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Record W4405301559 · doi:10.2308/jata-2023-006

Is Silence Golden? An Investigation of Zero Unrecognized Tax Benefit Firms

2024· article· en· W4405301559 on OpenAlexaff
Kimberly S. Krieg, Ryan J. Wilson, Kaishu Wu

Bibliographic record

VenueJournal of the American Taxation Association · 2024
Typearticle
Languageen
FieldBusiness, Management and Accounting
TopicCorporate Taxation and Avoidance
Canadian institutionsUniversity of Waterloo
Fundersnot available
KeywordsScrutinyZero (linguistics)Tax havenEconomicsShock (circulatory)Monetary economicsWarrantEarningsCeteris paribusAccountingPublic economicsFinancial economicsLawDouble taxationTax avoidancePolitical scienceMicroeconomics

Abstract

fetched live from OpenAlex

ABSTRACT We find over 31 percent of U.S. firms report a zero ending balance for their unrecognized tax benefits (UTBs). We refer to these firms as zero UTB firms and explore explanations for their prevalence. We find zero UTB firms are less complex than positive UTB firms. Specifically, they are smaller, less profitable, have less R&D and foreign earnings, and fewer operating segments and XBRL tags. We also find some evidence that these firms have less efficient tax departments. When splitting zero UTB firms by tax haven activity, we find that those with haven operations are more aggressive in their financial reporting than haven firms with positive UTBs. We also find that zero UTB firms both with and without tax haven operations are subject to less IRS scrutiny than positive UTB firms. Overall, although zero UTB firms are generally less complex, our results suggest that a subset may warrant further scrutiny. JEL Classifications: H25; H26; H32; M41; M48.

Fetched live from OpenAlex and de-inverted. Abstracts are not stored in this database: the inverted indexes are 8.6 GB of the frame’s 9.3 GB of text, and the host has 13 GB free.

How this classification was reachedexpand

Full frame distilled prediction

Teacher imitation

Not calibrated prevalence, not ground truth. Human validation pending. Learned from the 10,348 direct Codex labels and 10,348 direct Gemma labels. Candidate is the union of thresholded teacher heads; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels or direct frontier model labels.

metaresearch head score (Codex)0.001
metaresearch head score (Gemma)0.002
Version: codex-gemma-dda1882f352aValidation status: machine_predicted_unvalidated
Candidate categoriesnone
Consensus categoriesnone
DomainCandidate signal: none · Consensus signal: none
Study designCandidate signal: Observational · Consensus signal: Observational
GenreCandidate signal: Empirical · Consensus signal: Empirical
Teacher disagreement score0.064
Threshold uncertainty score0.344

Codex and Gemma teacher scores by category

CategoryCodexGemma
Metaresearch0.0010.002
Meta-epidemiology (narrow)0.0000.000
Meta-epidemiology (broad)0.0000.000
Bibliometrics0.0000.001
Science and technology studies0.0000.000
Scholarly communication0.0000.002
Open science0.0000.000
Research integrity0.0000.000
Insufficient payload (model declined to judge)0.0000.000

Machine scores (provisional)

The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.

Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.

Opus teacher head0.018
GPT teacher head0.246
Teacher spread0.228 · how far apart the two teachers sit on this one work
Validation statusscore_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from it

Classification

machine, unvalidated

Machine predicted; a candidate call from one teacher head, not a consensus.

The models applied no category: nothing in the taxonomy fit this work.
Study designObservational
Domainnot available
GenreEmpirical

How this classification was reached, model by model and score by score, is at the end of the page under "How this classification was reached".

Quick stats

Citations1
Published2024
Admission routes1
Has abstractyes

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