Built for tax professionals

Every calculation cites the OECD article it implements. Every result can be reviewed, approved, sealed, and defended.

Every edition

Safe Harbour Calculator

Implements the OECD Transitional CbCR Safe Harbour — Safe Harbours & Penalty Relief (Dec 2022) Chapter 1, enabled by Model Rules Art. 8.2.1, for in-scope groups (consolidated revenue ≥ €750M in at least two of the four preceding fiscal years, Art. 1.1). Three tests, every jurisdiction, in seconds. Results displayed as a RAG dashboard — green for qualified, red for needs GloBE.

TCSH Ch. 1 ¶1(a)

De Minimis

Revenue < EUR 10M AND Profit Before Tax < EUR 1M on the current year's Qualified CbC Report. Top-up tax is deemed zero for the jurisdiction for that fiscal year.

Rev < €10M & PBT < €1M
TCSH Ch. 1 ¶1(b)

Simplified ETR

Simplified covered taxes (UTPs eliminated) ÷ PBT ≥ the transition rate — 15% (FY beginning 2023–24) rising to 17% (2026–27).

ETR ≥ transition rate by year
TCSH Ch. 1 ¶1(c)

Routine Profits

PBT ≤ SBIE. SBIE = payroll carve-out + tangible asset carve-out.

PBT ≤ SBIE

TCSH Simplified ETR threshold by fiscal year

Fiscal YearETR ThresholdStatus
2023–2415%OECD published (Dec 2022)
202516%OECD published (Dec 2022)
202617%OECD published (Dec 2022)
202717%OECD published (Jan 2026 amendment)
2028+TCSH ended — no rate exists

Rates by fiscal year of commencement, per the Safe Harbours & Penalty Relief document (Dec 2022) as amended by the OECD Side-by-Side Package (Jan 2026). The TCSH applies to fiscal years beginning on or before 31 Dec 2027 and not ending after 30 Jun 2029 — there is no rate for later years.

SBIE transitional carve-out rates (10-year phase-down)

Fiscal YearPayrollTangible
202310.0%8.0%
20249.8%7.8%
20259.6%7.6%
20269.4%7.4%
20279.2%7.2%
20289.0%7.0%
20298.2%6.6%
20307.4%6.2%
20316.6%5.8%
20325.8%5.4%
2033+5.0%5.0%

Source: OECD GloBE Model Rules, Art. 9.2 transitional schedule (Art. 5.3 carve-out). Every year is OECD-stated; rates decline to 5%/5% by FY 2033.

Every edition

Full GloBE Calculator

For jurisdictions that don't qualify for Safe Harbour, Cert runs the full Articles 3–7 waterfall — through to the IIR and UTPR charging provisions — with a locked, article-cited audit trail.

1
GloBE Net IncomeArt. 3.2

PBT + adjustments − exclusions + refundable and transferable credits (QRTC + MTTC, Art. 3.2.4)

2
Adjusted Covered TaxesArt. 4.1

Current + deferred + UTP + recapture − NRTC

3
Jurisdictional ETRArt. 5.1

ACT ÷ GNI

4
SBIE Carve-outArt. 5.3

Payroll carve-out + tangible asset carve-out

5
Excess ProfitArt. 5.2

MAX(0, GNI − SBIE)

6
Top-up Tax %Art. 5.2

MAX(0, 15% − ETR)

7
Top-up Tax AmountArt. 5.2

Excess Profit × Top-up Tax %

8
Charging ProvisionsArt. 2

IIR and UTPR allocation across the ownership chain, with QDMTT credit

Enterprise calculation depth

IIR and UTPR waterfall with inclusion ratios
POPE and JV sub-group computations
Entity-level model with ownership structure
DTL 5-year recapture tracking
Art. 9.1 transition rules and attribute carry-forward
Currency dimension across the group
Side-by-Side Assessment (OECD Jan 2026 package) — TCSH, Simplified ETR, and SBTI compared per jurisdiction, with a recommendation
Multi-scenario what-if and multi-year
QDMTT paid captured as an input and credited in the waterfall — Cert does not compute local QDMTT
OECD article citation on every line
Cert Complete

GloBE Information Return

Official OECD XML schema

Cert generates the GloBE Information Return on the official OECD schema — urn:oecd:ties:globe:v2 — directly from your GloBE calculation results and validated before export. No re-keying, no separate filing tool.

Cert generates the complete return on the official OECD schema today, validated against the schema before export. Output is marked draft until your authorised signatory completes filing sign-off in the approval workflow — you submit the sealed XML through your jurisdiction's existing channel (for the UK, HMRC's online service).

Top-up Tax by jurisdiction

IIR, UTPR, and QDMTT allocations per jurisdiction

ETR and SBIE calculations

Full waterfall results embedded in the return

Constituent entity details

Entity-level data for each jurisdiction

Election and exemption flags

De minimis, QDMTT safe harbour, and other elections

Built on the official OECD GIR XML schema (urn:oecd:ties:globe:v2)
Auto-populated from GloBE calc results
Validation checks before export
Optional Cert IQ pre-filing review
Full audit trail of generated returns
Direct in-app submission to HMRC is in development — today you file the sealed XML through HMRC's live GIR service
Cert Complete

Country-by-Country Reporting

BEPS Action 13

BEPS Action 13 CbCR from the same data model. Entity-level financial data aggregated by jurisdiction, exported as OECD CbC XML (BEPS v2.0). One platform, one dataset, reconciled once.

Revenue (related & unrelated)

Split by related-party and third-party revenue per jurisdiction

Profit/loss before tax

Jurisdiction-level PBT from consolidated accounts

Tax paid & accrued

Cash taxes paid and income tax accrued in the period

Stated capital & retained earnings

Balance sheet items per jurisdiction

Number of employees

Headcount by jurisdiction for substance indicators

Tangible assets

Net book value of physical assets excluding cash

OECD CbC XML export (BEPS v2.0 schema)
Entity-level data with jurisdiction roll-up
Shared data model with GloBE — enter once, use everywhere
Constituent entity register built in
Multi-year history
Reconciliation checks against GloBE inputs
Cert IQ

AI assistance, optional by design

Optional add-on

AI where you want it. None where you don't. Every number in Cert comes from the deterministic calculation engine. Cert IQ explains, maps, and reviews — it never computes your figures, and it switches off tenant-wide.

AI account mapping

Point Cert IQ at your trial balance export and it proposes the GloBE account mapping. You approve every line before anything is saved.

GIR pre-filing review

A second pass over your return before it goes anywhere — inconsistencies, gaps, and oddities flagged with reasons.

Ask Cert IQ

A free-text advisor and exposure explainers on every results screen. Ask why a jurisdiction failed a test — get the article-cited answer.

Variance narration

The dashboard explains movements between years and scenarios in plain language, not just deltas.

How Cert IQ handles your data
Every edition

Every number has a paper trail

Cert is built around the assumption that these numbers will be audited, challenged, and defended — years after they were approved.

Approval workflow

Draft → Reviewed → Approved → Filed. The state machine is enforced server-side — nobody edits an approved number without it showing.

Sealed filing

Two-phase filing seals the record. Amendments are possible, but they are amendments — visible, attributed, and auditable.

Evidence Pack

A sealed, auditor-ready record per group, fiscal year, and scenario: inputs, rates, results, and who approved what, when.

“Why this number?” provenance

Every figure opens a provenance view tracing it back through the calculation to the source data that produced it.

Audit trail & data lineage

A full matrix of what data arrived, when, from where, and which calculations consumed it.

Filing obligations tracker

GIR deadlines and filing obligations per jurisdiction, tracked alongside the numbers they depend on.

Platform

Data import & deployment

Bring data from any source system. Cert maps your accounts once, then imports are repeatable — no manual re-keying, no spreadsheet risk. With Cert IQ, the first mapping pass is proposed for you.

ERP & Consolidation

SAP, Oracle, NetSuite, Workday — export your trial balance or consolidation pack and map it once

Tax Provision

HFM, HTP, OneStream, Longview — direct account code mapping from your existing provision tool

GloBE CSV

OECD standard GloBE data template — the universal starting point

Custom Mapping

Any source, any format. Define your account mapping once; Cert handles the rest

Microsoft Power Platform · No IT project required

Deploy as a managed solution. Runs in your existing Dataverse environment. Your data at rest never leaves your tenant.

  • Managed Power Platform solution (.zip deploy) into your existing Dataverse environment
  • Data at rest stays in your tenant; optional Cert IQ sends request-scoped context only, and nothing is retained outside your environment
  • Signed regulatory releases — OECD rates and thresholds ship as dated, versioned, ECDSA-signed parameter packs
  • Server-side licensing with entitlement enforcement
  • CSV and Excel export throughout; command palette (Ctrl+K) for fast navigation

See all of it, live, on a call.

Or try the interactive Safe Harbour and GloBE calculators right now — no sign-up, pre-loaded with 8-jurisdiction demo data.