Tax Shared Service Center

Our goal is to sustainably relieve your tax teams through a centralized shared service model so that you can concentrate on what matters most: tax strategy, global tax planning, and communication with stakeholders.

We are a highly specialized service provider focused on operational excellence, project coordination, and seamless integration with existing structures. Our services are aimed at corporations of all sizes – from medium-sized businesses to DAX-listed companies.

Our mission:

We create transparency, reduce tax risks, ensure deadlines are met, and enable centralized tax data and process quality throughout the entire group. In doing so, we ensure that your tax department has access to all relevant information at all times.

Your benefits at a glance:

• Less time spent on routine issues, more focus on strategic tax planning
• Higher data quality through centralized processing and validation
• Lower risk through structured deadline and compliance tools
• Greater transparency for internal and external stakeholders
• Flexible integration into your existing processes and systems

How we work together:

1. Kick-off & goal definition: Joint definition of tasks and priorities
2. Connection & interfaces: Technical integration and role allocation
3. Ongoing services: Operational implementation & communication with your team
4. Reporting & control: Status reports, KPIs, optimization suggestions

Our services at a glance:

1. Tax data overviews

We create and maintain centralized, structured overviews of all tax-relevant financial figures—such as loss carryforwards (including expiration years), interest expenses/income, and interest carryforwards — for each company.

Your added value:

Maximum transparency, up-to-date data at all times, and a sound basis for decision-making for your tax planning and provisions.

2. Group-wide tax questionnaire

We develop and operate an annual, standardized tax questionnaire for the group-wide collection of all essential tax and financial information for each company. The content is specifically tailored to the information needs of Group Tax and/or CFO.:

Key areas covered (excerpt):

• Relevant company data: Company structure, business activities, permanent establishments, function/risk profile
• Loss carryforwards: Type, amount, and expiry dates (for tax and commercial law purposes)
• Interest expenses/income: Amount, counterparties, deductibility according to any tax interest deduction restrictions
• WHT issues: Withholding taxes on dividends, license or interest payments - including DTA application and refund
• Tax payments: income, sales and withholding taxes paid, splitting by jurisdiction
• Advisor structure: tax advisors used, scope and content of external advice
• Current tax risks: ongoing or potential tax audits, pending proceedings, uncertainties regarding tax positions
• Intercompany transactions: type, volume, special features of transfer pricing

Your added value:

• High-quality data basis for strategic and operational tax decisions
• Increased transparency regarding the tax risk profile of all group companies
• Uniform structure, high comparability, easy monitoring by HQ

3. Transfer pricing (TP) documentation

We provide operational support for the timely and standardized preparation of local transfer pricing documentation (in accordance with OECD guidelines – local file/master file) and ensure:

• Structured overviews of deadlines and responsibilities
• Efficient coordination with external tax advisors via our international network

Your added value:

Relief for internal resources, risk minimization through documentation security, clear control processes.

4. Central tax return overview

We implement and maintain a group-wide tax dashboard that clearly displays all deadlines, status messages, and responsibilities relating to tax returns—including automatic reminder systems.

Your added value:

Early deadline compliance, uniform tax monitoring, no more deadline pressure.

5. Filing system for tax-related documents

We set up a uniform, structured, and digital filing system that is specifically tailored to the requirements of HQ functions. All relevant documents for each company are clearly filed here—e.g., tax returns, annual financial statements, TP documentation, consulting contracts, audit reports, or local tax risk analyses.

Your added value:

• Immediate access to all tax-related documents – group-wide, up-to-date and audit-proof
• More efficient decision-making at group level thanks to centralised information availability
• Faster response times to inquiries from management, auditors, or tax advisors

6. Support with Pillar II preparations

We support operational preparations for the new requirements imposed by the OECD minimum tax (GloBE / Pillar II). Our focus is on:

• Collection and maintenance of basic data on global minimum taxation
• Creating service descriptions for HQ expenses
• Recording tax figures and assigning them to jurisdictions
• Supporting calculation logic and reporting

Your added value:

• Early structuring of the data required for GloBE compliance
• Transparent documentation of group-wide tax effects
• Relief for the tax department in a highly complex regulatory issue

7. Support with country-by-country reporting (CbCR)

We support your tax department in the structured preparation of all relevant information for CbCR reporting. This includes, in particular, the provision of:

• Structured and consistent data provision for timely CbCR submission
• Reduction of internal coordination efforts
• Minimization of sources of error through standardized processes

Cooperation with external tax advisors or software providers is seamless via our interfaces.

Your added value:

8. Tax Compliance Monitoring

We develop and operate monitoring tools to track deadlines, data quality, and tax KPIs—e.g., filing timeliness, audit findings, risk scores—and present them in clear dashboards.

Your added value:

Early detection of weaknesses, continuous compliance improvement, and optimized tax control

9. Tax health checks

We organize and coordinate regular tax risk analyses (“health checks”) for each group company – in collaboration with national and international external tax advisors. The aim is to identify potential tax risks at an early stage.

The following are audited, among other things:

• local tax positions and provisions
• existing and potential permanent establishment risks
• sales tax or withholding tax risks
• special features of loss carryforwards or tax exemptions

Your added value:

• Early detection of tax weaknesses and risks
• Better preparation for tax audits or potential transactions
• Clear risk reports for each company for Group Tax and/or CFO

10. Project management

We take on the operational project coordination for tax-related initiatives such as restructuring, mergers, clearing systems, transactions, or tax audits – in close coordination with your internal teams and external advisors.

Your added value:

Efficient implementation of complex projects, clear responsibilities, structured project process.

11. Stakeholder communication

We prepare tax-related content tailored to the target audience for management, supervisory bodies, and internal stakeholders – e.g. in the form of presentations, decision-making documents, or reports.

Your added value:

Professional communication at board level, preparation tailored to the target group, and a better basis for decision-making.