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6. Financial reporting effects of tax planning and execution
Book chapter

6. Financial reporting effects of tax planning and execution

Allison Koester, Terry Shevlin and Ryan J Wilson
Handbook on the Financial Reporting Environment, pp.85-115
Research handbooks in accounting, Edward Elgar Publishing
2025
DOI: 10.4337/9781800888685.00016

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Abstract

Corporations face a variety of taxes in virtually every jurisdiction of operations. Corporate tax planning strives to maximize a firm's after-tax income by incorporating an understanding of how all types of taxes impact a firm's operating, investing, and financing considerations. The most salient of these taxes for financial reporting purposes is income taxes. This chapter provides a primer on accounting for income taxes to familiarize readers with the important, and at times complex, elements of the tax accounts. The primer provides income tax disclosures included in the financial statements of two global firms – Amazon and BP – to illustrate how firms present their income tax information to external stakeholders. The chapter then discusses the largest areas of tax accounting research examining both the determinants and implications of corporate tax planning. The chapter concludes by discussing cross-border profit shifting and recent global policies aimed at reducing firms’ tax-motivated profit shifting practices.
Accounting for income taxes Cross-border profit shifting Financial statement tax-related disclosures Tax planning framework and research

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