Thank you for your purchase. Your payment receipt and tax invoice come by email from Stripe (sold through Link). Your purchase includes two files: the Excel workbook and the User Guide (PDF). Download both below and keep them: this page is for customers only, please do not share the link.

Before you send the first data request

1. Read section 2 of the User Guide and record the five decisions in the Setup sheet: data source, exchange rates, employee basis, aggregated vs consolidated data, and permanent establishments. Year-two problems usually start with undocumented year-one choices.
2. Replace the example jurisdictions and the example exchange rate in Setup, and clear the three EXAMPLE rows in Entities (yellow cells only, never the grey formula columns).
3. Send the Data Dictionary and one copy of the Entity Return Form to each local finance team.

Licence

Resale and redistribution of the workbook and the User Guide are prohibited.

Support

Questions about the workbook, a broken file or a definition you think is wrong: contact.

Buyers of version 1.0 receive free of charge any error fixes and improvements we make to this version. This does not include updates for changes in OECD guidance, local legislation or any other circumstance.

0.5% of every purchase goes to permanent carbon removal through Stripe Climate. The workbook is a data-preparation aid, not tax, legal or accounting advice: definitions are summarised from the OECD texts, which prevail together with your local rules.