Global Mobility Tracking and Taxation - Microsoft Case Study
Presentation
16 June 2011
Author/s:
Edward (Ed) D. Burmeister,
Jennie Anderson (Global Stock Services Manager, Microsoft Corporation, US); Kelley Garrett (International Stock Plan Manager, Microsoft Corporation, US)
Request for presentation
In May 2010, Microsoft Corporation launched a new internal stock administration system designed to manage existing global tax requirements and including new functionality to support the need for tracking, taxation and allocation of income for globally mobile employees. This illuminating session will walk through the process Microsoft went through, from end to end; to develop, communicate and implement a global mobility tax policy for restricted stock units and stock options. The case study will include an overview of the analysis conducted of country specific rules and regulations governing mobile employees, including risk assessment and identification of guiding principles that provided the foundation for mobility policy. A detailed overview of the communication and education strategy and resources developed for internal business partners, employees, who were critical to a successful implementation, as well as key system functionality specific to mobility tracking, tax withholding, and reporting will be presented.