| Taxpayer Provided Initial Issue List |
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| ABC Company, Inc. |
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| CAP Tax Year 2019 |
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| Issue List as of XX/XX/XXXX |
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| Issue # |
Identified Issue |
New (N) or Recurring (R) Issue |
Permanent (P) / Temporary (T) / Both (B) |
Short-Term (ST) or Long-Term (LT) |
Est Amount |
Brief Issue Description and Anticipated Tax Impact |
| 1 |
Stock Offering |
N |
T |
ST |
$250M |
Company will have a new stock offering during 2019. Will provide detail/presentation on tax impact of equity issuance once completed. |
| 2 |
Research Credit |
R |
P |
- |
$20M |
Company will engage tax advisor to complete a research credit study for the 2019 tax year. |
| 3 |
Transfer Pricing |
R |
P |
- |
$1B |
Please refer to the Transfer Pricing Issue Diagram ("template"). |
| 4 |
Acquisition |
R |
B |
- |
$1B |
Company anticipates several acquisitions during the 2019 tax year. Will provide detail/presentation on tax impact once transactions are completed. Anticipated issues will likely include Professional Fees and Interest Expense. |
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