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The Impact of Taxation on the Location of Capital, Firms and Profit: a Survey of Empirical Evidence

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Author Info
Michael P Devereux (Oxford University Centre for Business Taxation, IFS, CEPR and CESifo)

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Abstract

A substantial empirical literature has grown up in the last two decades, investigating the determinants of flows of capital and the income from capital, and specifically the impact of taxation on such flows. This paper surveys this empirical evidence. Research has progressed rapidly over the last few years, and there are promising signs that it is beginning to overcome two weaknesses that were especially apparent in the earlier literature. First, until recently, there has been a lack of detailed microeconomic data available; most researchers have been forced to use aggregate data, which cannot account for differences between companies, industries, or in some cases, countries. The growing availability of more detailed data is summarised in the Data Appendix. Second – a weakness which arises partly out of the first – is that there has generally been a lack of structural modelling which enables the researcher to more carefully frame and test hypotheses. The literature has instead relied mostly on estimating reduced form models, using the most easily acquired data. The paper begins by asking what questions should be of most interest to policy makers. Given that multinationals may have a significant impact on economic welfare, this survey covers papers which examine the impact of taxation on a number of decisions taken by multinational companies. In particular, it surveys empirical research on the influence of taxes on: discrete location choices; capital expenditure decisions of affiliates; the overall allocation of capital across countries; differences in the rates of profit across countries; financial and organisational form decisions, especially the use of debt and the form and size of income repatriated to the parent; and intrafirm transfer prices and trade.

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Publisher Info
Paper provided by Oxford University Centre for Business Taxation in its series Working Papers with number 0702.

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Date of creation: 2007
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Handle: RePEc:btx:wpaper:0702

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This paper has been announced in the following NEP Reports: This item is featured on the following reading lists:
  1. European Public Finance (ECON-O-403)
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  1. Andreas Haufler & Alexander Klemm & Guttorm Schjelderup, 2006. "Economic Integration and Redistributive Taxation: A Simple Model with Ambiguous Results," CESifo Working Paper Series CESifo Working Paper No. , CESifo Group Munich. [Downloadable!]
  2. Christian Keuschnigg, 2008. "Corporate Taxation and the Welfare State," Working Papers 0813, Oxford University Centre for Business Taxation. [Downloadable!]
    Other versions:
  3. Peter Egger & Simon Loretz & Michael Pfaffermayr & Hannes Winner, 2008. "Firm-specific Forward-looking Effective Tax Rates," Working Papers 0811, Oxford University Centre for Business Taxation. [Downloadable!]
  4. Peter Egger & Simon Loretz & Michael Pfaffermayr & Hannes Winner, 2006. "Corporate Taxation and Multinational Activity," CESifo Working Paper Series CESifo Working Paper No. , CESifo Group Munich. [Downloadable!]
    Other versions:
  5. Johannes Becker & Clemens Fuest, 2008. "Tax Competition – Greenfield Investment versus Mergers and Acquisitions," CESifo Working Paper Series CESifo Working Paper No. , CESifo Group Munich. [Downloadable!]
  6. Salvador Barrios & Harry Huizinga & Luc Laeven & Gaëtan Nicodème, 2008. "International Taxation and Multinational Firm Location Decisions," Working Papers CEB 08-037.RS, Université Libre de Bruxelles, Solvay Brussels School of Economics and Management, Centre Emile Bernheim (CEB). [Downloadable!]
    Other versions:
  7. Andreas Haufler & Alexander Klemm & Guttorm Schjelderup, 2008. "Economic integration and the relationship between profit and wage taxes," Working Papers 0810, Oxford University Centre for Business Taxation. [Downloadable!]
    Other versions:
  8. Johannes Becker & Clemens Fuest, 2007. "Corporate Tax Policy and International Mergers and Acquisitions – Is the Tax Exemption System Superior?," CESifo Working Paper Series CESifo Working Paper No. , CESifo Group Munich. [Downloadable!]
  9. Dhammika Dharmapala & James R. Hines Jr., 2006. "Which Countries Become Tax Havens?," NBER Working Papers 12802, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
    Other versions:
  10. Overesch, Michael, 2006. "Transfer pricing of intrafirm sales as a profit shifting channel : evidence from German firm data," ZEW Discussion Papers 06-84, ZEW - Zentrum für Europäische Wirtschaftsforschung / Center for European Economic Research. [Downloadable!]
  11. Overesch, Michael, 2007. "The Effects of Multinationals? Profit Shifting Activities on Real Investments," ZEW Discussion Papers 07-071, ZEW - Zentrum für Europäische Wirtschaftsforschung / Center for European Economic Research. [Downloadable!]
  12. Thiess Buettner & Nadine Riedel & Marco Runkel, 2008. "Strategic Consolidation under Formula Apportionment," Working Papers 0827, Oxford University Centre for Business Taxation. [Downloadable!]
    Other versions:
  13. Michael Broer, 2008. "Gestaltungsmöglichkeiten der Stadtstaaten bei gegebener Steuersatzautonomie für die Körperschaftsteuer: eine empirische Analyse," Discussion Papers of DIW Berlin 768, DIW Berlin, German Institute for Economic Research. [Downloadable!]
  14. Dhammika Dharmapala, 2008. "What Problems and Opportunities are Created by Tax Havens?," Working Papers 0820, Oxford University Centre for Business Taxation. [Downloadable!]
    Other versions:
  15. Giorgia Maffini & Socrates Mokkas, 2008. "Transfer-pricing and Measured Productivity of Multinational Firms," Working Papers 0817, Oxford University Centre for Business Taxation. [Downloadable!]
  16. Johannes Becker & Nadine Riedel, 2008. "Cross-Border Tax Effects on Affiliate Investment - Evidence from European Multinationals," Working Papers 0816, Oxford University Centre for Business Taxation. [Downloadable!]
  17. Georg Wamser, 2008. "The Impact of Thin-Capitalization Rules on External Debt Usage – A Propensity Score Matching Approach," Ifo Working Paper Series Ifo Working Paper No. 62, Ifo Institute for Economic Research at the University of Munich. [Downloadable!]
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