Equus Software

Tax Engine

This page summarizes the taxes represented by each available tax output.




Tax Output Name

 


Description

 


Incremental* or Total Cost**?




Tax Equalization / U-Calc


Grossup Only


No Equal

Tax Output Names

Some Tax Input Names are identified by the tax engine as Short Term Business Expenses. When used in a Cost Estimate template where Assignment Type is set to Short Term…

Short Term Business Expense

This article provides detail on the Qualifies for Short Term Exemption? feature available for Cost Estimates.
When set to Yes, this feature applies the income tax treaty exemption, typically for…

Short Term Exemption

What are Tax Position Sets?
Tax Position Sets are a feature of the Equus Platform where default values for country-specific tax settings can be selected. 
Once the default setting is…

Tax Position Sets

This article outlines how to create a new template.
Navigate to the Compensation Templates - Company screen to create new, or view/edit existing templates.
Click on the + icon to create a…

Compensation Calculation Template Creation

The General Info tab collects and displays the basic information needed to proceed with a compensation calculation. 

The majority are defaulted from data already captured in other areas of the…

Compensation Calculation Wizard: General Info Tab

The Calculation Inputs tab summarizes the inputs required for the compensation calculation.
Currency Conversion
The fx rate defaults based Home Country, on Effective Date. 
Custom Calculations
Inputs

Compensation Calculation Wizard: Calculation Inputs Tab

In scenarios where the host country is not supported by the tax engine (see Supported Authorities, it is possible to input externally provided host tax values to be used in…

Host Tax Input for Cost Estimate

Creating a New Tax Position Set
When your tax policy differs from the Baseline sets, users can change the default country-specific tax settings defined by copying a pre-existing Tax Position…

How Can I Change/Create a New Tax Position Set?

This page provides an overview of the Automatic Social Tax Feature, which can be used to apply social security agreements to cost estimates and U-Calcs.
Automatic social tax enables the…

Automatic Social Tax Feature

This page provides an overview of the Enhance Automatic Social Tax? tax position, which can be used to apply partial social security agreements for moves between the listed countries for…

Enhanced Automatic Social Tax Feature

This page provides an overview of the US Assignment Type tax position, which can be used to generate Cost Estimates between two American states, as of Equus Tax Engine v.25.4. A…

US Domestic Cost Estimates

The attached Excel file lists all Tax Estimator and Tax Position helptext for both Cost Estimates and Compensation Calculations. The information is located in 3 tabs:

Tax Estimator. This tab provides

Tax Estimator and Position Helptext

This article outlines how to create a new template.
Navigate to the Cost Estimate Templates screen to create new, or view/edit existing templates.
Click on the + icon:

Under "Company…

Cost Estimate Template Creation

Table of ContentsIntroductionBase CompensationAllowancesRelocation CostsEmployer Only CostsTax Costs InputIntroductionThis article is a complete list of all available Tax Input Names, alongside their

Tax Input Names

In certain scenarios, it may be desirable to use externally provided hypothetical tax values in cost estimates instead if the hypothetical taxes calculated by the tax engine. This article details…

Hypothetical Tax Input for Cost Estimate

The Tax Calc Inputs tab collects and displays the Tax Estimator inputs for the authorities selected on the General Info tab. 
Tax inputs fall into 3 categories:

Assignment - defaulted…

Cost Estimate Wizard: Tax Calc Inputs Tab

The General Info tab collects and displays the basic information needed to proceed with cost estimate calculation. 

The majority are defaulted from data already captured in other areas of the…

Cost Estimate Wizard: General Info Tab

Configuration Guides

Question: I have run the Calculation Detail Report and it is blank.

Answer: The Calculation Detail Report shows as blank when an input impacting the tax costs has been updated,…

Why is the Calculation Detail Report Blank for Cost Estimate?

Question: I have run the Compensation Calculation Detail Report and the dropdown is blank.

Answer: The Compensation Calculation Detail Report shows as blank when an input impacting the tax costs has

Why is the Compensation Calculation Detail Report Blank for Compensation Calculation?

You can add extension costs by copying the original Cost Estimate and adding the extended period. Some manual manipulating will be required on the Cost Estimate Wizard as detailed below.…

Cost Estimates - How to add extension costs to Total Costs for an existing Cost Estimate

To calculate a Cost Estimate for an extension period, create a Cost Estimate for the extension period if the focus if on the additional costs only.   Because the assignment start…

Cost Estimates - How to calculate a Cost Estimate for an extension period

Frequently Asked Questions

The Tax Engine is the Equus Platform's solution for calculating tax costs.

Uses
It powers tax calculations for Cost Estimates including What If Cost Estimates (WICE), and Compensation Calculations, B

Tax Engine Overview

The map and table below summarize all 155 countries supported by the Equus Tax Engine from v.25.6. 

Afghanistan
Dominican Republic*
Kuwait*
Puerto Rico


Albania
Ecuador
Lao People's Democratic Repub

Supported Authorities

The table below summarizes all subauthorities supported by the Equus Tax Engine from v.25.5.
 




United States of America


Canada


Switzerland



Alabama
Montana
Alberta
Aargau


Alaska
Nebraska
B

Supported Subauthorities

 
The table below summarizes the functionality supported by the Enhanced and Essential tax estimator types available in the Tax Engine. 
 




SUPPORTED FEATURES


ENHANCED


ESSENTIAL




Tax Rates

Enhanced vs Essential Tax Estimator Features

Overview

This article provides an overview of the standard reports available in the compensation calculation module.
Assignment Compensation Calculation Report
This report summarizes the annual net income, inc

Compensation Calculation Reports

This glossary lists key terms used within the cost estimate and compensation calculation modules &amp; reports.




Term


Definition




Allowances

Assignment benefits, whether direct payments or re

Glossary

Last updated for v.24.5
This guide demonstrates how users can reconcile the hypothetical taxes displayed on the Compensation Calculation Detail report to the Assignment Compensation Calculation report

Guide to Calculation Details - Compensation Calculation

All tax calculations performed by the tax engine utilise annual (calendar year) rates &amp; tables. Home country tax costs are automatically pro-rated for partial years. Host country tax costs relate

How Are Tax Costs Pro-Rated for Partial Years?

Last updated for v.22.3
This interactive guide explains how hypothetical taxes are allocated between variable and fixed compensation in partial periods.
Purpose
This guide explains how the Tax Engine

Guide to Calculation Details - Fixed Compensation

Last updated for v.21.5
Common questions include “Where does this tax number come from?” or “How did the Tax Engine calculate this tax”?
This interactive guide demonstrates how the Cost…

Guide to Calculation Details - Grossup Only

This article provides an overview of the standard reports available in the cost estimate module. 
Cost Estimate (Years 1-6)
This report summarizes the cost of the move. 
Available report parameters…

Cost Estimate Reports

Last updated for v.22.4
Common questions include "Where does this tax number come from?" or "How did the Tax Engine calculate this tax?".
This interactive guide is intended to show…

Guide to Calculation Details - Equalization

Review Guides

The video below provides an overview of the Tax Engine’s calculation for the United Kingdom. It covers the following sections within the Cost Estimate report:
Calculation Details
Income Tax Details…

United Kingdom Tax Engine Overview

Tax Engine Overviews

This page is reviewed &amp; updated every Friday. Further details are available in the Tax Engine Release Notes. Last reviewed: April 3, 2026Scheduled Release Datesv.26.3 - May 28, 2026

Upcoming Tax Updates

Update Plan

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