Coperitas as a complete transfer pricing package

A story of bringing all transfer pricing needs together in one system. With more than 120 entities spread across multiple countries, our client needed more than scattered tools. They needed an all-in-one solution! What is their story and how did this happen? You can read it down here!

About the client

This company is an international service provider active in facility services, healthcare, and staffing solutions. They are well known in sectors such as ground handling and healthcare, with operations across five countries and more than 120 legal entities. Their size and diversity bring complexity to tax and compliance processes, making efficiency and oversight crucial.

The challenges

Managing transfer pricing (TP) documentation and monitoring obligations proved overwhelming for for our client. The challenges included:

Missing documentation

TP compliance obligations were not fully covered, leading to risk exposure.

Monitoring gaps

Financial and transactional data lacked a clear structure and overview, making monitoring difficult to do.

Complex entity structure

With over 120 entities, maintaining an up-to-date overview manually was near impossible.

Limited TP experience

While the finance team was strong, there was limited in-house TP expertise, leading to reliance on external advisors.

They wanted to streamline compliance, improve monitoring, and reduce the strain on internal resources.

Their goals

The overall goal was to manage all TP related tasks like documentation and monitoring efficiently in one system, with the flexibility to grow internal knowledge over time.

• Primary Objective: Set up a complete TP documentation process (master file and local files) within Coperitas.
• Secondary Objective: Implement monitoring capabilities, including financial updates, CbCR data, and transactional insights.
• Tertiary Objective: Support future compliance requirements using Pillar 2 Safe Harbour rules, enabling quick overviews of compliance status.

Our approach

From the beginning, we knew that simplicity, clarity, and continuous support were key. Together with our business partner, we implemented the following steps:

Step One: Kick-Off Meeting

Together, we aligned on roles, responsibilities, and priorities. The project was split into phases to make it manageable.

Step Two: Documentation Setup

We configured the Document Creator, uploading entities, financials, and templates to generate TP documentation at a single push of a button.

Step Three: Monitoring Implementation

Financial data was uploaded into the Coperitas environment  in order to ensure effective monitoring of data, which includes CbCR and transactional data.

Step Four: Pillar 2 Safe Harbours

We introduced the Pillar 2 module, giving our client clear insight into compliance with Safe Harbour rules.

Step Five: Hands-On Training & Support

By joining our client’s Microsoft Teams environment we had a direct line of communication to support them directly, showing staff how to import data, run exports, and work with the tool step by step.

The results

Here’s what we accomplished together:

Clarity: With financials, transactions, and CbCR data in one system, monitoring is no longer all over the place.

Efficiency: Documentation can now be created instantly, replacing the manual processes they had before.

Future-Readiness: The Pillar 2 Safe Harbour module gives immediate insight into Pillar 2 compliance, preparing them for when they need it.

Their opinion

Our client values the quick and approachable support they receive, highlighting how much they appreciate being helped immediately instead of spending unnecessary time struggling. They find it reassuring that documentation can now be produced with a single click, and they see the Pillar 2 overview as a major step forward. With this setup, They have confidence that compliance is under control while still being able to grow internal capabilities over time.

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