Active and passive income tax optimization studies

At UR we carry out consultancy and business management as experts in international taxation. We work in many countries: Spain, Mexico, Colombia, Peru, Brazil and Chile. For this reason, we help you with Active and passive income tax optimization studies in an optimal and reliable way due to our staff’s experience.

What is an Active and passive income tax optimization study?

Known as “Active and passive income tax optimization study”, this is the study of the norms and tax obligations in one or many countries aiming to fulfil them by paying a tax in an optimal way. For this, it is necessary to develop an active income analysis (group of income obtained by commerce, business, professional or work in which someone is actively involved) and passive income analysis (the income a taxpayer receives for leasing or interest payment to financial institutions) of an institution during a set period and a solid knowledge of the local and international taxations norms.

At UR Global we will analyse both your active and passive income since we are experts on international taxation in business consultancy for perfect tax optimization. We possess vas experience in the area and we will help you solve your issues.

How can we help you?

If you want to make an inquiry about our services for business management, please fill out the inquiry form. 

In the internationalization processes, it is essential to have a consulting business to help the company to know keys and risks at the accounting, legal, labor and tax level in order to comply with all the obligations and avoid unpleasant surprises, due to ignorance and bad advice.

Active and passive income tax optimization studies carried out by UR Global

At UR Global, we offer Annual Tax Optimization to each of our 400 clients, as well as many other companies that hire us to develop specialized international taxation optimization. We advise companies to optimize the fulfilment of tax obligations.

Since our foundation in 2002, we have dedicated ourselves to study and analyse the tax and fiscal norms in the seven countries where we operate with our own equipment and offices (Spain, Mexico, Portugal, Brazil, Colombia, Chile and Peru. From where we help our clients in their companies’ tax optimization processes based on Double Taxation Agreements (DTA) among countries. This continuous work and experience with clients from different areas has allowed us to become specialists in international taxation and have a unique taxation knowledge in the region to ideally optimize taxation of active and passive income in business consultancy.

Our staff is thoroughly specialized in international taxation of Spanish companies in Latin America. Moreover, they are careful with the new local taxation norms for each country and the updates on treaties and Double Taxation Agreements for an appropriate tax optimization.

What is the process of an active and passive income tax optimization study?


At UR Global we work swiftly to solve queries because we know the best options for tax optimization of a company that works in many countries. This is thanks to our knowledge in local norms and DTA review carried out by our team of experts in international taxation. We also offer a fast solution and monitoring through our consultancy for businesses.


Therefore, the client receives an answer about the circumstances for billing and where from, based on local and international laws and supported by Transfer Pricing Studies that endorse the operations.

Frequently Asked Questions About Tax Optimization

The Tax Optimization study is performed at the end of the year before the annual closing. We recommend an annual study. So far, we have annually studied eat of our 400 clients with an Active and passive income tax optimization study. We have also done so with our regular clients who usually hire our services.

We suggest performing a pre-closing which allows us to obtain the customer’s active and passive income. During the second phase before the closing, tax optimization strategies, which allow the fulfilment of the client’s obligations, are applied.

The tax optimization study is based on the tax norms of the countries where the client operates, as well as Double Taxation Agreements which allow the legal performance of optimization strategies due to standing above the local tax law.

Carrying out this active and passive income optimization study and applying suggestions offered by UR Global and our experts in international taxation allows optimization of the tax expenditure that the partnership would have at the end of the year.

It is highly recommendable due to the knowledge acquired by UR Global in the region, we can also analyse the different existing agreements in the countries where the company operates.

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