A mid-market company required assistance managing tax compliance for their internationally mobile employees across multiple countries. They had eight frequent business travelers to Vietnam, two expatriates in the Philippines, and seven business travelers needing treaty-based exemptions in Canada.
Dissatisfied with their tax provider’s lack of expertise, the company sought a new solution through the Mobile Workforce Collaborative (MWC). They engaged MWC participating firms Reyes Tacandong & Co. in the Philippines, DFDL in Vietnam, and GTN in the US (providing and coordinating US and Canadian tax services).
MWC participating firms provided integrated tax services tailored to the company’s needs:
Philippines:
- Prepared annual tax returns for 2 expatriates
- Handled monthly shadow payroll filings for 1 outbound expatriate
Vietnam:
- Reviewed compliance requirements for 8 frequent business travelers
- Established an annual tax return filing process for 2023
- Implemented a quarterly tax return process going forward
Canada:
- Prepared 7 treaty-based exemption tax returns for business travelers
- Advised on withholding waiver process to ensure compliance
Key challenges included mapping existing processes in the Philippines and creating new procedures for the non-resident frequent business travelers to Vietnam.
By coordinating services through MWC participating firms’ integrated approach, the company benefited from:
- Resolving previous non-compliance issues in Vietnam and Canada
- Streamlined processes customized for their mobile workforce needs
- Improved expertise from specialized MWC partner firms
- A single point of contact for global mobility tax services
The MWC coordination allowed the company to enhance their tax compliance, while providing a better experience for their 30 globally mobile employees annually.
Author: Global Tax Network US, LLC
