Transfer pricing: customs valuation cases with retroactive price adjustments

Mark K. Neville, Jr.
Mark K. Neville, Jr.
Principal, International Trade Counsellors, United States of America
Published 31 Jul 2025

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In this expert commentary, Mark K. Neville, Jr. (Principal, International Trade Counsellors) examines the CJEU's Tauritus judgment and what it means for customs valuation in transfer pricing cases involving retroactive price adjustments — essential viewing for customs and trade compliance professionals working with related-party pricing.

Topics covered:

  • The Tauritus case: a formula-based, provisional-price (not transfer pricing) dispute, and why paragraph 60 of the judgment matters
  • US legal background on formula-based pricing and post-entry rebates under the transaction value method
  • The US customs reconciliation program and its use for provisional pricing and later transfer pricing studies
  • A 2012 US customs ruling setting out five criteria for recognizing upward and downward compensating adjustments
  • The WCO's progression of guidance: Commentary 4.1 (1982) on price review clauses, Commentary 23.1 (2010), and case studies 14.1 through 14.4 on compensating adjustments and transaction value
  • How Tauritus compares with the Hamamatsu decision, including the role of advance pricing agreements (APAs) and the pre-UCC/UCC distinction
  • Practical takeaways for structuring transfer pricing policies to support transaction value and post-importation price adjustments in the EU

For a broader overview of the topic, please watch the full recording. The slides are available in the Resources section.

Please note that this summary was generated using AI, based on the recording and available slides.

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