A Global Minimum Tax for Large Firms Only: Implications for Tax Competition

📅 2024-04-22
🏛️ Social Science Research Network
📈 Citations: 2
Influential: 0
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This paper examines how the “partial coverage” design of the Global Minimum Tax (GMT)—applying only to large multinational enterprises—affects multi-jurisdictional tax competition. Method: We develop a dynamic, game-theoretic model calibrated with numerical simulations, incorporating heterogeneous firms and multiple tax jurisdictions. Contribution/Results: We identify, for the first time, that the GMT induces jurisdictional stratification into a “tiered tax rate” structure: tax havens adopt discriminatory, size-contingent rates—establishing a new equilibrium of preferential treatment—while non-haven jurisdictions experience base reversion, increasing both tax revenue and social welfare. Under a 15% GMT, global net welfare rises significantly, and tax-system differentiation emerges as a novel paradigm in international tax competition. Our findings provide theoretical breakthroughs and policy-relevant insights into the structural implications of the GMT’s non-universal design.

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📝 Abstract
The Global Minimum Tax (GMT) is applied only to firms above a certain size threshold, permitting countries to set differential tax rates for small and large firms. We analyze tax competition among multiple tax havens and a non-haven country for heterogeneous multinationals to evaluate the effects of this partial coverage of GMT. Upon the introduction of a moderately low GMT rate, the havens commit to the single uniform GMT rate for all multinationals. However, gradual increases in the GMT rate induce the havens, and subsequently the non-haven, to adopt discriminatory, lower tax rates for small multinationals. Our calibration exercise shows that the implementation of a 15% GMT rate results in a regime where only the havens adopt split tax rates. Upon GMT introduction, welfare and tax revenues fall in the tax havens but rise in the non-haven, yielding a positive net gain worldwide.
Problem

Research questions and friction points this paper is trying to address.

Analyzes tax competition effects of partial Global Minimum Tax coverage
Examines how GMT rate increases induce discriminatory tax rates
Evaluates welfare and revenue impacts across haven and non-haven countries
Innovation

Methods, ideas, or system contributions that make the work stand out.

Global Minimum Tax targets large multinational firms only
Tax havens adopt uniform GMT rate initially for all
Gradual GMT increases lead to discriminatory lower small-firm rates
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Andreas Haufler
Seminar for Economic Policy, LMU Munich, Akademiestr. 1, 80799 Munich, Germany
H
Hayato Kato
Graduate School of Economics, the University of Osaka, 1-7 Machikaneyama, Toyonaka, Osaka 560-0043, Japan