Getting Started – Bloomberg Tax - Overview

Bloomberg Tax integrates Tax Management™ Portfolios, Accounting for Income Tax Portfolios, primary and secondary resources, Practice Tools, and News to aid research on the most complex tax matters. Presented in a sophisticated yet easy-to-use interface, Bloomberg Tax gives you unlimited desktop and mobile access to all of these materials.

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Getting Started

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Training

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State Tax Library

Bloomberg Tax's State Tax Library provides in-depth analysis of major state tax issues by state as well as coverage of multi-state perspectives and insights on sales and use tax, corporate income tax and individual income tax. View the Quick Reference Card for general assistance on using the State Tax Library.

View specific information About the content included in the State Tax Library.

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International Tax Library

The Bloomberg Tax Library includes plain-English analysis, written by leading practitioners in the field, with everything necessary to research, plan and implement strategies to streamline compliance
while minimizing clients’ exposure to taxes.

Access the International Tax Library by clicking the International tab. For general information on using the Library, see the Bloomberg Tax International Tax Library Quick Reference Card. View specific information About the content included in the International Tax Library.

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About Tax Content

Each About file outlines the content included in each of the tabbed Practice Areas.

Federal Tax Content

FEDERAL
EXPERT ANALYSIS

Fast Answers
Fast Answers: Federal Tax is an easy-to-use question and answer format that covers a wide range of topics including Individual Tax, C Corporations, S Corporations, International Tax, Tax Exempt Organizations, and more. Fast Answers: Federal Tax provides quick answers and best-practice solutions to the most common and not-so-common tax topics.

Bloomberg Tax Portfolios
U.S. Income Portfolios
The U.S. Income portfolios cover the full spectrum of federal income tax planning and compliance issues for individuals and businesses, from alternative minimum tax to mergers and acquisitions to uniform capitalization rules, plus special planning areas such as divorce, bankruptcy, intellectual property, and financial instruments. Major subject areas include: Income Tax Accounting; C Corporations; Compensation Planning; Corporate Returns and Computation of Tax; Income, Deductions, Credits and Computation of Tax; Natural Resources; Other Pass-Through Entities; Procedure and Administration; Partnerships; and Real Estate. Written by practitioners for practitioners, Portfolios contain in-depth analysis, supported by extensive citations to authority and clarifying examples, plus a variety of practice aids or other supplemental materials (“Worksheets”). Worksheets are selected or created by the authors to facilitate the implementation of plans and strategies, enhance the researcher's understanding, and enable value-added client service. Types of Worksheets include: checklists; sample documents such as model agreements and plans, notices, and corporate resolutions; comprehensive examples; and diagrams illustrating complex transactions or organizational structures.

Estates, Gifts and Trusts Portfolios
The Estates, Gifts and Trusts portfolios bring you the insights of the nation's leading practitioners on planning for estate, gift, and generation-skipping taxes, business succession, estate administration, charitable giving, fiduciary income tax, and tax-exempt organizations. Major subject areas include: Charitable Contributions; Estate Planning/Business Planning; Estate Tax; Gifts; Income Tax; Exempt Organization/Private Foundations; Post-Mortem Planning; Trusts; and Valuation. Written by practitioners for practitioners, Portfolios contain in-depth analysis, supported by extensive citations to authority and clarifying examples, plus a variety of practice aids or other supplemental materials (“Worksheets”). Worksheets are selected or created by the authors to facilitate the implementation of plans and strategies, enhance the researcher's understanding, and enable value-added client service. Types of Worksheets include: checklists; sample documents such as wills and trusts; comprehensive examples; and diagrams illustrating complex transactions or organizational structures.

U.S. International Portfolios
Benefit from the experience of leading international tax authorities in handling tax issues of both individuals and entities, including U.S. companies doing business abroad and foreign enterprises with U.S. operations. Major subject areas covering U.S. international taxation include: Taxation of Foreign Persons' U.S. Income; Provisions Applicable to U.S. and Foreign Persons; Taxation of U.S. Persons' Foreign Income; and U.S. Income and Transfer Tax Treaties. Worksheets are selected or created by the authors to facilitate the implementation of plans and strategies, enhance the researcher's understanding, and enable value-added client service. Types of Worksheets include: checklists; sample documents such as model agreements and plans, notices, and corporate resolutions; comprehensive examples; and diagrams illustrating complex transactions or organizational structures.

Accounting for Income Taxes
Included portfolios are: FASB ASC 740, Fundamental Principles and Special Topics, Uncertain Tax Positions, Uncertain Tax Positions – Special Topics, Uncertain Tax Positions in Transfer Pricing, Managing Uncertain Tax Positions Under ASC 740 and ASC 450 – A Practical Guide.

Additional Analysis
Tax Practice Series
Concise explanations, with extensive citations to authority and clarifying examples, plus sample client letters and election statements, for the federal tax generalist. Topical coverage includes: Gross Income; Deductions; Credits, Computations and AMT; Tax Accounting; Tax Practice and Procedure; Partnerships; S Corporations; C Corporations; Compensation Planning; Estates and Trusts - Income, Estate and Gift Taxation; Exempt Organizations and Private Foundations; and Foreign Taxation.

Practitioner Commentary
Subject-specific insights and commentary by practitioners, including the following topics: Corporate Income Tax; Estates, Gifts and Trusts; Individual Income Tax; Practice and Procedure; Real Estate; and Financial Services.

Federal Excise Tax Navigator
The Federal Excise Tax Navigator provides detailed information about Federal excise tax laws, including Definitions, Tax Rates, Due Dates, Penalties, and much more. Analysis includes references to each source of information and links to related Portfolios on the topic for in-depth analysis.

Health Care Reform Adviser
The Health Care Reform Adviser provides expert analysis on various tax issues impacting companies, employees, and individuals due to the Patient Protection and Affordable Care Act. This comprehensive guide is supported by links to relevant primary source information, including ERISA and Labor & Employment laws, regulations, and proposed regulations. Topics covered include health insurance market reform, tax credits for small businesses, retiree health plans, taxation of employee-sponsored health benefits, the Small Business Health Options Program, state-by-state law summaries on health rules, and more. Practice Tools and State Law Summaries are included.

IRS Practice Adviser (Analysis)
A comprehensive guide to everything you need to know when you represent a client before the IRS. This practical service covers IRS procedure from the first stages of an examination through the appeals process and tax collection.

Taxation of Exchange-Traded Options
The Taxation of Exchange-Traded Options provides expert analysis on the rules governing the tax treatment of Exchange-Traded Options. It is intended to assist traders in maximizing their after-tax trading profits. This comprehensive guide is supported by links to relevant primary source information, including tax Code, treasury regulations, proposed regulations, IRS publications, and more. Topics covered include tax advantages and disadvantages associated with trading Exchange-Traded Options, anti-tax abuse provisions, “Equity Options" and “Nonequity Options”, the Constructive Sale Rule, the Wash Sale Rule, the Tax Straddle Rule, and more.

Books and Treatises
Getting the Deal Through
Provides concise country specific explanations to important legal and regulatory matters for International transactions. Titles include Tax Controversy and Tax on Inbound Investment.

Section 409A Handbook
Provides the comprehensive guidance necessary to interpret the rules of Section 409A and pertinent advice on its many unresolved issues. Numerous examples, tables, forms, and flowcharts help guide analysis and ensure compliance.

Florida & Federal Asset Protection Law

Family Wealth Transition Planning (Wiley Press)
Road map for advisers to families with small businesses.
Federal Income Taxation of Insurance Companies

Federal Income Taxation of Insurance Companies

Taxation of the Entertainment Industry

Drafting LLC and Partnership Operation Agreements (James Publishers)
Limited Liability Company (James Publishers)

PRACTICE TOOLS
Practice Guides & Checklists
Practice Guides and Checklists are topically arranged and include reporting requirements, downloadable Excel checklists, links to Portfolio and Tax Practice analysis, and expanded BNA Picks featuring Practice Tools for each tax topic.

Tax Prep Guides
Tax Prep Guides are comprehensive how-to guides designed to help practitioners prepare Forms 1040, 1120, 1065, 1041, 940, and more. The Guides help answer the most common and not-so-common income tax questions, with easy-to-understand explanations and examples. The Guides include checklists which are designed to help collect and report the information needed to prepare the related Form. Coverage includes Form 1040 Federal Tax Tables, 1040 Line Instructions, Itemized Deductions, Business Deductions, Worksheets, and much more.

Federal Tax Guide
The Bloomberg Tax Federal Tax Guide is a vital resource for practitioners advising businesses and individuals on federal taxation and will be a vital resource in preparation of income tax returns for the current year as well as tax planning for next year. The Guide covers taxation of individuals, corporations, estates and trusts, and pass-through entities. Plus, a special Choice of Entity section provides businesses with options available to help determine which form of business entity is the most appropriate for a new or restructured.

Tax Calculators
The calculators will allow practitioners to quickly provide estimated values for a number of tax related scenarios. The use of charts and graphs helps to illustrate the outcome based on the values that have been entered. Tax specific calculators include 1040 Tax, 1040 EZ, Earned Income Credit, Payroll Deductions and more. Retirement Savings & Planning, Insurance, and Investment related calculators are also available.

Forms
Federal Tax Forms (PDF) and (Interactive)
Hundreds of federal forms required for federal tax practice. State forms include forms for each of the 50 states, the District of Columbia and selected territories.

Sample Documents and Illustrations
Client Letters
Contains hundreds of client explanatory + and client development letters that can be customized and used for client communications. Client Development Letters are designed specifically to generate additional revenue. Client Explanatory Letters are sample letters that can be used to answer client questions and cover tax issues in more detail.

Elections and Compliance Statements
Sample election statements for selected elections, organized by entity type and code section.

Transactional Diagrams
Visual representation of complex concepts in taxation.

Portfolio Working Papers
Sample plans and documents to assist practitioners and clients.

Quick Reference
Federal Tax Calendar
PDF of Federal Tax dates incorporated into the Bloomberg Tax calendar.

Quick Tax Reference
The Quick Tax Reference tool provides useful information at your fingertips. You can easily access Standard Mileage Rates, Corporate Tax Rate Schedule, Individual Tax Rate Schedules, Standard Deductions/Personal Exemptions, and much more. This tool allows you to change your year of reference quickly and calculates taxable income for different filing statuses.

Tables, Charts & Lists
Topical arrangement of tables, charts and lists relevant to tax practice.

Special Reports
Compiled reports including news, Multimedia, Special Reports, Key Documents and Latest Developments of trending topics.

Statutes & Regulations
Internal Revenue Code -
Full text of the current Internal Revenue Code (Title 26 of the U.S. Code), plus links to background notes, related regulations, and related analysis. Archives include full text of the Internal Revenue Code (Title 26 of the U.S. Code) as of December 31st each year, dating back to1913, plus links to background notes. Topical index is available.

Treasury Regulations
Full text of Title 26 of the Code of the Federal Regulations, plus links to Treasury Decision preambles, the Internal Revenue Code, and related analysis.

Proposed Treasury Regulations
Proposed Regulations for Title 26 of the Code of Federal Regulations.

Treasury Decision Preambles
Government-written summaries accompanying temporary or final Treasury Regulations. Arranged by Treasury Decision number.

Tax Legislation
Selected full text of legislation with committee reports and editorial explanations of new provisions.

Circular 230
Rules of practice before the Internal Revenue Service. These regulations (31 CFR 10) govern attorneys, CPAs, Enrolled Agents, Enrolled Actuaries and other persons representing taxpayers before the Internal Revenue Service.

U.S. Tax Treaties
Full text of U.S. bilateral tax treaties and related documents, including income tax treaties, gift and estate tax treaties, shipping/aircraft agreements, exchange of tax information agreements, and Social Security totalization agreements.

IRS AGENCY DOCUMENTS

Revenue Rulings - 1954 to date Revenue Procedures - 1954 to date
Notices – 1986 to date
Announcements – 1970 to date
Private Letter Rulings (PLRs) – 1980 to date
Technical Advice Memoranda (TAMs) – 1980 to date
Internal Revenue Manual - Manual written to assist taxpayers with an understanding of their tax responsibilities.
Information Letters – 2000 to date
Chief Counsel Advice – 1999 to 2016
Publications – 1982 to date
Actions on Decisions (AODs) – 1997 to date
Chief Counsel Notices – 1998 to date
Coordinated Issue & Industry Specialization Papers – 2000 through 2011 Fact Sheets – 1997 to date
Field Attorney Advice – 2003 to date
Field Service Advice Memoranda – 1992 through 2003
General Counsel Memoranda – 1975 through 2007
LB&I Industry Director Guidance – 2001 through 2015
MSSP Audit Guides – 1993 to date
Notices & Awareness

News Releases – 2000 to date
Program Manager Technical Advice – 2007 to date
Service Center Advice – 1997 through 2006

CASES & COURT RULES
Federal Cases
Full text of tax cases (1913 to present) from the U.S. Supreme Court, Courts of Appeals, Tax Court, the Court of Federal Claims (and its predecessors, the Claims Court and the Court of Claims), District Courts, and Bankruptcy Courts.

U.S. Tax Court Rules
Full text of the rules governing practice before the United States Tax Court.

Court of Federal Claims Rules
Full text of the rules governing practice before the United States Court of Federal Claims.

NEWS & JOURNALS
Daily Tax Report
This objective, comprehensive source of detailed reports on key legislative, regulatory, and legal tax developments — nationwide and international — helps you thoroughly monitor the full spectrum of issues in taxation, pensions, budget, and accounting on a daily basis. You can link to the full text of related documents, including legislation, regulations, IRS rulings, court cases, and comment letters. Periodic status reports such as Hill Watch, a table showing the status of tax-related bills pending in Congress, help you track key developments. Plus, analysis and commentary by outside authors provide additional insights and perspective.

Weekly Report
Weekly Report is the best weekly source for concise reports on legislative, regulatory, judicial, and policy developments from the Treasury Department, Internal Revenue Service, the courts, and Congress. The Report also provides articles on new and emerging areas of taxation.

IRS Practice Adviser
A comprehensive guide to everything you need to know when you represent a client before the IRS. This practical service covers IRS procedure from the first stages of an examination through the appeals process and tax collection.

Tax Management Memorandum
The Memorandum provides a uniquely authoritative outlook, including the biweekly commentary of Tax Management's Advisory Boards, on new issues, developments, trends and strategies. The Memorandum also contains news and issues in business tax planning.

Compensation Planning Journal
A monthly journal that keeps you abreast of such wide-ranging compensation planning issues as qualified plan compliance, employment taxes, health care and other employee benefits, and non-qualified deferred compensation plans, including the impact of section 409A. It includes in-depth articles,practitioners' comments, reviews of benefit plans, and synopses of new developments.

Estates, Gifts and Trusts Journal
This bimonthly review gives you an ongoing perspective on today's many estate planning topics, such as marital deduction planning, estate and trust administration, charitable gifts, and valuation. It features articles by leading practitioners, updates on trends and techniques, and a digest of new developments.

Financial Planning Journal
This journal provides a monthly review of issues that affect how you advise your clients. It includes coverage of domestic and global economic trends, income tax planning, Social Security and Medicare, investment planning, retirement planning, and insurance planning.

Real Estate Journal
This monthly journal offers the latest insights in the crucial areas of real estate tax planning, including passive loss rules, tax-free exchanges, workouts, REMICS and REITs. It includes analytical articles, practitioners' comments, and analysis of recent developments.

Tax Management International Journal
This monthly resource on tax developments affecting international corporate and individual transactions includes a monthly report on the status of all U.S. tax treaties and a cross-border view of tax issues between the U.S. and Canada.

Insights & Commentary (Federal)
Commentary by leading tax authorities on a variety of current and emerging tax issues.

Special Reports
Compiled reports including news, Multimedia, Special Reports, Key Documents and Latest Developments of trending topics.

State Tax Content

EXPERT ANALYSIS

State-By-State
Corporate Income Tax Navigator
Provides users with information written by leading experts on each individual state's corporate income tax law. The information is organized by state and covers topics related to jurisdiction to tax or nexus, group taxation, entities subject to tax, and other areas. Analysis includes linked references to applicable statutes, regulations, cases, and department guidance.

Credits and Incentives Tax Navigator
The Credits and Incentives Tax Navigator offers a comprehensive explanation of tax credits in every state.

Estates, Gifts and Trusts Navigator
Organized by state and provides detailed information about each state's estates, gifts, and trusts tax law, including computation of tax, treatment of nonresidents, forms and other administrative requirements, and much more. Analysis includes references to each source of information and links to related Portfolios on the topic for more in-depth analysis.

Excise Tax Navigator
Organized by state and provides detailed information about federal and state excise tax laws, including definitions, tax rates, due dates, penalties, and much more. Analysis includes references to each source of information and links to related Portfolios on the topic for more in-depth analysis.

Individual Income Tax Navigator
Provides users with information written by leading experts on each state's individual income tax law. The information is organized by state and covers topics related to taxable persons, computation of taxable income, tax treatment of residents and nonresidents, and other areas. Analysis includes linked references to applicable statutes, regulations, cases, and department guidance.

Pass-Through Entities
For guidance on formation, conformity to federal tax classifications, taxes imposed, withholding, or composite returns, chart short or full answer comparisons for all topics and all states. Obtain compiled information from multiple sources to properly avoid liability, ensure compliance, and take advantage of tax benefits.

Property Tax Navigator
Organized by state and provides detailed information about each state's property tax system, including tax rates, classifications, valuation and assessments, exemptions, procedures, and much more. Analysis includes references to each source of information, including statutes, regulations, cases, rulings, and administrative materials.

Sales & Use Tax Navigator
Written by leading experts, is organized by state and provides detailed information about each state's sales and use tax law, including tax rate, taxable base, taxation of service, bundled transactions, filing requirements, taxation of leases and much more. Analysis includes references to each source of information and links to related Portfolios on the topic for more in-depth analysis.

Unclaimed Property
Includes individual state dormancy periods and unclaimed property administrative requirements.

Multistate

State Tax Portfolios
Expert Analysis of state corporate income and franchise taxes, sales and use taxes, property taxes, miscellaneous taxes (including gross receipts taxes, telecommunications taxes and others). Topics covered include limitations on states' authority to tax, definition of a unitary business, business and non-business income, apportionment, credits and incentives, drop shipments, taxation of electronic commerce, pass-through entities, administrative procedures, etc.

Sales & Use Tax Portfolios
The Bloomberg Tax Sales & Use Tax Portfolios, written by prominent practitioners, offer detailed analysis of important sales & use tax issues, such as streamlined sales tax, drop shipment transactions, taxation of services, mergers & acquisitions, taxation of electronic commerce, and more. The Portfolios enable tax professionals to tap into the collective commentary, wisdom, and knowledge of the subject area experts and make more informed decisions. The Portfolios offer plain-English analysis that is fully-cited (and linked) to underlying authority, practical examples, and planning points that allow practitioners to benefit from the authors' vast experience.

PRACTICE TOOLS

Tax Forms

State Tax Forms (PDF and Interactive)
State forms include forms for each of the 50 states, the District of Columbia and selected territories. The forms can be downloaded and filled in online or printed.

Sales & Use Tax Forms (Interactive)
Provides access to nearly 3,400 of the most current, government-approved forms covering Sales & Use, that can be easily downloaded and filled-in. Built-in calculations and links to official instructions are included in software.

Sample Documents and Illustrations
Client Letters
The State Tax Client Letters are a collection of client explanatory letters that can be customized and used for client communications to answer client questions and cover tax issues in more detail.

State Tax Diagrams
Visual representations of complicated state tax concepts.

Additional Tools
Sales & Use Tax Rate Finder
The Bloomberg Tax Sales & Use Tax Rate Finder tool helps users stay current on sales and use tax rate information for every state, county, city, zip code, zip plus 4, and street address. Plus, the tool includes sales tax and GST rates for Puerto Rico and Canada. This powerful, customizable tool offers the ability to look-up the rates you need when you want them. An exporter and automatic email feature is also available.

State Tax Nexus Tools
These tools are designed to help you evaluate your client's state corporate income tax nexus, sales and use tax nexus, or trust nexus exposure. Your answers to a series of questions on specific activities are compared to official state responses taken from Bloomberg Tax's annual State Tax Department Survey. A final “client-ready” report can be generated at the end of the process. Also, a chart builder feature allows you to create charts that include your select states, areas of interest and each state's response to the nexus-creating questions.

CHART BUILDERS

Corporate Income Tax Chart Builder
Enables users to specify criteria and create a custom chart that can be edited, saved and exported to Excel. Tax Rates, Apportionment, Filing Requirements, and Penalties are just a few of the areas that can be included in the chart. Users can filter by topic and by jurisdiction. The generated charts can also be sorted by topic or jurisdiction.

Credits and Incentives Tax Chart Builder
Enables users to quickly access information on specific states treatment of tax credits

Estates, Gifts and Trusts Chart Builder
Enables users to specify criteria and create a custom chart that can be edited, saved and exported to Excel. Computation of tax, treatment of nonresidents, forms and other administrative requirements are just a few topics that can be selected when creating a chart. Users can sort the chart by Topic or Jurisdiction.

Excise Tax Chart Builder

Enables users to specify criteria and create a custom chart that can be edited, saved and exported to Excel. Definitions, taxable person, tax rates, due dates, and penalties are just a few topics that can be selected when creating a chart. Users can sort the chart by Topic or Jurisdiction.

Individual Income Tax Chart Builder
Allows users to specify criteria and create a chart on the fly. Taxable Income, Deductions, Tax Rates, and Penalties are areas of interest that can be selected when creating a chart. Users can filter by topic and jurisdiction. Once a chart is generated, users can sort by Topic or Jurisdiction.

I.R.C. Conformity Chart Builder

Enables users to easily identify how each state conforms to more than 300 sections of the Internal Revenue Code. The generated charts can be sorted by code section or jurisdiction.

Pass-Through Entities

Information for states including: general partnerships, limited liability partnerships, publicly traded partnerships, LLCs, SMLLCs, S corporations, QSubs, etc.

Property Tax Chart Builder
Enables users to specify criteria and create a custom chart that can be edited, saved, and exported to Excel. Tax rates, equalization, exemptions and credits, tax liens, and appeals procedures are just a few topics that can be selected when creating a chart. Users can sort the chart by Topic or Jurisdiction.

Sales & Use Tax Chart Builder
Allows users to specify criteria and create a chart on the fly. Tax Rates, Tax Base, Tax on Services, and Exemptions are just a few of the areas that can be included in the chart. Users can filter by topic and by jurisdiction. The generated charts can be sorted by Topic or Jurisdiction.

Unclaimed Property
Build state comparison charts to include dormancy periods and unclaimed property administrative requirements.

50 State Overview Chart Builder
The 50 State Overview Chart Builder enables Individual State Tax Suite subscribers to review analysis for all 50 states for several key topics in the areas of Corporate income, Individual income, Sales and Use tax and more. Users can filter each chart by topic and by jurisdiction.

PRIMARY SOURCES

Laws, Regulations & Agency Documents
State Tax Statutes
Statutes for all 50 states and American Samoa, District of Columbia, Guam, Northern Mariana Islands, Puerto Rico and the Virgin Islands. Includes Archived versions back to 2006 are available.

Regulations
Regulations for all 50 states and the District of Columbia. Includes Archived versions. Includes Archived versions back to 2006 are available.

State Constitutions
This collection includes full text of the 50 state constitutions, as well as the proposed constitution should the District of Columbia become a state. This collection addresses provisions that relate to income tax, property tax, real estate tax, and more.

Agency Documents
Agency documents for each state

Streamlined Sales Tax
Taxability Matrices for each state.

Court Materials
State Tax Cases
Full text of the state tax cases (1914 to present) handed down from all state courts and the District of Columbia Court of Appeals.

NEWS & COMMENTARY

Daily Tax Report – State
This objective, comprehensive source of detailed reports on key legislative, regulatory, and legal tax developments for the US States helps you thoroughly monitor the full spectrum of issues in taxation, pensions, budget, and accounting daily. Link to the full text of related documents, including legislation, regulations, IRS rulings, court cases, and comment letters. Plus, analysis and commentary by outside authors provide additional insights and perspective.

State Tax Developments Tracker
The State Tax Developments Tracker is an interactive tool that tracks and summarizes daily state tax developments, and covers a full range of tax topics, including Allocation and Apportionment of Income, I.R.C. Conformity, Credits and Incentives, Exemptions, and many more. The Tracker allows users to selectively filter on jurisdiction, topic, type of tax, and date range to easily track developments that are of most interest to them. The Tracker also offers a customized email feature that allows users to customize email notifications by preferred topic, jurisdiction, and/or type of tax.

State Tax Department Survey
PDF version of the current year’s annual survey.

State Tax Special Reports
Includes Special Reports and the current and archived State Tax Department Surveys.

State Tax Trust Nexus Survey PDF version of the current year’s survey

Sales & Use Tax Monitor
The Sales & Use Tax Monitor provides Bloomberg Tax news on topics that would be of interest to practitioners tracking sales and use taxes. Ability to sign-up for email delivery through email highlights signup.

International Tax Content

EXPERT ANALYSIS

Tax Management Portfolios™
Foreign Income Portfolios
Country Portfolios
Provide clear and structured insight into the tax and business regulatory systems of some 40 countries, as well as an overview of the European Union. Each Portfolio is written by an in-country expert with wide international experience and places particular emphasis on those aspects that will be of importance to foreign investors and their advisers. Countries covered include: Argentina, Australia, Austria, Belgium, Brazil, Canada, Chile, Colombia, People's Republic of China, Republic of China (Taiwan), Denmark, European Union, Finland, France, Germany, Hong Kong, Ireland, India, Israel, Italy, Japan, Korea, Luxembourg, Mexico, The Netherlands, New Zealand, Philippines, Poland, Puerto Rico, Russia, South Africa, Singapore, Spain, Sweden, Switzerland, United Kingdom, Venezuela, Vietnam, United States.

Transfer Pricing Portfolios
Written by leading practitioners in this highly complex and constantly evolving practice area, the Transfer Pricing Portfolios provide detailed analysis that can help you better manage intercompany prices to avoid penalties as they exchange goods or services between related companies located in different countries. Includes analysis of the U.S. transfer pricing rules, as well as those of the OECD and 16 other U.S. trading partners.

Additional Analysis
Country Guides
Global Tax Guide provides tax profiles of over 100 key jurisdictions, written by local experts, with regular updates to tax rate information and easy-reference tables of key international tax rates. Each country profile provides coverage of: Corporate taxes (including Capital Gains taxes, position of losses, group treatment); Withholding taxes (including position of resident companies, position of non-resident companies, dividends, interest & royalties); Indirect taxes (including VAT/GST: main and reduced rates, exemptions, other indirect taxes); Personal taxes (including domicile and residency requirements, main rates and bands); Transfer pricing and anti-avoidance rules (Including transfer pricing rules such as documentation requirements, APAs, anti-avoidance provisions, thin capitalization rules, Controlled Foreign Company (CFC) rules); Miscellaneous taxes (including taxes on payroll, taxes on capital); Tax treaties, including tax treaty withholding tax rates.

VAT Navigator
The VAT Navigator is a country-by-country guide with comprehensive coverage of GST and VAT laws for 114 jurisdictions. Coving over 75 topics, the VAT Navigator is designed to help you manage certain elements of compliance and quickly access rates and thresholds.

Treaty Primer
Treaty Primer is designed to help tax practitioners understand the basics of international income tax treaties and how to apply them to a tax problem.

Getting the Deal Through: Tax on Inbound Investment
Getting the Deal Through: Tax Controversy
Treatises written by international expert analysts in key areas of law, practice and regulation for corporate counsel, cross-border legal practitioners, and company directors and officers.

PRACTICE TOOLS
Chart Builders
Country Guides Chart Builder
Global Tax Chart Builder allows users to specify criteria and review topical and Country (more than 100 countries available) related information in the form of a chart. Corporate Tax Rates, Transfer Pricing Rules, Recent Tax Developments, and Capital Gains Taxes for Corporations are just a few of the areas that can be included in the chart. Users can filter by topic and by jurisdiction. The generated charts can also be sorted by topic or jurisdiction.

VAT Chart Builder
The VAT Chart Builder allows users to specify criteria and review topical and country related overviews of VAT or GST laws such as exemptions, filing deadlines, , invoicing requirements, and many more

Withholding Tax Chart Builder
Customizable chart of Source and Investor countries, including Capital Gains, Dividends, Interest, Royalties, and Services for Treaty Rates. Statutory Rate selections include: Capital Gains, Dividends, Interest, Royalties, and Services Income.

Treaties
Treaty Comparison Tool
Easily compare treaty articles across mulitple treaty parties for over 3,000 income tax documents spanning 35 topics.

Forms
International Tax Forms
The International Tax Forms is a PDF library of key tax forms translated into English.

International Tax Treaties
The International Tax Treaties collection contains all the income tax treaties and estate and gift tax treaties signed by the following major countries: Argentina, Australia, Austria, Belgium, Brazil, Canada, Colombia, Chile, China, Denmark, Finland, France, Germany, Hong Kong, Ireland, India, Israel, Italy, Japan, Korea, Luxembourg, Mexico, The Netherlands, Netherlands Antilles, New Zealand, Philippines, Poland, Russia, South Africa, Singapore, Spain, Sweden, Switzerland, Taiwan, Thailand; United Kingdom, Venezuela, and Vietnam.

The Model Treaties collection contains the latest and original OECD, UN and U.S. Model Treaty Conventions and Commentaries, including the OECD Model Tax Convention on Income and Capital July 2008; the United Nations Income and Capital Model Convention 2001; and the USA Model Income Tax Convention 2006.

Model Treaties (Full text)
The International Tax Treaties collection contains all the income tax treaties and estate and gift tax treaties signed by the following major countries: Argentina, Australia, Austria, Belgium, Brazil, Canada, Colombia, Chile, China, Denmark, Finland, France, Germany, Hong Kong, Ireland, India, Israel, Italy, Japan, Korea, Luxembourg, Mexico, The Netherlands, Netherlands Antilles, New Zealand, Philippines, Poland, Russia, South Africa, Singapore, Spain, Sweden, Switzerland, Taiwan, Thailand; United Kingdom, Venezuela, and Vietnam.

Multilateral Instrument (MLI) Tool
The MLI Tool monitors each signatory country’s reported choices of positions in adopting the Multilateral Convention to Implement Tax Treaty Related Measures to Prevent Base Erosion and Profit Shifting (the MLI), including any reservations it makes to provisions of the treaty, and which of its bilateral treaties it reports will be affected by its positions. Through this, subscribers will be able to follow the changes that the MLI will make to each of the country’s in-force income tax treaties.

TRANSFER PRICING
Transfer Pricing Portfolios
Written by leading practitioners in this highly complex and constantly evolving practice area, the Transfer Pricing Portfolios provide detailed analysis that can help you better manage intercompany prices to avoid penalties as they exchange goods or services between related companies located in different countries. Includes analysis of the U.S. transfer pricing rules, as well as those of the OECD and 16 other U.S. trading partners.

Transfer Pricing Report
This practical service provides news and analysis on U.S. and other governments' tax policies regarding intercompany transfer pricing and helps companies structure their operations to avoid double taxation. It provides analytical news and feature articles to keep you up-to-date on the most recent transfer pricing developments in U.S. courts, at the IRS, in Congress, and around the world. Each issue includes the insights of leading practitioners and detailed information on issues of practical interest such as the latest on advance pricing agreements around the world.

Transfer Pricing Forum
The Transfer Pricing Forum is a new interactive bi-monthly online service bringing detailed practical guidance on technical Transfer Pricing issues. In the form of a practical and topical question, current Transfer Pricing topics are analyzed and discussed in detail by individual experts in over 20 countries. The Transfer Pricing Forum provides an instant comparison of different approaches to the same problem across jurisdictions. Countries covered include: Argentina, Austria, Australia, Belgium, Brazil, Canada, China, Denmark, France, Germany, Hong Kong, India, Italy, Ireland, Japan, Mexico, New Zealand, The Netherlands, Poland, Russia, Spain, Switzerland, United Kingdom, and the United States.

Agency Documents
OECD Transfer Pricing Guidelines - 2010 to date.

NEWS & JOURNALS
International Tax Developments Tracker
The International Tax Developments Tracker is an interactive tool that tracks and summarizes daily international tax developments across 114 countries. This tool covers a full range of international tax topics, including credits and incentives, deductions, exemptions, imposition of tax, tax rates, transfer pricing, and much more.

Daily Tax Report: International
Single resource for keeping up to date on the latest tax developments from across the globe; combines news and updates on statutes, regulations, court decisions, treaties, and policy developments from the leading Bloomberg Tax international tax publications.

Tax Management International Journal
Coverage of tax developments affecting international corporate and individual transactions. Archives back to June, 1999.

Tax Management International Forum
One of the leading sources in its field, Tax Management International Forum offers quality, in-depth, practical analysis and focused news reports to help make your cross-border tax planning more effective.

BEPS Tracker
This tracking tool enables you to easily track country-by-country developments in response to the OECD's Base Erosion and Profit Shifting (BEPS) action plan. You can customize and sort your results by clicking on the column headers or click “Export to Excel” to view your results in a spreadsheet.

Payroll Content

U.S. DOMESTIC

Fast Answers: Payroll
Fast Answers: Payroll section consists of concise answers to more than 200 questions faced every day by payroll professionals.

EXPERT ANALYSIS

Fast Answers: Payroll
Fast Answers: Payroll section consists of concise answers to more than 200 questions faced every day by payroll professionals.

Payroll Administration Guide
The Payroll Administration Guide helps to decipher the complexities of administering a payroll by providing plain English, accurate explanations of requirements through the use of examples, checklists, comparison charts, practitioners tips, and key payroll tables. This main reference resource provides clearly explained federal and 50-state coverage of all aspects of payroll administration and procedures, such as computation of taxes, withholding of taxes and other payments, payments to employees, depositing of withheld funds, electronic funds transfers, and reporting transactions to the IRS and employees. Changes in requirements from the IRS, the Department of Labor, and the numerous state jurisdictions are monitored and updated regularly in this collection.

The Payroll Administration Guide is divided into 17 major subject areas. Specific topics are covered in separate chapters.

State-By-State
State Law Summaries
Summaries for all 50 states and the District of Columbia are included and could include: Deductions From Wages, Income Tax Withholding, Payment on Termination, and Unemployment Insurance.

PRACTICE TOOLS
Forms (Interactive)
Interactive Forms include more than 1,000 federal, state, and local interactive forms required for filing with various federal, state, and local agencies. Includes Puerto Rico and District of Columbia.

Chart Builders
State Payroll
Build a chart comparing Compensation, Hiring, Leave, Payroll and Termination.

IRC Conformity
Build a chart comparing IRC Conformity including Estate Investment Trusts, Without the United States, Shareholders, and Below Market Interest Rates.

Additional Tools
State Report Builder
Build a chart comparing Administration/Enforcement, Certification Requirements, Coverage, Mandatory Poster, Notification Requirements, Penalties/Remedies, Recordkeeping Requirements, Recording Requirements, and Retaliation Prohibition.

Payroll Tables and Charts
This finding aid provides not only access to the various federal withholding methods and tables, but also lists specially-created charts on federal coverage of employment tax, wage and hour, and international treaties.

NEWS & COMMENTARY
Roadmap to Key Payroll Provisions in House & Senate Tax Reform Plans
Content changes as the Tax Reform bill's discussed in the House and Senate.

Bloomberg Tax Payroll Year-End Clearinghouse
Itemization of year-end payroll duties.

SOURCE MATERIALS
Internal Revenue Code - Current
Full text of the current Internal Revenue Code (Title 26 of the U.S. Code), plus links to background notes, related regulations, and related analysis. Archives include full text versions of the Internal Revenue Code (Title 26 of the U.S. Code) as of December 31st each year, dating back to 1913, include links to background notes and Topical Indexes.

Treasury Regulations
Full text of Title 26 of the Code of the Federal Regulations, plus links to Treasury Decision preambles, the Internal Revenue Code, and related analysis. Includes Topical Indexes.

Proposed Treasury Regulations
Proposed Regulations for Title 26 of the Code of Federal Regulations.

Treasury Decision Preambles
Government-written summaries accompanying temporary or final Treasury Regulations. Arranged by Treasury Decision number.

Tax Legislation
Selected full text of legislation with committee reports and editorial explanations of new provisions.

Payroll IRS Agency Documents
IRS Circular E - Employers Tax Guide
Full text of the Employers Tax Guide.

IRS Publication 15-A
Full text of the Employers Supplemental Tax Guide.

IRS Publication 15-B
Full text of the Employers Tax Guide to Fringe Benefits.

All IRS Agency Documents
Revenue Rulings - 1954 to date
Revenue Procedures - 1954 to date
Notices – 1986 to date
Announcements – 1970 to date
Private Letter Rulings (PLRs) – 1980 to date
Technical Advice Memoranda (TAMs) – 1980 to date
Internal Revenue Manual
Manual written to assist taxpayers with an understanding of their tax responsibilities.
Information Letters – 2000 to date
Chief Counsel Advice – 1999 to 2016
Publications – 1982 to date
Actions on Decisions (AODs) – 1997 to date
Chief Counsel Notices – 1998 to date
Coordinated Issue & Industry Specialization Papers – 2000 through 2011 Fact Sheets – 1997 to date
Field Attorney Advice – 2003 to dateField Service Advice Memoranda – 1992 through 2003
General Counsel Memoranda – 1975 through 2007
LB&I Industry Director Guidance – 2001 through 2015
MSSP Audit Guides – 1993 to date

Notices & Awareness

News Releases – 2000 to date
Program manager Technical Advice – 2007 to date
Service Center Advice – 1997 through 2006

CASES & COURT RULES
Court Opinions
All Federal Tax Court Opinions
U.S. Supreme Court Tax Opinions
U.S. Tax Court Opinions
Decisions of the Courts; can be filtered by Court, Topic, Judge and Date

Court Rules
Tax Court Rules - Full text of the rules governing practice before the United States Tax Court.
Court of Federal Claims Rules - Full text of the rules governing practice before the United States Court of Federal Claims.

Daily Tax Report and News Content

Daily Tax Report and News

Compilation of news including Federal, State, International, and Leading Firm Commentaries, with Insights, and links to Bloomberg Tax News sources. _Daily Tax Repor_t issues are archived and available back to 1994.