oil, gas companies see transfer pricing as key tax issue: survey

New York (Platts)--24Mar2011/1135 am EDT/1535 GMT


The vast majority of oil and gas industry finance executives have ranked transfer prices as among the most important tax issues for their companies, a survey by tax consultancy Ernst & Young has found, according to a report released Thursday.

The consultancy said that 95% of the executives polled as part of its 2010 Global Transfer Pricing Survey ranked transfer pricing--the pricing of goods, intangibles, financial instruments and services transferred within an organization--as very important or fairly important. And 67% said transfer pricing was the most important tax issue they are dealing with, followed by tax minimization and double taxation, according to the report.

By a high percentage, 84%, the executives also said that transfer pricing audits were fairly likely or very likely.

The Ernst & Young survey included "independent interviews of 58 high-level (CFO to controller) energy executives," it said.


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The profile of transfer pricing issues has risen as governments face significant deficits, which focus attention on "raising revenues through taxation, with transfer pricing being a key instrument," according to the report.

It noted that the countries found most likely to audit transfer pricing for the oil and gas industry are Australia, Brazil, Canada, China, Germany, India, Indonesia, Malaysia, Norway, Singapore, Thailand, the US and the UK.

While oil indexes via third-party pricing services provide the documentation and transparency that diminishes controversies surrounding transfer pricing issues, "it's the more difficult-to-measure items like services, financing and intangibles that tax authorities are scrutinizing," according to the report.

It added that, in response to such increased scrutiny, "oil and gas companies are putting more effort into documentation and approaching it with a mindset that compliance documentation will eventually end up in the hands of tax authorities."

Companies also are increasingly using so-called advanced pricing agreements, which allows them to "lock in a methodology, pricing structure and results for a set number of years between two or more taxing authorities. This helps to resolve or prevent disputes for the specified period. In these agreements, the concerned tax authority agrees not to seek a transfer pricing adjustment for a covered transaction," said the report.

--Robert DiNardo, robert_dinardo@platts.com