I heard that, due to the recent pandemic, comparables from earlier years (before 2020) are not advisable to use. Is there more reliable data now since we are 4 years down the line?


  • QUESTION POSTED BY: Student
  • PROGRAMME: Postgraduate Diploma in International Taxation
  • TOPIC: Transfer Pricing Extended (WEEKS 28, 29 & 30)
  • LECTURER: Okkie Kellerman

FULL QUESTION

I heard that, due to the recent pandemic, comparables from earlier years (before 2020)  are not advisable to use. Is there more reliable data now since we are 4 years down the line?

ADDITIONAL WRITTEN ANSWER

The COVID-19 pandemic introduced significant economic disruptions, leading to challenges in using pre-2020 comparables for transfer pricing analyses. In December 2020, the OECD released guidance addressing these challenges, emphasizing the importance of contemporaneous data and suggesting alternative approaches when current data was unavailable.

https://www.oecd.org/en/publications/guidance-on-the-transfer-pricing-implications-of-the-covid-19-pandemic_731a59b0-en.html

As of November 2024, four years have passed since the onset of the pandemic, and more recent financial data is now available. This availability enhances the reliability of comparability analyses, as current data better reflects the present economic environment. However, it’s crucial to recognize that the pandemic’s impact varied across industries and regions. Therefore, when selecting comparables, it’s essential to ensure that the chosen entities operate under similar economic conditions and have been affected by the pandemic in comparable ways.

In summary, while pre-2020 comparables may no longer be advisable due to outdated economic contexts, the availability of post-2020 data provides a more reliable foundation for transfer pricing analyses. Nonetheless, practitioners should remain vigilant in assessing the comparability of data, considering the specific circumstances of each case.


VIDEO SCRIPT

The COVID-19 pandemic introduced significant economic disruptions, leading to challenges in using pre-2020 comparables for transfer pricing analyses. In December 2020, the OECD released guidance addressing these challenges, emphasising the importance of contemporaneous data and suggesting alternative approaches when current data was unavailable. 

 I will provide you with a link to this in the answer sheet.

As of November 2024, four years have passed since the onset of the pandemic, and more recent financial data is now available. This availability enhances the reliability of comparability analyses, as current data better reflects the present economic environment. 

However, it’s crucial to recognise that the pandemic’s impact varied across industries and regions. Therefore, when selecting comparables, it’s essential to ensure that the chosen entities operate under similar economic conditions and have been affected by the pandemic in comparable ways.

In summary, while pre-2020 comparables may no longer be advisable due to outdated economic contexts, the availability of post-2020 data provides a more reliable foundation for transfer pricing analyses. 

Nonetheless, practitioners should remain vigilant in assessing the comparability of data, considering the specific circumstances of each case.