Temenos RfP Global Mobility services fees and scope 03052019 .pdf



Nom original: Temenos - RfP Global Mobility services - fees and scope-03052019.pdf
Auteur: Yashwanth Sagar

Ce document au format PDF 1.5 a été généré par Acrobat PDFMaker 11 for Excel / Adobe PDF Library 11.0, et a été envoyé sur fichier-pdf.fr le 03/05/2019 à 15:06, depuis l'adresse IP 80.255.x.x. La présente page de téléchargement du fichier a été vue 68 fois.
Taille du document: 173 Ko (4 pages).
Confidentialité: fichier public




Télécharger le fichier (PDF)










Aperçu du document


Individual Tax Services

Global Tax Services Fees - in CHF
Service Description
Arrival/Departure tax briefing (1 hr - by phone call)
Individual income tax return preparation
Individual wealth tax return preparation (if applicable)
Spousal individual income tax return preparation
Spousal wealth tax return preparation
Amended tax return preparation
Non-Filing Requirement determination (if applicable)
Tax at source withholding form preparation (1)
Review of tax assessments
Hypothetical tax/social security calculation
Tax equalization calculation / reconciliation
Gross-up tax calculation
Annual gross-to-net tax estimate
Routine response to a tax audit issued by the local tax authorities (2)
Complex response to a tax audit issued by the local tax authorities (3)
Tax return filing extension deadline
Tax Residence certificate
Tax Clearance certificate
E-Filing of the individual tax return (if applicable)
Registration /de-registration with the tax authorities

Immigration

Social security

Payroll

Monthly tax payments modification (if applicable) (4)
Transfer tax at source to ordinary tax system (if applicable) (4)
Review of eligibility for SARP relief (expat relief and Application) (4)
Application for PAYE Exclusion Order (4)
Application for PAYE Dispensation for inbounds (4)

Australia
570
950
N/A
740
N/A
480
285
N/A
300
415
540
510
455

Belgium
510
1.110
N/A
1.025
N/A
560
N/A
N/A
300
415
540
510
455

-

-

Hourly rate
Hourly rate
170
N/A
570
570
N/A
N/A
Included in tax Included in tax
return fee
return fee
Included in
75
briefing fee
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
820
680
820
680
410
340
410
340
820
680
820
680
795
1.530
1.350

Canada
Denmark
France
Germany
Ireland
510
625
570
540
625
1.195
1.270
1.365
1.275
1.365
N/A
N/A
3.000
N/A
N/A
965
1.020
1.195
1.135
1.135
N/A
N/A
2.385
N/A
N/A
600
635
680
685
685
360
335
410
410
410
N/A
N/A
N/A
N/A
N/A
300
300
300
300
300
415
415
415
415
415
540
540
540
540
540
510
510
510
510
510
455
455
455
455
455
Included in tax Included in tax Included in tax Included in tax Included in tax
return fee
return fee
return fee
return fee
return fee
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
N/A
N/A
N/A
N/A
N/A
1.080
315
570
200
625
N/A
N/A
N/A
N/A
625
Included in tax Included in tax Included in tax Included in tax Included in tax
return fee
return fee
return fee
return fee
return fee

Luxembourg
510
1.080
N/A
995
N/A
540
325
910
260
415
540
510
455
Included in tax
return fee
Hourly rate
N/A
400
N/A
N/A

Netherlands
Singapore
510
510
1.910
1.080
N/A
N/A
1.050
850
N/A
N/A
600
540
360
325
N/A
N/A
300
300
415
415
540
540
510
510
455
455
Included in tax Included in tax
return fee
return fee
Hourly rate
Hourly rate
N/A
170
N/A
570
N/A
N/A
Included in tax Included in tax
return fee
return fee

N/A

N/A

N/A

N/A

285

N/A

N/A

N/A

190

N/A
N/A
N/A
N/A
N/A
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
475
465
230
230
465
465
250
1.625

N/A
N/A
N/A
N/A
N/A
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
680
680
365
365
680
680
375

N/A
N/A
N/A
N/A
N/A
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
540
540
270
270
540
540
N/A

N/A
N/A
N/A
710
1.140
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
400
740
400
400
740
740
540

N/A
N/A
N/A
N/A
N/A
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
625
625
285
285
625
625
N/A

N/A
N/A
N/A
N/A
N/A
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
590
590
295
295
590
590
-

2.730
Included in
Work Permit

2.565

2.385

1.135

1.320

N/A
N/A
N/A
N/A
N/A
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
N/A
N/A
N/A
N/A
N/A
N/A
1.290

680

675

510

640

N/A

2.025

1.890

2.274

795

1.010

625

N/A
N/A
N/A
N/A
N/A
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
N/A
N/A
N/A
N/A
N/A
N/A
1.530
Included in work
permit
1.530

N/A

400

270

1.450

1.350

1.085

N/A
N/A
N/A
N/A
N/A
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
505
555
250
250
555
505
N/A
2.260
Included in
work permit
1.350

Visa extension (7)

N/A

400

270

N/A

N/A

N/A

N/A

340

N/A

N/A

Registration / De-registration (7)

170

470

N/A

455

N/A

400

680

N/A

505

230

Payroll setup support (5)
Shadow Payroll setup support (5)
Social insurance support and implementation (5)
Social insurance administration (5)
Monthly processing (5)
Year-end payroll tasks support (5)
Certificate of coverage (CoC) application (if needed)
A1 form application (if needed)
Certificate of coverage (CoC) cancellation (if needed)
A1 form cancellation (if needed)
Certificate of coverage (CoC) renewal (if needed)
A1 form renewal (if needed)
Registration /de-registration with the social security authorities
Online immigration registration (when possible) (6)
Work permit application (7)
Visa application (7)
Conversion from a work permit to another (if applicable) (8)
Work permit extension (7)

South Africa
455
1.135
N/A
1.025
N/A
570
340
N/A
300
415
540
510
455
Included in tax
return fee
Hourly rate
N/A
740
370
Included in tax
return fee

N/A
490

Switzerland
UAE
UK
USA
625
N/A
685
625
1.705
N/A
1.250
1.760
1.025
N/A
N/A
N/A
1.475
N/A
1.060
1.650
815
N/A
N/A
N/A
855
N/A
625
880
515
N/A
375
530
N/A
N/A
N/A
N/A
300
N/A
300
300
415
N/A
415
415
540
N/A
540
540
510
N/A
510
5.100
455
N/A
455
455
Included in tax Included in tax Included in tax Included in tax
return fee
return fee
return fee
return fee
Hourly rate
Hourly rate
Hourly rate
Hourly rate
200
N/A
N/A
250
740
N/A
1.025
740
740
N/A
1.025
740
Included in tax included in tax included in tax included in tax
return fee
return fee
return fee
return fee
Included in
510
N/A
N/A
briefing
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
Hourly rate
570
N/A
795
480
570
N/A
795
477
285
N/A
465
239
285
N/A
465
239
440
N/A
795
477
570
N/A
795
477
432
N/A
0
2.850
2.500
1.820
2.955
Included in work
included in
included in
included in
permit
work permit
work permit
work permit
0
0
2.045
2.159
1.820
2.841
included in
included in
included in
work permit
work permit
work permit
N/A
600
659
550
420

Fees listed in the table above are quoted exclusive of VAT or other taxes.
Government filing fees, courier charges, translation and legalisation/notarisation costs will be passed through as disbursements without mark up.
Notes for individual tax services
(1) We understand that this service refers to simplified (withholding) tax return. We did not indicate fees for all the countries as the service is not applicable in all locations.
(2) General questions about employees situation, sharing of basic supporting documents (i.e. payslips, remuneration certificate, etc.)- limited to 1 hour of time spent.

(4) We have checked with foreign offices and it seems that this service is not generally applicable in the majority of countries. Therefore, we did not indicate the corresponding fees where
not applicable. However, in case this service will be requested for the specified country, we will provide you with fee quote upfront.

Notes for immigration services
(6) We received the following information about the online registration from different countries:
- Australia: there is no requirement for individuals to register online either during the visa process or post visa grant. The Australian visa application process is all
completed online.
- Belgium: no online registration system.
- Canada: some applications are made online and some are made by paper.
- Denmark : all non EU permit applications are done online. There is no additional fee for this, so standard fee would apply.
- Luxembourg: applications are filed in paper version, no online filing applicable yet.
- Netherlands: The Dutch immigration authorities have an online portal. This portal is only accessible to employing entities with recognized sponsor status.

Notes for payroll services
(5) Following your reply to questions raised during Q&A, we understand that the full payroll assistance should not be required as such, but rather an advice

- Singapore: online filing applies and generally a manual submission can only be accepted if the overseas company has no entity registered in Singapore.
- South Africa: online Immigration submission applies for applications lodged in South Africa only. As such, it is only really applicable to extensions and change of
conditions application, where applicable.
- UK: applications for UK immigration work and residence permits are filed online.

(3) Complex audit questions will be charged based on a time spent basis at hourly rate provided. We propose, however, to provide you with a budget/fee range before rendering the
services.

(7) Indicated fees exclude accompaniment to appointments, coordination of legalisation and translation services, and assumes the main applicant is an
intracompany transferee and that dependent applications are filed concurrently with main applicant. We are happy to provide fees for these services upon
request. 
(8) Following your reply to questions raised during Q&A, we understand that we should not complete this section, as it is not widely used in many countries

SCOPE and TIMING - Our proposal

Deloitte Best Practice /comments

1. a) Individual tax services - core services
1.1.

Arrival/ departure tax briefing
Contact individual via standard e-mail based on the authorisation email received from Temenos

Within 2 business days of services initiated by Temenos

Escalation to Temenos in case no response from individual after the second reminder

If no response from the individual: a reminder within 5 business days
following the invitation and escalation e-mail to Temenos 5 business
days after our reminder

Arrange for the arrival/departure briefing

Confirm briefing date/schedule briefing within 10 business days from
assignees' response

Conduct telephone meeting or face-to-face meeting (Tax Advisor's premises), maximum 60 minutes
Topics covered during the meeting: assignment-related tax and social security implications, tax return filing obligations and process; brief
explanation of tax questionnaire that needs to be filled out by employee
In case of complicated personal income situation, which requires additional briefing time, Temenos must be contacted and asked for prior approval

If approval received by Temenos these estimated additional costs would
be billed on hourly rates

Inform Temenos that the meeting was held and highlight case specific issues
Inform home/host tax consultant of details as appropriate

Within 5 business days following the briefing held
Within 5 business days following the briefing held

Services for VIP: if needed more personalized tax briefing could be held for VIP employees:

To be confirmed and authorized by Temenos
Additional 25% of our standard fee for the tax briefing would be applied
for VIP Employees
First 5 VIP would be invoiced at "normal" price

- Meeting could be held at the company's premises
- Handled by more senior Deloitte member (at least manager's level)

1.2.

Individual income/wealth tax return preparation (including spousal tax return if any)

Our tools and fee structure are built based upon fact that GA Organizer
is correctly and fully completed. If this would not be the case, we may
apply additional fees.

Await tax return authorisation list from Temenos

Dates to be agreed and confirmed with Temenos by when the
preliminary and final authorisation lists thave to be sent to Deloitte to
initiate compliance services (advisable by mid December of the tax year
concerned)

Send the pre-compliance e-mail to employee (including introduction to services and main Deloitte contacts, information about compliance process
and key deadlines, etc.)

Within 20 business days after receiving the authorisation list

Request necessary personal information from employee

Via our online tool- Global Advantage- within 20 business days after
receiving the authorisation list

If necessary, request additional salary, benefits information from Temenos

Dates to be agreed and confirmed with Temenos by when the salary,
benefits information have to be sent to Deloitte

Maximum 3 reminders will be sent to employee for providing required information/completing tax questionnaire

Reminders will be sent automatically via GA every 14 days, we may also
implement 3 personalized reminders

Escalation to Temenos if employee does not respond or complete fully the questionnaire

Within 5 business days after last reminder sent

Review data for missing information and inform employee

Within 10 business day after receiving completed GA Organiser and GA
Calendar

Review the filing obligations and choose the most optimized positions
Prepare income tax return, include foreign tax credits if applicable
Preparation of tax return includes the general, simple sourcing and reporting of the equity awards/bonus provided all the necessary information
(i.e. grant, vest days, reference periods, etc.) are clearly indicated and provided to Deloitte. However, in case specific sourcing would need to be
done, Temenos should be contacted for prior approval of additional costs

If approval received by Temenos these estimated additional costs would
be billed on hourly rates

Prepare necessary calculations and disclosures
Provide income tax return - for signature and filing - to individual with the cover letter (cover letter includes any information linked to tax
residency, filing positions taken, etc.)

Within 30 business days once information is complete

Services for VIP: if needed more personalized tax return process could be provided for VIP employees:
- They could provide us with excel questionnaire instead of GA Organiser
- Meeting to be organised to collect the information needed
- Debriefing after the tax return preparation
An average 1h of consulting time is included in the preparation of tax return and covers: questions linked to information requested via GA online
tool and/ or general questions arising after the preparation of the tax return
In case of complicated questions linked to tax optimization options, etc., that goes beyond 1h of consulting time, Temenos should be contacted for
prior approval
1.3.

To be confirmed and authorized by Temenos
Additional 30% of our standard fee for the tax briefing would be applied
for VIP Employees
First 5 VIP would be invoiced at "normal" price

If approval received by Temenos these estimated additional costs would
be billed on hourly rates

Review of tax assessment (if any)
Upon receipt of tax bill, review of the income tax assessment whether this is in line with the tax return prepared

Within 10 business days following receipt of tax bill

Inform by email Temenos about the conformity of the tax assessment (if applicable). This service does not include tax claim and asking
modification from the tax authority.

Within 10 business days following receipt of tax bill

Inform employee about conformity of the tax assessment and amounts that needs to be borne by him or reimbursed to him. Inform employee of
procedure and copy Temenos in an e-mail

Within 5 business day after receiving approval from Temenos

Inform employee about how the payment must be done (exact description how to to do online payment, etc.)
In case the tax assessement is not in line with the tax return prepared, Temenos should be contacted for prior approval for providing additional
services.
1.4.

If approval received by Temenos these estimated additional costs would
be billed on hourly rates

Tax equalization calculation

Temenos/employee should provide the hypotethical tax data to Deloitte

Dates to be agreed and confirmed with Temenos by when the
hypotethical tax information have to be sent to Deloitte

Prepare tax equalization calculation

With the tax return preparation, if hypotethical tax data is available

Inform employee and Temenos about the result and the amounts to be reimbursed by/to employee
1.5.

Tax return filing extension deadline
Inform Temenos about the necessary filing for extension
File the necessary extension upon approval received from Temenos
Inform Temenos and employee about the filed extension and extended deadline to submit the tax return

1.6.

Within 3 weeks before the offical filing deadline
Within 2 weeks before the offical filing deadline
Within 5 days after extension request is filed

Registration/ Deregistration with Tax Authority
Contact individual through standard e-mail (if necessary) based on authorisation email from Temenos

Within 2 business days of services initiated by Temenos

Request required information from employee and if necessary from Temenos
Inform Temenos about process and timing
Maximum 3 reminders will be sent to employee for providing required information
Escalation to Temenos if employee does not respond
Complete relevant forms and register/ deregister employee with Tax authorities

Within 5 business days after last reminder sent
Within 5 business days of having complete information

Inform Temenos and employee about enrolment/deregistration and Tax ID/ tax card

Within 5 business days following receipt of registration number/card

1. b) Individual tax services - specific services that might not be applicable to all employees
1.1
1.2
1.3
1.4
1.5
1.6
1.7
1.8
1.9
1.10
1.11

Amended tax return preparation
Tax at source withholding form preparation
Hypothetical tax/ social security calculation
Gross-up tax calculation
Annual gross-to-net tax estimate
Routine response to a query sent by the local tax authorities
Complex reponse to a tax audit sent by the local tax authorities
Tax residence certificate
Tax clearance certificate
Monthly tax payments modifications
Transfer tax at source to ordinary tax system (if any)

For these services, we would also provide you with a detailed scope and
timing depending on the country involved.

In general, our services would cover :
- Authorization from Temenos
- Collection of relevant data/information from employee or from Temenos (if any)

Within 2 business days after receiving the authorisation

- Inform Temenos or/and the employee about the timing estimated

Within 2 business days after receiving all the relevant information

- Prepare the estimates or required letters to the authorities within 3 to 5 business days.

Within 3 to 5 business days after receiving all the relevant information

2. Payroll services
Support with payroll/ shadow payroll setup for tax and/or social security
Payroll Manager/ Temenos requests the advice and provides authorization
Request of additional information needed (if any)

Within 2 business days after receiving the relevant information and
authorisation

Provide the necessary advice and recommedations to Payroll Manager and Temenos

Within 3 to 5 business day after having complete information

3. International social security services
3.1

3.2

Registration/ deregistration with Social Security
Contact individual through standard e-mail based on authorisation email from Temenos
Request required information from employee and if necessary from Temenos
Inform Temenos and employee about process and timing
Maximum 3 reminders will be sent to employee for providing required information
Escalation to Temenos if employee does not respond

Within 2 business days of services initiated by Temenos

Complete relevant forms and register/ deregister employee with social security scheme

Within 5 business days of having complete information

Inform Temenos and employee about enrolment and social security number

Within 5 business days following following confirmation of enrolment

Within 2 business day after receiving the relevant information
Within 5 business days after last reminder sent

Application for Certificate of Coverage/ renewal of cancelation fo the Certificate of Coverage
Request required information from Temenos after autorisation

Within 3 business days of services initiated by Temenos

Inform Temenos and employee about the process and timing
Complete relevant form and apply for certificate of coverage for employee/ renewal or cancelation

Within 5 business days after having complete information

Inform Temenos and employee about received/ cancelled/renewed of coverage and forward the documents to Temenos and employee

Within 2 business days following confirmation of approval

4. a) Global immigration services- core services
4.1.

Assistance with work permit application/ extension
Authorization to proceed with work permit application is received from Temenos
Request is sent to Temenos and employee with all the necessary information to proceed with application as well as brief describtion of the process

Within 2 business day after receiving the relevant information and
authorisation

Employee and Temenos are informed about the process and timimg
Once all documents are gathered the application is submitted with the authorities/ in some locations online registration might be done
Follow up with the authorities
Assistance with certain administrative obligations applicable to specific countries (e.g. registration at the town hall, assistance with the medical test,
etc.) is not included
4.2.

Within 5 business day after having complete information

Assistance with Visa application/ extension
Authorization to proceed with visa application is received from Temenos
Provide employee and Temenos with a summary of necessary documents for the Visa application

Within 2 business day after receiving the relevant information and
authorisation

Review the documents provided by the Employee
Provide information on the practical formalities for the visa request and deadlines for submitting the visa
Follow up on the visa application with the Embassy is not generally included in the scope

Since the process for visa application might differ significantly in each
country, we would recommend to further clarify the process with the
office concerned

4. b) Global immigration services- specific services that may not be applicable to all employees
4.1

Conversion from one type of work permit to another

4.2

Registration/ de-registration
General routine procedure would be applicable for these services:
- Authorization from Temenos
- Reach out to employee concerned
- Escalation in case of no response from employee
- Inform Temenos and employee about the process and estimated timing
- Complete the service and inform Temenos and employee about the outcome

Within 2 business days after receiving authorisation
Within 5 business days after last reminder sent


Temenos - RfP Global Mobility services - fees and scope-03052019.pdf - page 1/4
Temenos - RfP Global Mobility services - fees and scope-03052019.pdf - page 2/4
Temenos - RfP Global Mobility services - fees and scope-03052019.pdf - page 3/4
Temenos - RfP Global Mobility services - fees and scope-03052019.pdf - page 4/4

Documents similaires


temenos   rfp global mobility services   fees and scope 03052019
los angeles business litigation attorney
clara vaillant   resume
talkshop v3 a4
compilation of important informations 1
student placement opportunities at vum 2017


Sur le même sujet..