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Working in Transfer Pricing

Use Beam Machine Transfer Pricing to review engagements, document packs, tax years, filing deadlines, and status.

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Working in Transfer Pricing

This page shows you how to work in the Transfer Pricing module in Beam Machine.

Product: Beam Machine
Module: Transfer Pricing
Role: Tax Specialist, TP Analyst, Reviewer
Difficulty: Intermediate
Time: 9 minutes first read
Last Updated: 2026-03-10
Version: Current Beam Machine app build in this repo

Before You Start

  • You should know the active entity or client context.
  • You should know whether your task is engagement tracking or document-pack review.
  • Keep ../15-payroll-audit-controls-and-advisory.md open if you need the wider specialist-module view.

What is Transfer Pricing?

This module is the transfer-pricing workspace. On paper, this would be the client-year tracking sheet, filing calendar, and master/local file pack.

In Beam Machine, it lives under Transfer Pricing.

When do you use this?

Use this module when:

  • a transfer-pricing engagement is opened,
  • document packs must be reviewed,
  • filing deadlines must be tracked,
  • or the team needs to know whether work is draft, in review, filed, or amended.

Where do you find it?

Primary path: Finance -> Transfer Pricing
Confirmed routes:

  • /dashboard/transfer-pricing
  • /dashboard/transfer-pricing/engagements
  • /dashboard/transfer-pricing/documents

Important: the landing page references wider compliance ideas, but the confirmed live route set currently centers on engagements and documents.

How to work in Transfer Pricing

Review the module home

  1. Open Transfer Pricing.
  2. Review active engagements, total engagements, draft items, and filed items.
  3. Use the summary to decide whether you need the engagement list or document list.

Review engagements

  1. Open Transfer Pricing -> Engagements.
  2. Review client, tax year, filing deadline, and status.
  3. Confirm whether the engagement is Draft, In Review, Filed, or Amended.

Review document packs

  1. Open Transfer Pricing -> Documents.
  2. Review the client, tax year, filing deadline, and status.
  3. Use this page for master files, local files, and Country-by-Country Report pack visibility.

āœ… Checkpoint: You should now know whether the TP work is still being prepared, under review, or ready to treat as filed output.

Common Questions & Issues

"The page suggests broader compliance behavior than I can actually open"

Why this happens: The module landing page references wider Section 31 and compliance concepts than the currently confirmed route set fully exposes.

Fix: Use the confirmed routes above as current truth and treat broader ideas as future or adjacent scope unless the screen exists in your environment.

"Can I use a draft document pack for filing?"

Why this happens: The record is visible, but status discipline is still required.

Fix: Check the status before using the pack operationally.

What's Next

Related Pages

SA Compliance Reference

  • Follow your transfer-pricing methodology, review process, and filing policy for final TP output.

Still Stuck?

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