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Documentation Templates

Local File Template Pack — OECD Aligned

A complete Local File structure aligned to OECD BEPS Action 13, with drafting notes at every section and a worked example throughout.

Jurisdiction Global
Industry Cross-industry
Financial year Not year-specific
Length PDF guide (56 pages) + editable template
Last updated 1 July 2026
Licence Single-firm licence — unlimited internal client deliverables
Format PDF + XLSX

What is inside

  • Full Local File template in editable format, section by section
  • Drafting notes explaining what each section must evidence and why
  • A worked example running through the whole document
  • FAR analysis and intercompany transaction schedules
  • Checklist mapping each section to the Action 13 requirement it satisfies

Who this is for

Firms building their first Local File, or standardising documentation across a team so output does not vary by preparer.

What this is not

This is a structure and drafting guide, not a study. It contains no comparable data — you supply the benchmarking, from your own search or one of ours.

Licence and restrictions

One purchase licenses one firm. You may use this in an unlimited number of your own client deliverables. You may not resell it, redistribute it, or share the source files outside your firm.