Which forms do I file? quiz — free calculator
A short screen that turns four facts about your position into the filing families you are likely inside.
- 15+Years of cross-border experience
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A short screen that turns four facts about your position into the filing families you are likely inside.
Enter your figures
An estimate for planning only. Rates and thresholds used here are the assumptions stated on this page; we confirm every figure against the issuing authority for your own tax year before anything is filed.
How the estimate is built
These four facts decide most of a cross-border filing set. The screen deliberately does not produce form numbers: which specific form applies depends on ownership levels, thresholds and the year, and that is the conversation rather than the calculator. Anything it flags is worth a call to the 24-hour helpline.
Where to go from here
A calculator narrows the range; it does not settle a filing. If that describes your position, the next step is a short call — not a form.
Reviewed against current guidance for the 2025 and 2026 filing seasons by Udit Gupta, Cross-Border Tax Expert, Legal Quotient Consultants. General information, not advice for your circumstances — call our 24-hour helpline to discuss your own position.
Where corporate tax calculator comes into this file
If you came here for corporate tax calculator, this is where it is dealt with. The subject is the quiz “Which forms do I file?”, and the page covers who it reaches, what then has to be filed, and what we charge to do the work.
Why clients bring which forms do I file? quiz calculator to us
We say early if it is not our work
If a file needs something this practice does not do, you hear that at the start rather than after a bill.
Late and missed years are ordinary work
An unfiled history is not a reason to wait longer. We assess what is still open and what relief the delay attracts before the first return goes in.
Cross-border is the whole practice
International and cross-border tax is all we do — not a sideline next to domestic work. The edge cases on this page are our ordinary Tuesday.
The reporting penalties get named early
The heaviest exposure on a cross-border file is usually a disclosure form, not the tax. We identify which ones apply before a deadline turns into a penalty.
Cross-border tax case studies
Filing set mapped before any return was prepared
A family arrived with several years of records and no clear idea what was required of them. Before any return was drafted, the work established the basic facts: citizenship, residence, where assets were held and whether any company was controlled, and turned those into the filing families that applied on each side of the border. Two filings they had expected did not apply and one they had never heard of did. The engagement produced a written filing map, the order in which the returns needed preparing, and the records to gather for each.
Dual citizen who had filed in only one country
A dual citizen had filed faithfully in the country of residence for years and had never filed in the other, on the understanding that tax paid in one place settled the matter. The work established that citizenship alone carries a filing obligation on worldwide income, identified which years remained open and which information filings had been missed alongside the returns, and reconciled the tax already paid through the credit mechanism. The engagement produced a complete set of returns and a schedule of the credits claimed against each year.
Accounts listed before deciding what needed reporting
A client was confident there was nothing to report because the foreign accounts were small and inactive. The work listed every account, including two the client could sign on but did not own, and tested the aggregate rather than each balance on its own. The set fell inside the reporting requirement. The engagement produced the reporting for the years concerned, a written note of why each account had been included, and a standing list the client updates whenever an account is opened or closed.
Company ownership traced to fix the reporting level
A shareholder in a family company abroad had been told the holding was too small to report. The work traced the ownership through the intermediate holdings and the related parties whose interests are counted alongside the client's, which put the effective position well above what the direct shareholding suggested. The engagement produced the information returns for the years in question, a diagram of the ownership chain, and a note of the events inside the company that would change the reporting level in future.
Part-year residence settled before income was allocated
An individual who had moved partway through a year had filed a full-year return in the country of arrival and nothing at all in the country left behind. The work fixed the dates residence began and ceased on the facts, applied the treaty tie-breaker for the overlapping period, allocated income to the correct side of the line, and identified the filings the departure itself had triggered. The engagement produced amended and original returns on both sides that describe the same year consistently.
Missed years brought current through a disclosure procedure
Someone who had been outside the system for several years came forward before any authority had written to them. The work began by establishing which years were actually open and which filings had genuinely been required, which reduced the set considerably. The returns and information filings were then prepared as one package and submitted under the procedure available to taxpayers who approach first. The engagement produced a completed set of years, a written record of the basis for each, and a current filing position going forward.
A Canadian Working in the US on a Work Visa
Immigration status and tax residence are different tests, and a visa says nothing about which country taxes the salary. The file fixes residence, applies the employment article, and sequences the two returns so the credit lands where it is usable.
Read how this one runsThe Two-Year Window After Returning to India
Returning residents pass through a transitional status in which foreign income is largely outside the Indian net. The engagement establishes when the window opens and closes, and puts the transactions that benefit inside it.
Read how this one runsAll case studies — every published engagement in one place.
Core International & Cross-Border Tax Services
International Tax Planning & Advisory
Strategy and compliance for income, assets and families spread across borders.
U.S. & Cross-Border Tax Returns
Expat & Emigration Tax
Non-Resident Canadian Tax
Transfer Pricing & BEPS
Tax Treaties & Withholding
Cross-Border Estates & Trusts
Global Investments & Reporting
Cross-Border Corporate Tax
India Tax for NRIs & Returning Residents
Canadian Tax with a Foreign Element
UAE Tax for Expats & Their Home Country
Industries & Client Types We Serve Worldwide
Global E-commerce & Marketplaces
- Foreign VAT / GST / sales tax registrations
- Marketplace withholding reviews
- Inventory nexus & PE analysis
- Multi-currency books reconciled
Technology & SaaS
- Cross-border revenue sourcing & withholding
- IP structuring with real substance
- Equity for cross-border teams
- U.S. expansion: entity & PE setup
Professional Services Firms
- Reg 105 / 102 waivers
- Permanent establishment risk
- Partner mobility planning
- Cross-border withholding recovery
Cross-Border Real Estate
Foreign property income and sales are taxed in both countries by default; Section 216, FIRPTA and treaty credits are the standing toolkit.
Property is taxed where it sits, which is the one rule no treaty overrides. What the treaty does decide is the credit, the rate on the rent and what happens on the sale — and the clearance certificate on a disposition is applied for before closing, not after the buyer has already held the money back.
- Section 216 rental returns
- FIRPTA withholding recovery
- Section 116 clearance
- Treaty credit optimization
Importers, Exporters & Manufacturers
- Transfer pricing documentation (s.247)
- Customs value vs transfer price
- Foreign affiliate reporting (T1134)
- Country-by-country reporting
Athletes, Artists & Entertainers
- Reg 105 & U.S. CWA agreements
- Multi-state & country calendars
- Touring income allocation
- Royalty & image-rights withholding
Remote Workers & Digital Nomads
- Residency analysis before moving
- Employer payroll exposure
- Totalization & social security
- Foreign tax credits
Investment Funds & Holding Companies
- Treaty access & PPT reviews
- FAPI & surplus computations
- Withholding-efficient routing
- Governance & substance
