Tax Due Diligence Playbook

Acquiring a company, but concerned about the tax-related risks? Our list of initial tax diligence requests will help you efficiently navigate through your risk assessment. Book a playbook demo to explore — schedule a call with us and we will reach out to help you get started.

• Thorough tax risk assessment
  Review recent federal, state and local tax returns to uncover liabilities, unclaimed credits and audit exposure. Ideals Virtual Data Room+3Dealroom+3Virtual Data Room Providers+3
• Transaction-structure clarity
  Assess how deal structure (asset vs equity) affects tax outcomes, including tax loss utilisation, inter-company transfers and cross-border implications. Ideals Virtual Data Room
• Operational tax coverage
  Evaluate payroll, sales/use, VAT, property tax regimes and transfer pricing to detect hidden tax obligations or opportunities. Virtual Data Room Providers+1
• Audit-ready documentation trail
  Link tax opinions, audit histories, tax-governance policies and supporting schedules to each checklist item—so your post-deal team inherits traceability and peace of mind.

Finalize communications with the M&A Press Release Template, and streamline your deal closing plan with the Merger Integration Timeline Template.