Paper Example Undergraduate 1,341 words

Transfer pricing strategies and tax implications

Last reviewed: January 20, 2014 ~7 min read
Abstract

The paper presents a case where departments within a firm purchase inputs from both internal and external suppliers. The internal supplier has a transfer price which is higher than the external supplier, but also makes a profit on the internal sales. The paper consists of calculations to determine of the firm would be better increasing the supplies gained from external suppliers, or remaining with the internal supply. The current and potential change costs are calculated and compared. The results are discussed.

Management Accounting

Coffee Makers Incorporated Transfer Prices Case Study

The Current Position

Department B

Proposed Changes

Department B

Coffee Makers Incorporated has two divisions which purchase parts internally form a third department. Two parts; 101 and 201 are produced internally. The current transfer price for those parts is $1,000 and $2,000 respectively. The departments which are buying the parts; dept. A is buying part 101 and dep. B is buying part 201, want to change the purchase pattern, as external suppliers can supply the parts at a price less than the transfer price (dept. C) is charging.

Currently Dept A buys 3000 of the 101 parts from department C. topped up with 1,000 parts from external suppliers, department B. purchases 1,000 parts from dept. C and 1,000 parts from external suppliers. Both departments want to make a change to reduce their own costs, moving more purchases to the external supplier. It is likely that they are assuming the lower cost to the department will benefit the firm. However, the transfer price is not a price at cost; it is a price in which there is a surplus of revenues after the variable costs have been deducted. To assess if the plan to purchase more parts from external suppliers would be beneficial to the firm it is necessary to look a both the savings that will be made by the purchasing departments and the level of contribution that would be lost by department C (Atkinson et al., 2011)

The Current Position

The first stage of the calculation is to assess the current position. The contribution level of the internal parts needs to be determined; this is calculated by taking the internal transfer price and deducted all of the variable costs; this is shown in table 1.

Table 1; Contribution level for Parts 101 and 201

Transfer price

1,000

2,000

Direct material

Direct labor

Variable overhead

Total variable costs

Contribution per unit

Department A

The next stage is to calculate the costs of the departments purchasing the goods. Department A purchases 3,000 units at $1,000 from dept C, and 1,000 units from external suppliers at $900, these costs are sown in table 2

Table 2; Purchase costs to dept A

Purchase source

Units purchased

Cost per unit

Total costs

Dept C

3,000

1,000

3,000,000

External supplier

1,000

900,000

Total

4,000

3,900,000

The price includes the contribution which is created, so this needs to be assessed, and is shown in table 3.

Table 3; Current contribution generated on sales to dept. A

No of units purchased

Contribution per unit generated

Total contribution

3,000

900,000

The net cost to the firm is the cost paid out by dept A., less the contributions received by dept C, shown in table 4.

Table 4; Current net cost to the firm for dept. A

Costs for department A

3,900,000

Less contribution from dept c

900,000

Net cost to firm

3,000,000

Department B

The same process may be used to calculate the current net cost. Table 5 shows the costs that are incurred by dept. B under the current purchase arrangements

Table 5; Current costs to dept. B

Purchase source

Units purchased

Cost per unit

Total costs

Dept C

1,000

2,000

2,000,000

External supplier

1,000

1,900

1,900,000

Total

2,000

3,900,000

The next stage is to assess the contribution that is created for dept C. As a result of the transaction. This is shown in table 6.

Table 6; Current contribution generated on sales to dept. B

No of units purchased

Contribution per unit generated

Total contribution

1,000

800,000

With the impact on both departments calculated, they can be brought together in order to assess the net cost of the purchases to the firm, this is shown in table 7.

Table 7; Current net cost to the firm for dept. B

Costs for department A

3,900,000

Less contribution from dept. C

800,000

Net cost to firm

3,100,000

Proposed Changes

With the current net costs to the firm assessed, the next stage is to assess the costs that would be incurred if the changes were implemented. This can then be used to compare to the current costs. Each department will be considered in turn.

Department A

Dept. A wants to changes the purchases, so 200 units are purchased internally and 200 externally, table 8 shows the new costs for dept. A.

Table 8; New costs for dept. A

Purchase source

Units purchased

Cost per unit

Total costs

Dept C

2,000

1,000

2,000,000

External supplier

2,000

1,800,000

Total

4,000

3,800,000

The costs will decrease for dept. A, under this plan. However, as the number of units purchased internally decreases, the level of contribution generated will also decrease; the new contribution level is shown in table 9.

Table 9; New contribution level for dept A purchases

No of units purchased

Contribution per unit generated

Total contribution

2,000

600,000

The contribution has decreased. Bringing the change in cost and the change in contribution together the net cost of the purchases to the firm can be assessed.

Table 10; Proposed net cost to the firm for dept. A

Costs for department A

3,800,000

Less contribution from dept c

600,000

Net cost to firm

3,200,000

Department B

The new cost for department B, if they move so 500 units are purchased internally and 1,500 are purchased from external suppliers is shown in table 11.

Table 11; New costs for dept. B

Purchase source

Units purchased

Cost per unit

Total costs

Dept C

2,000

1,000,000

External supplier

1,500

1,900

2,850,000

Total

2,000

3,850,000

Again, the total costs to the department have reduced, but there is also a change in the contribution level, this is calculated in table 12.

Table 12; New contribution level for dept B. purchases

No of units purchased

Contribution per unit generated

Total contribution

400,000

Bringing together the changes the net cost to the firm can be assessed, this is shown in table 13.

Table 13; Proposed net cost to the firm for dept. B

Costs for department A

3,850,000

Less contribution from dept c

400,000

Net cost to firm

3,450,000

Findings and Discussion

Findings

To assess which option is best for the firm, the costs associated wit the current approach and the proposed approach can be assessed to determine if the firm will be better off with a change. The costs for both firms for the current and the proposed change are presented in table 12.

Table 14; Comparison of the current and proposed purchase strategy

Dept. A

Dept. B

Current net cost

3,000,000

3,100,000

Proposed change net cost

3,200,000

3,450,000

Net benefit/loss

-200,000

-350,000

It is apparent from the assessment, that there would be a negative impact on the firm if the departments were to shift purchases so more were obtained from external suppliers. This may not appear logical to the departments as they will be paying more, but it will mean more money is retained within the firm. The cost savings made by departments buying from the outside supplies are less than the contribution that is lost.

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PaperDue. (2014). Transfer pricing strategies and tax implications. PaperDue. https://www.paperdue.com/essay/transfer-pricing-181121

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