Open the entity and select TP documentation. It brings together the responsible people, the local file, intercompany agreements, benchmarking studies, advisor memos, working files and the CbCR notification.
Add an intercompany agreement
Select Add ICO agreement. Name it and upload the file.
Under Entities, add the other parties. The agreement then shows on each entity's TP documentation, without uploading it twice.
Choose the agreement type and the transfer pricing method, if you track them.
Set the effective date, from which the agreement applies, and the expiry date, its last day.
Select Save. The row shows the dates and how many entities the agreement covers.
To update it later, for example when it's renewed, select the edit icon and change the dates or the entities. Benchmarking studies work the same way, and advisor memos have an expiry date too.
Track renewals
To see what's about to expire across the group, open Documents. The Expiry date column shows when each document expires, and Add filter finds the ones that expire soon.