Tax Funding Agreements are essential instruments in U.S. corporate and financial operations, particularly when structuring tax payment arrangements between related entities or securing external funding for tax obligations. These agreements become necessary when organizations need to establish clear frameworks for managing tax payments, especially in complex group structures or when external funding is required. A Tax Funding Agreement typically includes detailed provisions for payment timing, security arrangements, and the allocation of tax benefits, while ensuring compliance with both federal and state tax regulations.
Tax Funding Agreement for the United States
Create a bespoke document in minutes, or upload and review your own.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Get your first 2 documents free
Your data doesn't train Genie's AI
You keep IP ownership of your information
Key Requirements PROMPT example:
Tax Funding Agreement
"Need a Tax Funding Agreement between our parent company and three subsidiaries to manage quarterly tax payments and allocate tax benefits, with specific provisions for loss sharing and inter-company funding arrangements to commence from January 2025."
Your data doesn't train Genie's AI
You keep IP ownership of your information
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
OR
Let ¶¶Òõ¶ÌÊÓƵ's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.
1. Parties: Identification of all parties to the agreement including tax paying entities and funding providers
2. Background: Context of the tax funding arrangement, purpose, and relevant regulatory framework
3. Definitions: Definitions of key terms used throughout the agreement including tax-specific terminology
4. Funding Terms: Core terms of the tax funding arrangement including amounts, timing, and purpose of funds
5. Payment Mechanisms: Procedures for making and receiving payments, including payment schedules and methods
6. Tax Treatment: Agreed tax treatment of the funding arrangement and compliance requirements
7. Representations and Warranties: Standard and tax-specific representations and warranties from all parties
8. Events of Default: Circumstances constituting default and corresponding remedies
9. Governing Law and Jurisdiction: Applicable law and jurisdiction for dispute resolution
1. Security Arrangements: Details of any security provided for the funding arrangement, used when funding is secured against assets
2. Inter-creditor Provisions: Rights and priorities between different creditors, included when multiple funding sources exist
3. Tax Sharing Provisions: Provisions detailing how tax benefits are shared between parties, used when tax benefits need to be allocated
4. Regulatory Compliance: Additional compliance requirements for specific jurisdictions or regulatory frameworks
1. Payment Schedule: Detailed schedule of payment amounts, dates, and calculation methodologies
2. Tax Calculations: Detailed methodology for calculating tax implications and payments
3. Form of Notices: Standard forms for required notices and communications
4. Security Documents: Details of security arrangements and related documentation
5. Compliance Certificates: Forms of compliance certificates and other regulatory documentation
Authors
Relevant legal definitions
Clauses
Relevant Industries
Relevant Teams
Relevant Roles
Find the exact document you need
LLC Taxed As C Corp Operating Agreement
A U.S. legal document governing an LLC that elects to be taxed as a C Corporation, combining LLC flexibility with corporate tax treatment.
find out more
Double Taxation Form
A U.S. tax document used to claim relief from double taxation of income in multiple jurisdictions.
find out more
Operating Agreement For LLC Taxed As S Corporation
A US-governed agreement establishing operating procedures for an LLC that has elected S Corporation tax treatment.
find out more
Employee Retention Credit Agreement
A U.S. legal agreement establishing terms between an employer and service provider for Employee Retention Credit claim assistance under federal tax law.
find out more
Tax Preparer Engagement Letter
A U.S.-compliant agreement establishing the terms and conditions between a tax preparer and client for tax preparation services.
find out more
LLC Guaranteed Payment Agreement
A U.S.-governed agreement establishing guaranteed payments from an LLC to a member, independent of company profitability.
find out more
Settlement Agreement Tax
A U.S. legal document that resolves tax disputes between taxpayers and tax authorities, establishing settlement terms and payment arrangements.
find out more
Instalment Agreement
A U.S.-compliant legal agreement establishing terms for payment of goods, services, or debt in multiple scheduled installments.
find out more
Taxation Agreement
A legally binding agreement establishing tax obligations and compliance requirements under U.S. federal and state tax laws.
find out more
Tax Installment Agreement
A U.S. legal agreement allowing taxpayers to pay outstanding tax liabilities in scheduled installments to the IRS or state tax authority.
find out more
Tax Abatement Agreement
A U.S. legal agreement between a government authority and business entity providing tax relief in exchange for specific economic development commitments.
find out more
Tax Preparer Confidentiality Agreement
A U.S.-governed agreement establishing confidentiality obligations for tax preparers in accordance with IRS regulations and privacy laws.
find out more
Tax Protection Agreement
A U.S. legal agreement protecting contributors against certain tax liabilities in real estate and partnership transactions.
find out more
Tax Funding Agreement
A U.S. legal agreement establishing terms for funding tax obligations between multiple parties, including payment mechanisms and tax treatment considerations.
find out more
Tax Exchange Information Agreement
A U.S.-compliant agreement establishing procedures for sharing tax information between authorities, ensuring compliance with federal and international tax regulations.
find out more
Voluntary Withholding Agreement
A U.S. legal agreement establishing voluntary tax withholding between an employer and employee/contractor under IRC Section 3402(p).
find out more
Agreement For Installment Payment
A U.S.-governed agreement establishing terms for debt repayment through scheduled installments.
find out more
Unilateral Advance Pricing Agreement
A binding agreement between a taxpayer and the U.S. IRS establishing approved transfer pricing methodologies for intercompany transactions.
find out more
Tax Allocation Agreement
A U.S. legal agreement that establishes how tax obligations and benefits are shared among members of a consolidated corporate group.
find out more
Tax Payment Agreement
A U.S. legal agreement between a taxpayer and tax authority establishing terms for payment of outstanding tax obligations.
find out more
Partial Payment Installment Agreement
A U.S.-governed agreement establishing scheduled partial payments for debt repayment between creditor and debtor.
find out more
Fuel Tax Agreement
A U.S. legal agreement establishing terms for fuel tax collection and reporting between tax authorities and fuel handlers/consumers.
find out more
Tax Indemnification Agreement
A U.S. legal agreement establishing one party's obligation to protect another against specified tax liabilities and related expenses.
find out more
Tax Sharing Agreement
A U.S. legal agreement that establishes how tax obligations and benefits are shared among members of a consolidated corporate group.
find out more
³Ò±ð²Ô¾±±ð’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; ³Ò±ð²Ô¾±±ð’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it
.png)