Tax Gross-up Audits & Tax Review
Confirm payments made for mobility-related reimbursements were calculated in accordance with corporate policy.Contact Us
About Our Tax Review & Gross Up Audit Services
Improve your employee satisfaction when you provide them with a stress-free relocation experience as it relates to their tax burden on payments received. We can help companies make sure that they are keeping their employees “whole” and staying program compliant.
Ineo’s Gross Up Audit service ensures that any additional tax liabilities to the employee are reviewed to determine if they are due to the relocation reimbursement of expenses. The audit is conducted based on a “with” and “without” the relocation
Ineo’s Gross Up Process
Transferees simply provide our tax professionals with a PDF of all federal, state, and local tax returns they filed, along with a PDF of their Relocation Tax Report. We calculate and document how much the transferee would have paid in taxes both “with” and “without” the move. The resulting difference, if positive, is then “grossed up” for the current year’s taxes. Ineo’s tax professionals turn around gross-up audit results within just a few days.
Calculations According to Your Policy
The scope of the reconciliation is to determine if the initial company paid gross-up was calculated following company policy. Our tax professionals also review transferee tax returns to verify the employee’s income used in calculating the gross-up itself, and that the income used reflects the company policy.
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Order the Tax Support You Require Today!
In addition to consultative support, we also offer an annual Mobility Tax Advisor Publication and Q&A Subscriptions so we can better meet your tax needs, whatever they may be.
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Whether you are new to the world of global mobility or you’ve been in the business for a while, Ineo is here to assist you.
Contact us to learn how our mobility tax services can support your global mobility program.Get Started