INTM467100 - Establishing the arm's length price: gathering your own evidence

Searching for comparables: internal comparables

The best source of comparables will be within the group itself. A large group will have contracts and trading relationships with many customers, suppliers, contractors, etc. Compare the prices, terms and conditions of transactions with affiliates with the prices, terms and conditions of transactions with independents.

A search for internal comparables is sometimes overlooked by groups when they are considering their transfer pricing policy and compiling documentation to demonstrate that the pricing is at arm’s length. If the transfer pricing documentation makes no mention of internal comparables, you should establish what work has actually been done to find out if there are any. While you will want to avoid a 'back to the drawing board' approach, this might be necessary when this potential source of comparables has not been considered. Often your alternative will be to look at external comparables. You need to ensure that the best available comparables are being considered.

Where a group has considered internal comparables, you will need to examine carefully why transactions have been discarded as not being similar enough, or whether the work carried out has been thorough enough. With a potentially huge number of comparable transactions, a search can be a daunting task. In such cases try and agree what exactly the significant transactions are; if necessary can they be broken down? This will hopefully make it easier to narrow the search. You may find that some transactions have been discarded because they are not identical. Remember adjustments can be made in some cases. Even with adjustments, internal comparables are likely to provide better evidence than the net margins of other third party companies.

Internal comparables can also give useful information about the terms of transactions and likely rewards. You may find examples of transactions with third parties which feature

  • contracts for distributors or commission agents which are based on turnover generated;
  • contracts for manufacturing which contain incentives for quality and production times;
  • and contracts for R & D which give the other party rights to royalty payments in the event that their work ultimately results in new products.

The facts might lead you to conclude that similar transactions with affiliates should be on the same terms.