Public Governance, Administration and Finances Law Review Vol. 7. No.  1. (2022) • 21–37 .

©  The Author 2022

DOI: 10 .53116/pgaflr .2022 .1 .2

Anti-Crisis Fiscal Adjustment under the Conditions 
of Martial Law and Post-War Recovery in Ukraine

Tetiana Iefymenko*¤

* Full Professor, President of the Academy of Financial Management, Kyiv, e-mail: afukyiv@ukr .net

Abstract: In global practice, uncontrolled imbalances in the fiscal space are a  real threat to 
a  country’s financial security in the context of the new economic reality; destabilisation 
challenges as well as the risks of the spread of crisis phenomena under the conditions of 
uncertainty and geopolitical conflictogenity . Applying the results of theoretical and practical 
research based on the methods of factual and statistical analysis, it  was determined that under 
conditions of modern full-scale turmoil, all components of fiscal regulation should be focused on 
the priorities of resilience in the period of martial law and sustainable development in post-war 
recovery . As a  candidate for acceding the European Union, Ukraine will carry out reforms that 
will bring the country closer to world standards in all areas of financial relations . Therefore, the 
processes of reforming tax systems, including administrative regulations, should be focused on 
solving systemic institutional problems of change management .

Keywords: fiscal regulation, taxation, crisis, monetary policy

1. Introduction

The processes of reforming tax systems, including administrative regulations, should be 
focused on solving systemic institutional problems of change management . The general 
vector of state regulation in Ukraine, as well as in other countries with transition econo-
mies (see Economics Online, 2020; UNECE, 2022), should, as in national interest, be 
aimed at balancing the function of redistributing newly created values, in accordance 
with the priorities of countering the threats of wartime and with the aims of post-war 
sustainable development . It comes to the proportionality of the scale of mandatory pay-
ments to the revenue part of the budgets of all levels to the necessary military 
expenditures, as well as to the volume of services rendered to households, economic 
agents and other subjects of legal relations, which is guaranteed by the Constitution of 
a  particular country . At the same time, the coordination of the network of structural 
divisions of global multinational companies (MNCs), and their financial and banking 
divisions should be built in such a  way that fiscal planning is used in compliance with 
the law (Iefymenko, 2020), as well as in order to mobilise significant resources for inno-
vative renewal of production through the use of high technologies . The opportunistic 

https://doi.org/10.53116/pgaflr.2022.1.2
https://orcid.org/0000-0002-9163-3959
mailto:afukyiv@ukr.net


22 Tetiana Iefymenko

Public Governance, Administration and Finances Law Review • Vol. 7. No.  1. 

behaviour of stakeholders in the shadow sector, as well as of many taxpayers, often pre-
vents the transparent rules of compliance with international norms and regulations 
accepted in the world from receiving support in a  society and in parliamentary struc-
tures . This is often facilitated by inertia in the effective legislation regarding the 
predominance of formal procedures over the substance of taxable transactions; unfair 
tax burden, problems of carrying out accounting and reporting ; and the lack of account-
ability of representatives of fiscal authorities for losses of legal entities, for example, in 
the case of untimely reimbursement of value added tax .

In connection with the acquisition of the status of a candidate for accession to the 
European Union, the strategic goals of Ukraine’s future membership in the EU have been 
determined in the space-time dimension, which, in particular, provide for compliance 
with the European conceptual framework for tax policy coordination . Over the past ten 
years, the implementation of the EU – Ukraine Association Agreement (see Official 
Journal of the European Union, 2014), as well as other international obligations, has been 
accompanied by the consistent implementation of the following provisions: fiscal manage-
ment on the principles of transparency, information exchange, fair tax competition; 
improvement and development of the tax system and tax authorities of Ukraine (enhance-
ment of collection and control capacities with emphasis on VAT refund procedures, tax 
fraud control, tax evasion); exchange of experience and harmonisation of policies to 
combat tax fraud; gradual approximation to the tax structure defined in the EU acquis . 
Modern transformations in the fiscal and monetary sectors of the economy must take 
place on the basis of established supranational postulates, norms and regulations: stability, 
predictability, effective administration; supporting the competitiveness of economic 
agents in the world; coordinating taxation with the main principles of developing the 
market economy; regulating transfer pricing ; and harmonising national and fiscal policies 
with EU directives and treaties . At the same time, if due to martial law, legislative acts (for 
example in the field of taxation), which differ from European standards, are adopted, it is 
necessary to introduce relevant procedures for their approval by the EU and the interna-
tional community .

In global practice, uncontrolled imbalances in the fiscal space are a  real threat to 
a country’s financial security in the context of the new economic reality, uncertainty and 
modern geopolitical conflictogenity . The risks of the spread of crisis phenomena demon-
strate complex interactions with political measures from a short-, medium and long-term 
perspective .

Sustainability of public finance is impeded by soaring interest rates, guaranteed 
protection of vulnerable social strata from the aftermath of high food and energ y prices 
or by rising defence expenditure . At the same time, vulnerability to the shocks of prices 
on natural resources, which add to inflation and economic instability, is enhanced by 
delays in measures to counteract the climate crisis . Moreover, investments in climate transi-
tion face obstacles due to the reduction of budget opportunities .



23Anti-Crisis Fiscal Adjustment under the Conditions of Martial Law and Post-War Recovery in Ukraine

Public Governance, Administration and Finances Law Review • 1. 2022

2. Fiscal regulation in Ukraine in the context of modern 
geopolitical challenges and growing uncertainty

The interpretation of the phenomenon of uncertainty and its most essential components 
is discussed in the works of classic (Bernanke, 1983; Romer, 1990; Ramey & Ramey, 
1995), as well as modern scientists (Bachmann & Bayer, 2013; Berger et al ., 2016; Ilut 
& Schneider, 2014; Basu & Bundick, 2017), which focus on unpredictable financial and 
price market factors, the spontaneous influence of which, within the framework of the 
global and national economic space of the 20th and early 21st century, led to large-scale 
cyclical shocks . As a result, a sharp drop in production, job losses, a slowdown in invest-
ment processes, decreasing in demand, and level of well-being were periodically 
observed . Many researchers (Arellano et al ., 2016; Caggiano et al ., 2017) in addition, 
emphasised that, in the conditions of financial crises, effects multiplying the turbulent 
consequences of uncertainty became widespread .

After the inevitable failure in 2020, the International Monetary Fund (2021) esti-
mated that global and regional recovery continued in 2021, but, due to the difficult 
epidemiological situation, its pace slowed down amid high levels of uncertainty .

During this period, uncertainty declined due to the spread of Covid-19, though its 
trends were less intensive . At the same time, many countries experienced the long-term 
negative consequences of the pandemic: a decrease in household incomes, an increase in 
the level of poverty, inflation, a shortage of financial resources, etc . In Ukraine, against the 
background of crisis disruptions due to pandemic phenomena, it was expected that in 
2021 the fall in GDP of previous years would be covered, and the steady development of 
the economy in the forecast periods would make it possible to reduce inflation to the 
desired mark of 5% by the end of 2022 .

Back in January, reputable international organisations predicted an intensification of 
the global economic recovery from the second quarter of this year after the short-term 
impact of the “omicron” stem (International Monetary Fund, 2022a) .

In 2022 the war in Ukraine, as well as targeted sanctions, not only shattered the 
expectations of economic agents regarding economic recovery, but also caused another 
significant slowdown in world economic growth .

At the beginning of the current year, the global economy had not yet fully improved 
after the Covid-19 pandemic, but was regenerating with significant differences between 
the recovery paths of developed economies, on the one hand, and emerging and devel-
oping markets on the other . In addition to the war, the epidemiological consequences also 
led to a slowdown in business activity . Structural relationships in global integrated supply 
chains have been disrupted, exacerbating the risks of cascading global failures . In turn, 
accelerating inflation has led to a  tougher monetary policy in many countries . 
Undoubtedly, the war will greatly delay the recovery of the world economy, slowing down 
development, and further accelerating rising prices, as well as risks to economic 
prospects .



24 Tetiana Iefymenko

Public Governance, Administration and Finances Law Review • Vol. 7. No.  1. 

It is important to note that the spring forecast of the International Monetary Fund 
(2022b) assumed that the conflict will not go beyond the borders of Ukraine, that further 
sanctions against Russia will not affect the energ y sector (although the base scenario took 
into account the consequences of the decision of European countries to gradually abandon 
Russian energ y resources and the embargo announced before 31 March 2022) . At the 
same time, it suggested that the impact of the pandemic on health care and the economy 
will weaken during 2022 . Life has confirmed that the tendencies of increasing conflict in 
various dimensions significantly hinder the search for compromise solutions in the field 
of economic policy . In addition to the direct humanitarian consequences, the significant 
reduction in the economy of many countries will lead to the spread of negative secondary 
effects all over the world through resource markets, trade and financial channels . According 
to international analysts, a tentative recovery in 2021 has been followed by increasingly 
gloomy developments in 2022 as risks began to materialise . Global output contracted in 
the second quarter of this year, owing to downturns in China and Russia, while U .S . 
consumer spending undershot expectations .

It is obvious that there will be a  sharp double-digit decline in Ukraine’s GDP 
(according to various forecasts, from 30 to 45% – depending on the scenario of further 
developments), as well as rising inflation (at least 20%) .

Global economic growth is projected to slow from 6 .1% (estimated) in 2021 to 3 .6% 
in 2022 and 2023 . That is by 0 .8 and 0 .2 percentage points respectively lower than the 
forecast for 2022 and 2023 in the January issue of the World Economic Outlook 
(International Monetary Fund, 2022c) . After 2023, the world economy is projected to 
decline to about 3 .3% in the medium term .

The crisis associated with the war in Ukraine is significantly different from many 
economic crises that we observed in the second half of the 20th and early 21st century . 
Russia’s military invasion is accompanied by losses of human capital, and destabilisation 
of commodity markets . Long-term losses are expected to be much higher in emerging and 
developing countries than in developed economies .

Fiscal policy plays a special role when the situation develops unfavourably . It can 
protect the most vulnerable from the impact of high and rising food and energ y prices on 
household budgets . More generally, government responses will be shaped against a chal-
lenging backdrop of high and rising inflation, economic slowdowns, high levels of debt 
and tightening credit conditions . Fiscal constraints are getting tighter as central banks 
raise interest rates to fight inflation .

At the complex background of high and soaring inflation, the slowing pace of 
economic development, high indebtedness levels and tightened loan conditions, the 
government will have to shape its countermeasures . As central banks increase interest rates 
to curb inflation, budget restrictions become even tougher . Tax and monetary policy is of 
special importance in the event of unfavourable outcomes . It can protect the most vulner-
able household budgets from the results of high and rising food and energ y prices .

At present the uncertainty is still visible, but now it originates from war rather than 
the pandemic .



25Anti-Crisis Fiscal Adjustment under the Conditions of Martial Law and Post-War Recovery in Ukraine

Public Governance, Administration and Finances Law Review • 1. 2022

Taking into consideration the current forecast scenarios of the IMF regarding the war 
on the territory of Ukraine, sanction measures against the Russian Federation, the further 
impact of Covid-19 on health care and the economy, stagflation threats, production 
volumes and employment in the world will mostly remain lower until 2026 than those 
that existed before the pandemic .

The probability of new shocks, and a  qualitative deterioration of the structural 
consequences of economic turbulence at the mega-, macro- and micro-level due to the 
growth of uncertainty (Altig et al ., 2020; Coibion et al ., 2021; Johri et al ., 2020) are caused 
by, among other things, factors of behavioural origin . Well-known authors consider the 
term “ambiguity” (Ilut & Schneider, 2022), which identically reflects the ambiguity of the 
influence of beliefs, expectations, intuition, electoral and political events on economic 
decision-making under standard conditions of expected utility . Precautionary behaviour, 
as an element of uncertainty within business cycles, contributes to increased savings, 
reduced staffing, and reduced debt obligations, which coincides with fluctuations in asset 
prices .

It is therefore clear that, in the near future, the role of the regulatory function of taxes 
will grow . However, this trend will only be acceptable if the fiscal function of taxes is 
balanced with the interests of the world community, united around the goals of an early 
end to the war and innovative plans for post-war reconstruction .

3. Anti-crisis tax policy in the conditions of martial law  
and post-war recovery in the context of balancing  

the national financial and economic space

3.1. Conceptual principles of determining the size of the state through fiscal 
normalisation of the redistribution of newly created value in the economy

The national resource potential largely depends on the degree of balance of state 
finances .

The unstable character of the trends of the ratio of budget revenues and expenditures 
and GDP often proves the fragility of the potential for the development of the social and 
economic system . The dynamics of such kinds of indicators in different countries and in 
Ukraine (see Figures 1 and 2) fully reflect the global shocks, destabilisation caused by 
borrowing, currency, tax and budget turbulence, as well as social disorder . Decrease in 
income with a  simultaneous increase in expenditures is typical of the crisis period of 
2009–2010 and the peak of the 2020 pandemic . The last crisis two years ago showed the 
importance, in the context of globalisation, of the common accord and responsibility of 
all nations to contribute to the just recovery and resilience of the post-pandemic world .



26 Tetiana Iefymenko

Public Governance, Administration and Finances Law Review • Vol. 7. No.  1. 

48,0

44,0

40,0

36,0

32,0

28,0

24,0

%
 o

f G
D

P

20
08

20
09

20
10

20
11

20
12

20
13

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17

20
18

20
19

20
20

20
21

20
22

20
23

20
24

20
25

20
26

20
27

Fact The IMF Forecast

Ukraine European Union Advanced economicsEmerging market and developing economics

Figure 1. General Government Revenue, % GDP
Source: Compiled by the author.

56,0
52,0
48,0
44,0
40,0
36,0
32,0
28,0
24,0

%
 o

f G
D

P

20
08

20
09

20
10

20
11

20
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20
13

20
14

20
15

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20
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20
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20
20

20
21

20
22

20
23

20
24

20
25

20
26

20
27

Fact The IMF Forecast

Ukraine European Union Advanced economicsEmerging market and developing economics

Figure 2. General Government Expenditure, % GDP
Source: Compiled by the author.

In 2021, the basic components of the new world policy started to form .
Compared to previous crises last year, Ukraine has shown greater resilience to global 

and national shocks . The recovery of the economy was observed, which made it possible 
to compensate almost completely for the decline the year before last . The domestic finan-
cial system demonstrated its resilience to shocks .

Forecasts and expectations of global stabilisation were destroyed in February this year . 
In the near future, we are likely to see a  recession at both global and national levels . 
Accordingly, governments are likely to be forced to increase their debt burdens as well as 
consolidated budget deficits . The sharp rise in inflation, together with the manifestations 
of stagnation, is one of the key factors influencing decisions on the appropriateness of 
regulating the tax burden, taking the factors of income inequality and human well-being 
into account .

Indicators of the redistribution of newly created value through state and local budgets 
characterise the size of existing states to some extent .



27Anti-Crisis Fiscal Adjustment under the Conditions of Martial Law and Post-War Recovery in Ukraine

Public Governance, Administration and Finances Law Review • 1. 2022

For instance, in the European Union, where the share of the state is consistently 
higher than 40%, which is primarily characteristic of “welfare states”, the transformation 
of various areas of government demonstrates a productive impact on the market environ-
ment through developed economic institutions based on political consensus . At the same 
time, the crises of the 21st century have shown that, despite the growing importance of 
centralised management decisions, a number of basic functions of many states have been 
performed with low efficiency . The gap between the benefits of the population from public 
spending on free services and high taxes and the dynamics of debt obligations grew, which 
was often accompanied in various countries by a low efficiency of government programs . 
Life has confirmed the veracity of the famous professor Ariely (2010) axiom that “free 
services are often the most expensive” .

All this led to the unification of the world community around the need to strengthen 
the principles of transparency and accountability in the field of public financial manage-
ment to a significant degree (International Monetary Fund, 2019) .

In Ukraine, at the beginning of the war, companies operating in the Russian-occupied 
zones accounted for almost half of GDP . It is obvious that neither they nor their employees 
will be able to pay taxes in the near future .

Due to the efforts of the global community, large Ukrainian ports on the shores of 
two seas have been unblocked in order to transport Ukrainian grain to deal with the food 
crisis . However, Ukraine’s logistic potential for export is extremely limited .

Taking into account the role of the economy in counteracting aggression, tax and 
customs rules have been simplified . The country’s financial capabilities have almost 
reached zero, while needs have grown exponentially . The mode of operation of public 
finances under martial law is therefore radically different from the usual . The government 
is allowed, at its discretion, to redistribute any expenditure to priority military areas if 
necessary . Bonds of domestic government loans, including military ones, are being issued . 
Within the framework of balancing with inflation risks, along with business entities and 
citizens, the National Bank of Ukraine will acquire them at the expense of money 
emission .

Our state under war conditions greatly depends on external financing and external 
borrowings . In the near future, almost half of the government spending will be covered by 
such borrowings and grants . The current need for external support is about $5 billion 
a month .

As such, we can conclude that Ukraine is currently undergoing economic degrada-
tion . The country will lack its own financial resources that are needed for its rapid post-war 
recovery . Ukraine’s economic dynamics will critically depend on external financial 
revenues .

It is obvious that the prospects for providing international assistance may sometimes 
be limited due to some objective factors of a political, economic and electoral nature, so, 
private foreign investment will be key to a speedy recovery . Receiving it requires a new 
economic doctrine . It can be assumed that Ukraine should already start getting ready for 
a corresponding reduction in budget funding, and large-scale restructuring of the entire 
system of public administration .



28 Tetiana Iefymenko

Public Governance, Administration and Finances Law Review • Vol. 7. No.  1. 

Within the state and local budgets of all levels, the challenges of destabilisation 
restrain the growth of expenses, despite the objective need to strengthen the administra-
tive measures of economic uplift and social support .

The action of market forces, which for centuries prevailed at all levels of the economy 
(in rural markets, in industry, trade, on capital stock exchanges), is rapidly transferred 
across state borders . Undoubtedly, the convergence of national economies with the help 
of foreign trade and financial flows, as well as the mobility of labour, knowledge and 
technologies, requires new approaches to anti-crisis regulation .

The public finances of Ukraine, compared to other developing European countries, 
are characterised by high levels of both revenues and expenditures .

Currently and in the future until 2023, the ratio of income and expenditure parts 
relative to GDP in Ukraine will be preserved with a gradual increase in the level of debt 
security . At the same time, it should be noted that, on average, the values of these indica-
tors in EU countries are now and in the future higher than in Ukraine, by approximately 
3–4% .

Strengthening the role of the state in evaluating and supporting positive processes of 
developing certain sectors of the economy is extremely important . In this context, the 
directions of national anti-crisis tax regulation should be considered . State support should 
be provided to enterprises of machine building, and the aerospace industry, which has the 
potential for a full technological cycle of creating space complexes, as well as passenger, 
military transport and civil transport aircraft . Equally important are the development and 
implementation of tax preferences for small and medium-sized businesses .

Although among the EU countries, their worst debt obligations are consistently high 
and exceed the average European indicators, it is not correct to compare their general state 
of affairs with others .

In the euro zone, they are protected by macroeconomic stabilisation measures from 
the sole regulator of the monetary sector, the European Central Bank .

In other words, in our opinion, despite the presence of many conflicting opinions 
regarding the future of the single currency in the European economic space, the gradual 
European movement of integrating Ukraine will in any case be a significant institutional 
factor in countering external and internal threats of destabilisation .

3.2. Tax risks of the state and organisations in conditions of martial law and 
turmoil of the national economy due to crisis1

Fiscal and budgetary regulation provides a set of institutional and political measures for 
the state with the aim of supporting business activity, curbing fluctuations in aggregate 
demand, and its impact on the level of employment, inflation and other macroeconomic 
indicators of the economy . It is clear that, in the current crisis, emerging market coun-
tries and low-income developing countries, which are net importers of energ y and food, 

1 See European Commission, 2016; OECD, 2004.



29Anti-Crisis Fiscal Adjustment under the Conditions of Martial Law and Post-War Recovery in Ukraine

Public Governance, Administration and Finances Law Review • 1. 2022

will suffer from higher world prices, which will put pressure on both economic growth 
and public finances .

In recent years, under the influence of internal and external factors, the impact of 
risks on the development of public finances has increased in most countries .

As a result, the tendency to unbalance them, to consolidate the balance sheets of the 
general public administration sector with significant deficits, and to accumulate public 
debt, have strengthened . The general stability of the national financial space is closely 
related to the state of the budget, the existing optimisation of financial flows and settle-
ment operations, as well as the degree of protection of the interests of the participants in 
contractual relations .

The security of the country largely depends on the organisational possibilities of 
preventing administrative and criminal offenses in the monetary and financial sector; 
large-scale outflows of capital abroad; and its “erosion” from the real sector of the economy .

It is necessary to take the established habits of taxpayers into account .
In particular, we are talking about socio-cultural traditions: whether it  is worth 

taking this or that risk for the sake of immediate or long-term benefits, or if it is necessary 
to insure against any potentially unexpected situations .

Therefore, the experience of the fiscal services of developed countries is of great 
importance for countries with a low tax culture from the point of view of strengthening 
the tax institution as a whole . For example, it is a well-known practice when regulatory 
acts single out transactions that are legal in themselves and do not entail taxation, but are 
carried out in aggregate only in order to avoid it . That is, it is considered that actions based 
on this technolog y of tax evasion, in fact, differ from a tax crime or its planning, as well as 
from sham contracts . In order to prove the incompatibility of this behaviour with the 
spirit and essence of tax rules, although it is absolutely legal in form, it is necessary to 
provide arguments that this or that operation was carried out without any significant 
consequences for business .

According to Coase and Williamson (1993), the amount of transaction costs largely 
depends on the quality of the mechanisms of adaptation to the changed conditions . The 
nature of adaptation to changes depends on the characteristics of the interaction between 
the contract participants . It is about either the market or the administrative order of 
interaction . At the same time, the transition from autonomous to coordinated adaptation 
is accompanied by an increase in costs and, also, the risk of so-called post-contract oppor-
tunism, when any of the participants can abandon their original intentions, convinced 
that, under new circumstances, it is no longer profitable for them . In other words, for the 
formation of norms and rules of behaviour within the framework of the fiscal space in 
order to avert the threats associated with the “tragedy of commons” (Hardin, 1968), it is 
necessary to create social institutions that can help to prevent difficulties caused by social 
dilemmas based on cooperative interactions .

Moreover, the desire to minimise the tax burden can be explained by the so-called 
rational expectations of the taxpayer . It is generally accepted that paying taxes is not 
beneficial to entrepreneurs from an economic point of view, and therefore, comparing 
estimates of the scale of the benefit received and the risks of punishment, they tend to hide 
the income that should be taxed . Rates of the tax burden, the probability of detection of 



30 Tetiana Iefymenko

Public Governance, Administration and Finances Law Review • Vol. 7. No.  1. 

the fact of evasion and the amount of fines are factors that determine the choice in the 
decision-making process by rational taxpayers (Allingham & Sandmo, 1972) . Some 
foreign scientists expanded this model, taking the specifics of the effect of various types of 
taxes, utility functions and the influence of corruption into account (Cremer & Gahvary, 
1994; Boadway, 1994) .

Compliance with formal taxation rules is closely related to solving the problem of 
improving the tax culture . An important area of improvement of national fiscal systems is 
therefore the formation of tax planning norms, not so much related to the optimisation 
of taxation, but to the need to manage tax risks . For the organising and planning on-site 
inspections in accordance with the best global practice, tax authorities currently use 
various technologies to identify risky areas in the activities of economic entities bordering 
on tax offenses . At the same time, the taxpayers are motivated to refuse tax minimisation 
tools voluntarily, as tax authorities make assessment criteria generally accessible . Therefore, 
comprehensive support for actions that improve the culture of tax planning is urgent . First 
of all, the key is increasing the level of economically justified tax legislation that meets the 
needs of modern development, reflecting in it the achievements of social sciences, signifi-
cant for the practice of regulation, which contribute to the achievement of important 
social results . The technical and legal improvement of the general state of legality needs 
to contribute to the gradual convergence with European supranational rules, to relieve the 
employees of the tax department of the task of minimising taxation, despite possible tax 
risks .

In this regard, the state’s policy in the field of tax planning should provide for 
methods of influencing business entities so that their behaviour corresponds to the public 
interests of the state . It is necessary to influence how the reaction of entrepreneurs to 
regulatory guidelines is formed both individually and in a group, and characteristic of 
a certain social group, industry, or mode . If the action of tax levers is accompanied by 
noticeable redistributive consequences, it  is necessary to monitor the probability of 
generating signals that lead to the emergence of opportunistic behaviour related to non-
payment of taxes on a constant basis . In the latter case, we are talking about the risks of 
a reduction in savings offers, which negatively affects the processes of forming share capital 
and the company’s activities as a whole . In any case, regardless of one or another regulatory 
sphere of the fiscal space, tax forecasting and administration are accompanied by both 
value criteria and cognitive processes .

In this context, it is important to develop certain standards of behaviour in the field 
of taxation among society, which will over time allow the internal needs of individuals to 
observe the laws to form .

To do this, the attitude of taxpayers to the work of fiscal authorities and tax legislation 
must be constantly assessed .

No less important are the features of the state and social system . The fact is that, with 
large amounts of shadow capital and the spread of corruption, as well as the presence of 
an oligarchic social class at the state level, completely asymmetric decisions can be made 
on the problems of the tax burden .

Therefore, one of the first positions in terms of post-war reconstruction in Ukraine 
is to comply with the European principle of tax justice . Such actions should be 



31Anti-Crisis Fiscal Adjustment under the Conditions of Martial Law and Post-War Recovery in Ukraine

Public Governance, Administration and Finances Law Review • 1. 2022

accompanied by the cohesion of society and the authorities around the goals of building 
a sustainable and resilient national socio-economic system .

The risks of non-payment of taxes depend on the rational, pragmatic choice of 
entrepreneurs with awareness of the possible threat of punishment or on the perception 
of taxes as a necessary source of public welfare (Becker, 1978; Pass et al ., 1988; Buchanan, 
1999) .

In the period after the introduction of the martial law regime in Ukraine, the 
approach to the provision of tax benefits was changed . The emergence of force majeure at 
the national level required the regulatory function of taxes on business activities to be 
strengthened . Such innovations should be accompanied by a  certain reformatting of 
measures to combat non-compliance with current norms and rules . It is an issue 
of strengthening standardised procedures for neutralising of such probable risks .

Since a number of systemic changes aimed at reducing the tax burden, primarily for 
small and medium-sized businesses, have been introduced, the strengthening of preventive 
measures is foreseen to prevent fake transactions in the field of activity of large and multi-
national companies, which are associated with aggressive tax planning . Undoubtedly, in 
the same context, on the basis of transparency and accountability based on modern digital 
technologies in the administration, analytical and control functions will be strengthened 
in relation to the quantitative and qualitative components of financial and non-financial 
information flows . This, on the one hand, will make it possible for the number of on-site 
tax audits not to increase, and on the other hand, it will contribute to the timely detection 
of probable fraudulent schemes for tax evasion .

It is considered appropriate to exempt from paying mandatory payments to the state 
and provide tax reporting to the subjects of the simplified taxation system with small 
volumes of business activity during martial law, when their activities cannot continue . At 
the same time, it is necessary for such taxpayers to resume reporting and paying of manda-
tory dues when it becomes possible to produce goods and services under martial law, or 
thereafter . In addition, precautionary measures are needed so that such benefits cannot be 
used by entrepreneurs whose activity in value terms exceeds the established limits .

In essence, the same reservations apply to entrepreneurs in the fields of big business 
and multinational companies, as it is possible for large business to pay 2% sales tax instead 
of corporate income tax and value added tax .

Within the framework of risk management, monitoring the use of such benefits must 
include the results of a quantitative assessment of the use of preferences under martial law . 
It should be borne in mind that, for example, the share of taxes from the activities of small 
business entities in Ukraine was up to 10% of local budget revenues before the war . In 
addition, with significant amounts of financial assistance from friendly states, Ukraine will 
demonstrate that domestic taxpayers are conscientious about their obligations .

A sharp decline in tax revenue during wartime in Ukraine has been accompanied by 
the growth of international financial support . Undoubtedly, to maintain a high level of 
trust in our state, the principles of transparency and accountability should be enhanced . 
Further cooperation between           business and public authorities will require common 
approaches to counteracting compliance risks . Hence, adopting and implementing further 
fiscal innovations should be based on better-informed decisions .



32 Tetiana Iefymenko

Public Governance, Administration and Finances Law Review • Vol. 7. No.  1. 

Such functions are usually entrusted to independent fiscal bodies created, for 
example, by the state Parliament, or to authoritative public organisations .

At the same time, it is worth considering that, according to Pillar 2 of the large-scale 
plan to reform the international tax system for large business – Statement on a Two-Pillar 
Solution to Address the Tax Challenges Arising From the Digitalization of the Economy 
(OECD, 2021) – the global minimum tax rate is 15% .

Figure 3 shows the data on the level of provision of expenditures of the consolidated 
budget of Ukraine with tax revenues in January–June 2022, which indicate a general trend 
of a  decrease in the absolute amount of tax revenues and an increase in state 
expenditures .

January February March

Tax revenue of the Consolidated Budget of Ukraine (bln UAH, left axis)
Expenditure of the Consolidated Budget of Ukraine (bln UAH, left axis)
The level of expenditure provision of the Consolidated Budget of Ukraine by the tax revenue (%, right axis)

April May June

400,0

200,0

0,0

200,0

100,0

0,0

b
ill

io
n

 H
A

U

%

128,9 88,5

41,8 39,7 46,3 30,1

82,1
112,2

77,394,4
137,5107,9

83,7
121,7

226,1
194,6

242,1
272,5

Figure 3. Level of ensuring the expenditures of the Consolidated Budget of Ukraine by tax revenues 
in January–June 2022, %

Source: Compiled by the author based on the indicators of the implementation of the 
Consolidated Budget of Ukraine in January–June 2022 (www .mof .gov .ua/uk/budget_2022-538) .

The indicator of ensuring expenditures of the consolidated budget of Ukraine align with 
tax revenues has a  general tendency to decrease . If, in January 2022 tax revenues 
exceeded consolidated budget expenditures by 28 .9%, then already in February the level 
of expenditure coverage by these revenues was 88 .5%, in March – 41 .8%, in April – 
39 .7%, in May – 46%, 3%, and in June – 30 .1% . Such low provision indicators indicate 
that, in the period analysed, non-tax revenues, in particular borrowing and international 
transfers, play a  large part in financing expenditures . The trend that has developed is 
extremely threatening from the perspective of ensuring the fiscal security of the state .

4. Harmonisation of fiscal and monetary policy: strengthening 
the resilience of the national economy

After the crises in 2008–2009 and 2020, the conceptual principles of the formation and 
implementation of monetary and fiscal policies, and their harmonisation as components 
of the protection of the financial security of the state were defined and improved .

http://www.mof.gov.ua/uk/budget_2022-538


33Anti-Crisis Fiscal Adjustment under the Conditions of Martial Law and Post-War Recovery in Ukraine

Public Governance, Administration and Finances Law Review • 1. 2022

Standardised immune mechanisms of diagnostics, independent examination, including 
public standards of correcting threatening signs in the activity of world and national finan-
cial and banking structures were implemented in modern management practice .

In accordance with threshold values identified with established and recognised 
 quantitative as well as qualitative indicators of operational activity, mandatory for the 
introduction of adapted monitoring and regulatory procedures, inter alia, has been provided . 
The problematic issue has become the need to standardise compliance control systems at all 
stages of the functioning of economic entities, as well as to impose fines or sanctions on those 
guilty of non-compliance with the rules in the regulatory and legal framework .

It should be emphasised that the strategic goals in the field of financial management 
are already being considered by the world community, in close connection with an 
in-depth analysis of financialisation trends .

Flexible exchange rates, where possible, can help cushion shocks . Excessive volatility 
or disorderly fluctuations in the value of the national currency can cause negative conse-
quences for the economic and financial balance . Therefore, we emphasise that it is also 
important to refrain from competitive devaluation and using exchange rate targets to 
obtain benefits . Thus, reliable economic determinants, sound policy and support for the 
stability of the international monetary system will contribute to active and sustainable 
economic growth based on balanced investment decisions .

Under the current conditions of martial law and the future post-war reconstruction 
in Ukraine, it is highly necessary to strengthen the resilience of the components of the 
fiscal and monetary space to exogenous shocks .

The dynamics of the discount rate of the National Bank of Ukraine rose from 10 to 
25% in June . At the beginning of the war, the transition from a flexible exchange rate 
policy to a fixed one was quite justified, as it made it possible to maintain stability in the 
foreign exchange market . However, fixing the official exchange rate has led to the risk of 
the money market falling apart into segments with the possibility of collecting speculative 
rents . In fact, there is a gap in exchange rate levels between the cash and non-cash markets, 
which creates incentives for exporters to seek offsetting schemes when disposing of foreign 
exchange earnings . In this way there are threats to increase the pressure of demand in the 
foreign exchange market as well as to adopt appropriate and inevitable decisions regarding 
the sale of currency from reserves . Therefore, during martial law and the aggravation of 
the budget deficit, a clear but painful step was taken for the market with a 2 .5-fold increase 
in the discount rate .

To prevent the economy from falling into vicious spiral of degradation, namely: rate 
increase – reduction of investments – technological lag – decrease in competitiveness – 
devaluation of the hryvnia – surge in inflation, unprecedented measures are being taken 
in the field of interaction between independent fiscal and monetary regulators, with the 
aim of a synergetic effect from this interaction . This applies primarily to interest rates on 
military bonds, stimulating import substitution and expanding domestic production with 
an increase in targeted lending to domestic businesses at acceptable interest rates . It should 
be borne in mind that the devaluation of the national currency, and the rise in world prices 
for food and raw materials have made a significant contribution to the current wave of 
inflation in Ukraine . The management of structural changes in the country will therefore 



34 Tetiana Iefymenko

Public Governance, Administration and Finances Law Review • Vol. 7. No.  1. 

be aimed at compliance with the principle of complementarity by the Government, central 
executive bodies and the National Bank .

Ukraine already has a program to support agricultural producers, as well as small and 
medium-sized businesses . It is also worth introducing special investment contracts or 
investment protection agreements between the state and enterprises as borrowers or other 
well-known instruments in world practice .

5. Conclusions

The signing of the EU – Ukraine Association Agreement in 2014 marked a new stage in 
the development of European–Ukrainian contractual relations, which provided for 
their transition to a qualitatively new level – from partnership and cooperation to politi-
cal association and economic integration . The entry into force of this Agreement, 
especially of the part related to accession to the free trade zone, and its ratification, have 
set new challenges for the state, including those in the context of improving existing 
regulations in the field of taxation .

Even taking into account all the risks of the new economic reality, broad international 
support for tax reforms in Ukraine, as well as consistent activities by all branches of 
government, together with the public sector, have made it possible to unite all stakeholders 
around progressive change .

In modern conditions, the key priorities of Ukraine’s tax policy are ensuring an anti-
crisis tax policy under the conditions of martial law and post-war recovery; ensuring an 
anti-crisis tax policy in the context of the spread of the Covid-19 pandemic; harmonising 
the tax legislation of Ukraine with the norms of the European Union, taking Ukraine’s 
acquisition of EU candidate status into account .

In connection with the lingering nature of hostilities on the territory of Ukraine, 
threats of destabilisation are increasing in the world . In the era of the pandemic, during 
forced quarantines to ensure social support in the USA and European countries monetary 
resources were issued, which led to an increase in inflation . Because of the war, prices for 
energ y resources and food products are rising, Central Banks are forced to raise interest 
rates; there is an increase in the price of credit resources . The market problems of successful 
adaptation of the states to new crisis phenomena are accompanied by the risks of a possible 
food shortage, which will probably lead to another wave of migration from poor countries . 
In addition, in the autumn–winter period, an extra factor complicating the situation may 
be an increase in the incidence of the coronavirus .

The country has already shaped a confident course for the transformation of strategic 
directions for countering wartime geopolitical challenges, namely ensuring economic and 
social resilience to future upheavals in the post-war recovery process . In contrast to the 
approaches of Public Finance Management provided for in the Strateg y for Reforming 
the State Finance Management System for 2022–2025 and the Plan of Actions for Its 
Implementation (see Cabinet of Ministers of Ukraine, 2021), monetary and credit regula-
tion by various branches of government will take place covering the public sector as 
a whole . At the same time, Strategic Public Finance Governance (Marchenko, 2022) will 



35Anti-Crisis Fiscal Adjustment under the Conditions of Martial Law and Post-War Recovery in Ukraine

Public Governance, Administration and Finances Law Review • 1. 2022

make it  possible to obtain a  synergistic effect from the coordination of management 
actions, both during the period of martial law and during post-war recovery . During 
systemic turmoil, the practical implementation of such a concept will be accompanied by the 
cohesion of society around countering the challenges and threats facing the country and its 
financial and economic system under the new reality, through the consistent introduction of 
relevant institutional changes within the framework of national characteristics. In order to 
meet the needs of economic agents of all forms of ownership during the post-war recovery, 
within the framework of close cooperation with international partners, ways of countering 
the consequences of the growing war debt burden as well as the threats of destroying 
Ukraine’s national economy have been roughcast (Ash, 2022) . The financial policy of all 
branches of the Ukrainian Government as well as the National Bank is aimed at increasing 
the effectiveness of monetary transmission, minimising emission sources of financing the 
state budget deficit . The potential for stability and resilience of the economy will be 
strengthened on the basis of a  balanced policy of growth of macroeconomic stability 
(Fukuyama, 2022) and stimulation of entrepreneurial activity (Mackinnon, 2022) .

The maximum expansion of economic opportunities in Ukraine is provided on a legal 
basis through the complete modernisation of state institutions . This will increase tax 
payments, as well as registered employment .

A significant reserve to replenish the State Budget of Ukraine is a resource that can 
be obtained as the shadow sector of the economy shrinks .

A risk-oriented approach to combating money laundering has already been applied 
in Ukraine . At the legislative level, the Standards of the Financial Action Task Force on 
Money Laundering (see FATF, 2012–2022; Verkhovna Rada of Ukraine, 2019) are 
successfully implemented .

Further measures are planned to counteract the risks and threats of the operational 
activities of economic entities in the credit and financial sphere, including the creation of 
conditions for legalising (laundering ) the proceeds from crime . These include conducting 
effective financial and economic activities, preventing the transfer of non-cash funds into 
shadow cash circulation, as well as the illegal withdrawal of cash and other valuable assets 
abroad .

Due to the implementation of the BEPS Action Plan by the world community, specific 
risks are of crucial importance, in particular in the field of information security . It is planned 
to implement the updated conceptual principles of tax expenditures (Heady & Mansour, 
2019) . Strengthening of the target nature of tax benefits will be used in the process of 
developing, approving and implementing the country’s budget . The basis for the consistent 
institutionalisation of the international data exchange system will be the implementation of 
the requirements of the Common Reporting Standard (CRS) (OECD, 2022) in the legisla-
tion of Ukraine . Thus, against the background of reduced risks of tax evasion, trust in 
Ukrainian fiscal regulations will be strengthened . In Ukraine, the proper and voluntary 
fulfilment of tax obligations will be ensured by the complete elimination of informal rules 
in force in the shadow economy . According to the guidelines of reputable international 
organisations, risk assessment and management become one of the key links in the activities 
of tax administrations (OECD, 2017) . At the same time, the political guidelines of society 
in the context of combating corruption and organised crime will also be considered .



36 Tetiana Iefymenko

Public Governance, Administration and Finances Law Review • Vol. 7. No.  1. 

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