Low-cost Tax for expats in Australia: Canadians, Americans and NRIs

Canadians, Americans and NRIs who emigrated to Australia, working-holiday and skilled-visa arrivals, and families with property left behind. Low-cost Tax for expats in Australia: Canadians, Americans and NRIs with a fixed fee agreed in writing before any work starts. Call the 24-hour helpline on +1 (416) 619-0068, or request a written quote today.

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Begin with the papers you already have. The engagement is priced from them, in writing, before the work.

24-hour helpline: +1 (416) 619-0068
  • 15+ years of cross-border experience
  • 18,000+ clients served
  • 24-hour helpline: +1 (416) 619-0068
Australia in 60 words

The Australian tax year ends mid-year, so a Canadian or US calendar-year return overlaps two Australian years. Expats are taxed in Australia on facts rather than intentions: where you live, where your family is, and which treaty, if any, is in force for your year.

Who we act for here

Canadians, Americans and NRIs who emigrated to Australia, working-holiday and skilled-visa arrivals, and families with property left behind.

Regional filing pattern

Australia and New Zealand run mid-year tax years, so a calendar-year home return overlaps two local years and every credit claim is a mapping exercise.

The question that decides it

The Australian tax year ends mid-year, so a Canadian or US calendar-year return overlaps two Australian years — and the departure-year and arrival-year computations in each country have to agree on a single residency date.

Do you still file at home?

For most people moving to Australia the answer is that at least one home obligation survives. Canadian residence ends with the ties; Indian residence ends with the day counts; US citizenship-based taxation ends only on a formal expatriation.

The Australian tax year ends mid-year, so a Canadian or US calendar-year return overlaps two Australian years — and the departure-year and arrival-year computations in each country have to agree on a single residency date.

Two of the firm’s advisers at a desk in the Delhi office

Australia tax for expats — priced before we start

An Australia expat engagement is priced on the split year more than anything else: a mid-year Australian year against a calendar home year means income and credits have to be apportioned before either return can be signed. Property left behind at home adds a rental computation on top. The fee is agreed in writing first.

Individual tax filing

From $349

fixed, quoted before work starts

Returns for people whose tax position did not stay in one country, including the years residence itself is in question.
See the fee schedule

Foreign asset & information reporting

From $349

fixed, quoted before work starts

The information returns that carry the heaviest penalties — foreign accounts, foreign property, foreign affiliates — prepared from one asset list.
See the fee schedule

Non-resident & departure filings

From $349

fixed, quoted before work starts

The filings that follow a move: the departure year, the arrival year, and the income that keeps arriving from the country behind you.
See the fee schedule

Catch-up & voluntary disclosure

From $349

fixed, quoted before work starts

For a filing history that stopped — the penalty position assessed first, then the years filed in the order that protects it.
See the fee schedule

Corporate cross-border filing

From $999

fixed, quoted before work starts

Corporate compliance for a group that trades or holds assets in more than one country, prepared on both sides together.
See the fee schedule

Payroll & mobility setup

From $999

fixed, quoted before work starts

What an employer owes when an employee works in another country: the registrations, the withholding and the reporting that follow.
See the fee schedule

Transfer pricing documentation

From $2,500

fixed, quoted before work starts

The transfer pricing file a group needs when goods, services or finance move between its own companies across a border.
See the fee schedule

Estate & trust filing

From $799

fixed, quoted before work starts

Cross-border estates and trusts, from the reporting on the assets to the returns the beneficiaries then have to file.
See the fee schedule

All published fees on one page — each engagement priced as one number on one list, with nothing left as a range.

Residency and the tie-breaker

Two residences for one period is not a split; it is a question for the treaty. The tests run in sequence, and building the file around the deciding one is the difference between a determination and a dispute.

We confirm the treaty in force for your year, including any protocol and any modification made through the multilateral instrument, before relying on an article. Treaty networks change, and a summary written three years ago is not evidence about this year.

Income by type: who taxes what

How each income type is treated in this corridor
Income typeGeneral treatment
Social security and state pensionsTreated differently from private pensions in most treaties, and sometimes reserved entirely to one state.
Government service incomeUsually reserved to the paying state under a dedicated treaty article, regardless of where the person lives.
Gain on selling your former home at homeThe relief that exempted it while you lived there is usually time-limited once you leave, and the clock is not always the one people expect.
Interest on local depositsGenerally taxed where it arises by withholding, with the home country taxing the same interest and allowing credit for what was withheld.
Gains on shares deriving value from local propertyCommonly treated like the underlying property rather than like ordinary shares, which reverses the usual answer on share gains.
Income from a locally registered company you controlMay be attributed to you before distribution under your home country's controlled-company rules, whatever the local treatment.
Directors' feesFrequently covered by their own treaty article and taxed where the company is resident, which can differ from where the meetings were held.

The local nuance

The Australian tax year ends mid-year, so a Canadian or US calendar-year return overlaps two Australian years — and the departure-year and arrival-year computations in each country have to agree on a single residency date. None of that is exotic, but it is corridor-specific — and corridor-specific detail is what a template answer cannot supply.

If your position runs mostly in one direction, the Canada ↔ Australia cross-border tax page carries both filing calendars side by side, the treaty article by article, and the withholding table.

We also publish regional pages for Australia — states, provinces and major centres — at our Australia regional index, which is the better starting point if your question is about a specific state or province rather than the country as a whole.

The arithmetic, worked through

The arithmetic is more persuasive than the description, so:

Credit relief on one stream of income

Take C$161,000 of income taxed in both countries. Assume the other country charged 20% on it and the home country would charge 36% on the same amount.

Credit relief on one stream of income
ItemAmount
Income taxed in both countriesC$161,000
Tax paid abroad (assumed 20%)C$32,200
Home tax on the same income (assumed 36%)C$57,960
Credit available (lesser of the two)C$32,200
Home tax still payableC$25,760

The credit absorbs C$32,200 and leaves C$25,760 payable at home, because the home rate on this income is the higher of the two. The balance is real cash and it is due on the home timetable, which is why instalments get raised in the first meeting. The interesting question is where your own figures fall relative to that, which is a computation rather than an opinion.

Example figures throughout, selected to make the rule visible, with rates and thresholds assumed for the demonstration. Your actual filing uses figures confirmed with the issuing authority for your tax year.

What we fix most often

  1. Leaving a company or account abroad dormant and unreported on the basis that it does nothing, when the reporting obligation attaches to ownership rather than to activity.
  2. Treating a bank's tax-residence questionnaire as the answer rather than as a question, and certifying a status that the filings then contradict.
  3. Treating a residence permit or a visa category as a tax answer. Immigration status and tax residence are decided by different tests.
  • We will tell you when you do not need us, and that call is free.
  • Authorisation with each authority, so we see the assessments and slips directly rather than asking you for them.
  • Fixed fees agreed before any work starts, so the number in the quote is the number on the invoice.

One call is usually enough to know whether this is a filing or a project.

Reviewed against current guidance for the 2025 and 2026 filing seasons by Udit Gupta, Cross-Border Tax Expert, Legal Quotient Consultants. General guidance only. Your own facts decide the answer, so bring them to a call before relying on this.

Expat tax services Australia — what this page covers

The subject here is tax for expats in Australia: Canadians, Americans and NRIs, which is what people mean when they search for expat tax services Australia. This page covers who it applies to, the filings it produces, and the fixed fee agreed before work begins.

Canadians, Americans and NRIs who emigrated to Australia, working-holiday and skilled-visa arrivals, and families with property left behind.

How the engagement runs, phase by phase

  1. Tell us the dates and we will tell you the position

    Arrival, departure, the years in between — the residence question turns on those before anything else.

  2. Fixed fee, defined scope, in writing

    Both agreed before work starts, so the engagement cannot grow into a larger bill.

  3. Prepared together, not passed between firms

    You are not the go-between for two sets of advisers working from two sets of assumptions.

  4. Reviewed, approved, filed

    A named practitioner checks it, you approve it, and then it goes.

What you are actually buying with Australia tax for expats

Factor Legal Quotient Hourly billing model
Pricing A fixed fee, agreed in writing before work starts Hourly, billed as incurred
Experience 15+ years of cross-border work, 18,000+ clients Varies by file
Both sides of the border Prepared together by one team, so relief is claimed exactly once One country at a time, reconciled later
Who reviews it A named practitioner, published on the page Whoever the queue reaches
Where the work happens Our offices in India, the USA, Canada and the UAE Whichever single office you can travel to

Key terms behind this page, defined

Updated return
India's route to voluntarily correct or file late within a statutory window, on payment of additional tax and with limits on what it may do.
Physical presence test
One of the two US qualifying tests for the exclusion, satisfied by days of presence in a foreign country during a twelve-month period.
Form 8938 threshold
The FATCA reporting threshold, which varies with filing status and with whether the filer lives in the United States or abroad — and is tested on two measures, not one.
Cost plus method
A method testing the mark-up on costs earned by a manufacturer or service provider under limited risk.

Australia tax for expats — what the published fees look like

Further down, the fees follow the year in question. A settled year in Australia with one employer and nothing left at home is routine; the arrival or departure year, where both countries have to accept the same residency date, is the one that takes the work, and returns still outstanding are quoted separately.

Foreign asset & information reporting

$349fixed, before work starts

Covers: Foreign holdings mapped once — accounts, real property, shareholdings — then reported to each authority in the form it requires.

See this fee page

Non-resident & departure filings

$349fixed, before work starts

Covers: The filings that follow a move: the departure year, the arrival year, and the income that keeps arriving from the country behind you.

See this fee page

Why choose Legal Quotient for Australia tax for expats

The quote comes from your documents

Nothing is priced from a phone call. We read what you have first, then the fee is set — so the scope and the number are agreed on the same evidence.

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.

You deal with the person who did the work

The practitioner who prepared and reviewed your file is the one who answers the question about it.

Both sides prepared together

Two returns built against each other by one team, so relief is claimed exactly once and nothing falls between the two systems.

Two of the firm’s advisers and the team in the open-plan office

From first call to filed return

Step 1

First conversation

We start with the chronology: dates, countries, and what has already been filed

Step 2

Written quote

You get the scope and the fee in writing before we touch anything

Step 3

Preparation and sign-off

The work is prepared and reviewed by a named person, not a queue

Step 4

Submission

Nothing is filed until you have read it

The team reviewing a file together at a desk

From first document to filed return

  • Step 1: Upload the file as it stands – A secure link arrives after the first call. Incomplete is fine; that is what the review is for.
  • Step 2: The number is settled up front – Priced from your own documents and confirmed in writing before any preparation begins.
  • Step 3: Both returns on one desk – One engagement covers every country the file touches, reconciled line against line.
  • Step 4: Your approval, then the filing – The return is yours to check first. We file once you say so.

Quoted up front, in writing.

Contact Us 24-hour helpline +1 (416) 619-0068

Keep reading, sideways

Browse sideways: the pages below answer the neighbouring questions.

Services these clients use most

Remote work policy — tax exposure Everything on remote work policy — tax exposure, at the same depth as this page.
Permanent establishment in India — service PE and secondments Permanent establishment in India — service PE and secondments — the guide, the FAQ and the fixed fee.
Canadian receiving a foreign gift The full guide to Canadian receiving a foreign gift tax, with the fee fixed before any work starts.
IRS streamlined foreign offshore Its own page: IRS streamlined foreign offshore — mechanism, deadlines and published fees.
Part XIII withholding review Everything on part xiii withholding review, at the same depth as this page.
IRS audit of a foreign-income return IRS audit of a foreign income return — the guide, the FAQ and the fixed fee.
IRS voluntary disclosure practice The full guide to IRS voluntary disclosure practice, with the fee fixed before any work starts.
Canadian company expanding to the US — LLCs and global taxes Its own page: global taxes LLC — mechanism, deadlines and published fees.
Form 926 — transfers to a foreign corporation Everything on form 926 transfer foreign corporation, at the same depth as this page.

Who we bring this work to

Software developers — what we charge Everything on software developers what we charge, at the same depth as this page.
Nurses working abroad — relief you're probably missing Nurses working abroad relief you're probably missing — the guide, the FAQ and the fixed fee.
Tax for youtubers The full guide to youtubers tax, with the fee fixed before any work starts.
Agriculture & agri-tech cross-border tax Its own page: agriculture & agri-tech cross border tax — mechanism, deadlines and published fees.
Tax for airline pilots Everything on airline pilots tax, at the same depth as this page.
Influencers & content creators — what you owe in each country Influencers & content creators what you owe in each country — the guide, the FAQ and the fixed fee.
Professors & lecturers — what we charge The full guide to professors & lecturers what we charge, with the fee fixed before any work starts.
Tax for dentists Its own page: dentists tax — mechanism, deadlines and published fees.
Airline pilots — relief you're probably missing Everything on airline pilots relief you're probably missing, at the same depth as this page.

Countries and corridors this work reaches

Retiring in Germany — pensions & withholding Everything on retiring in Germany, at the same depth as this page.
Moving to United Kingdom — the tax year you leave Moving to United Kingdom — the guide, the FAQ and the fixed fee.
Retiring in Singapore — pensions & withholding The full guide to retiring in Singapore, with the fee fixed before any work starts.
Moving back from United States — re-establishing residency Its own page: moving back from United States — mechanism, deadlines and published fees.
Retiring in Ireland — pensions & withholding Everything on retiring in Ireland, at the same depth as this page.
Canada–United Kingdom tax corridor Canada United Kingdom tax — the guide, the FAQ and the fixed fee.
Moving back from Italy — re-establishing residency The full guide to moving back from Italy, with the fee fixed before any work starts.
Moving to Ireland — the tax year you leave Its own page: moving to Ireland — mechanism, deadlines and published fees.
Buying or selling property in India Everything on buying or selling property in India, at the same depth as this page.

The people on your file

Five named practitioners, each with the part of a cross-border file they carry. Every page on this site says who reviewed it, and the reviewer is one of these people rather than an unnamed team.

Udit Gupta

Udit Gupta

Cross-Border Tax Expert

CA (ICAI), In-Depth Tax Trained

Reviews and signs off the practice's cross-border positions, and carries final responsibility for the treaty analysis on every file that leaves the office.

Abhinav Gupta

Abhinav Gupta

Canada Tax / International Tax

Canada Tax, International Tax, Cross-Border Tax, Transfer Pricing

Canadian returns with foreign income, non-resident filings, and the transfer-pricing documentation that runs alongside intercompany work.

Raghav Gupta

Raghav Gupta

International Tax

International Tax, Transfer Pricing Specialist

Benchmarking, method selection and the local-file and master-file sets that support a group's pricing policy under examination.

Anmol Mittal

Anmol Mittal

Canada and US tax

CPA Canada, CPA USA, CA (ICAI)

Files that have to be right on both sides of the border at once — dual filings, streamlined catch-ups, and the foreign tax credit reconciliation between them.

Vinayak Indolia

Vinayak Indolia

CFO advisory

CPA, CA. Fractional CFO and Senior Advisory Specialist

Groups that need the tax position and the finance function to agree: structure reviews, intercompany policy, and the reporting a board can act on.

Meet the whole team

Cross-border tax case studies

Case study 1

Skilled visa arrival with one residency date on both returns

A family arrived in Australia on a skilled visa partway through the home tax year, the worker arriving first and the household following. Two advisers had been working independently and each had assumed a different date. We settled the date from the lease, the employment start and the household's arrival, then prepared the departure computation at home on that basis and the arrival-year position in Australia to match. The engagement produced two returns that agree with each other, a documented date, and a note of the assets whose values were fixed at that point.

Case study 2

Working holiday arrival that produced two part years

A client came to Australia on a working-holiday visa, worked for several employers, and left before the Australian year ended. The result was a part year in Australia and a home year covering both sides of the move, with deductions taken at source by each employer. We collected the employment records, established whether residence had changed at all, and prepared the returns on one consistent view. The engagement produced an Australian return reflecting the deductions actually made, a home return for the same period, and a written conclusion on residence the client can rely on if asked later.

Case study 3

House left behind and let while the family emigrated

A couple emigrated to Australia and let their former home to a tenant rather than selling it. The rent stayed taxable where the property sits, under a non-resident regime that collects tax from the gross rent unless an election is made to be taxed on the net amount instead. We put the correct arrangement in place, prepared the non-resident filings, and reported the same rent in Australia with credit for the tax borne. The engagement produced filings on both sides for the years concerned and an arrangement the couple can keep running without further intervention.

Case study 4

Foreign credit rebuilt by apportioning the Australian year

A client had been claiming credit at home using the figure from the Australian annual assessment, which covered a period the home return did not. The claim was consistently out of step, and in one year it relieved tax belonging to an entirely different period. We rebuilt the claim from monthly payroll data, apportioned both the income and the tax into the home tax years, and restated the affected returns. The engagement produced amended returns, a schedule tying each month to the period it belongs in, and a method the client now applies each year.

Case study 5

American employee in Australia with unfiled home years

An American had worked in Australia for a long stretch, filing locally while letting the home obligation lapse in the belief that local tax settled the matter. Citizenship keeps that obligation alive. We prepared the outstanding years from Australian payroll and bank records, apportioned across the mismatched tax years, made the foreign account disclosures that had also gone unmade, and claimed relief for the Australian tax borne. The engagement produced a complete filed history, the account disclosures, and a working file showing how each Australian year maps onto the home years it spans.

Case study 6

Australian residents with rental income left behind in Canada

A couple settled in Australia but kept an investment property in Canada that had been reported only there. As Australian residents they were taxable on worldwide income, so the same rent belonged on the Australian return with credit for the Canadian tax. We reconciled the two computations, which treat expenses and depreciation differently, and reported the rent on a consistent basis in both places. The engagement produced Australian returns including the foreign rent, a reconciliation between the two sets of figures, and a record of the property's cost history for whenever it is sold.

Case study 7

Green Card Kept, Moved to Canada — Both Returns Still Due

Holding a green card does not end the US filing obligation, and living in Canada starts a Canadian one. The engagement fixes residence under the treaty tie-breaker, then decides which return the relief is claimed on so the two do not contradict each other.

Read how this one runs
Case study 8

Ten Years of Missed Returns Filed as One Engagement

Filing many years at once is a sequencing problem: carry-forwards, instalments and credits from the earliest year feed the latest. Filing them out of order is what turns a recoverable position into an assessed one.

Read how this one runs

All 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.

One coordinating team: filings on every side of the border are sequenced so treaty relief and foreign tax credits are claimed once — and in the right country.

U.S. & Cross-Border Tax Returns

Dual filers: U.S. citizens in Canada and Canadians with U.S. income run two parallel systems — we prepare both, in the right order, every year.

Expat & Emigration Tax

The move year is its own project: the elections and valuations filed that year decide the next decade of both countries’ returns.

Non-Resident Canadian Tax

Default withholding is 25% of gross: elective returns routinely turn over-withheld rent and pensions into refunds.

Transfer Pricing & BEPS

Documentation prepared with the return is the cheapest insurance in international tax; reconstructing it during an audit is the most expensive.

Cross-Border Estates & Trusts

Wills drafted for one country routinely misfire in the other — deemed disposition here, estate tax there, credits in between.

Cross-Border Corporate Tax

Expansion raises the same four questions every time — entity, PE, repatriation, payroll. We answer them before the tax authorities do.

India Tax for NRIs & Returning Residents

The deduction is taken on the sale price, not the gain — which is why an NRI property sale strands cash unless the certificate is applied for before closing.

Canadian Tax with a Foreign Element

Residency is decided on facts, not on a form — and the year you arrive or leave is the one where the largest amounts turn on the smallest details.

UAE Tax for Expats & Their Home Country

A zero-tax country is only half the answer — the question that decides the bill is whether the country you came from still treats you as resident.

Industries & Client Types We Serve Worldwide

Global E-commerce & Marketplaces
Technology & SaaS
Professional Services Firms
Cross-Border Real Estate
Importers, Exporters & Manufacturers
Athletes, Artists & Entertainers
Remote Workers & Digital Nomads
Investment Funds & Holding Companies

Global E-commerce & Marketplaces

  • Foreign VAT / GST / sales tax registrations
  • Marketplace withholding reviews
  • Inventory nexus & PE analysis
  • Multi-currency books reconciled
Explore E-commerce & Marketplaces

Technology & SaaS

  • Cross-border revenue sourcing & withholding
  • IP structuring with real substance
  • Equity for cross-border teams
  • U.S. expansion: entity & PE setup
Explore Technology & SaaS

Importers, Exporters & Manufacturers

Related-party purchasing, customs value versus transfer price, and foreign-affiliate structures put trading businesses inside the s.247 documentation rules.

Goods crossing a border move the tax question from income to indirect: registration thresholds, place of supply, the customs value and the transfer price between related entities all have to agree with each other. When they do not, the adjustment arrives from two authorities at once and each one uses the other's number.

  • Transfer pricing documentation (s.247)
  • Customs value vs transfer price
  • Foreign affiliate reporting (T1134)
  • Country-by-country reporting
Explore Trade & Manufacturing

Athletes, Artists & Entertainers

  • Reg 105 & U.S. CWA agreements
  • Multi-state & country calendars
  • Touring income allocation
  • Royalty & image-rights withholding
Explore Athletes & Entertainers

Remote Workers & Digital Nomads

  • Residency analysis before moving
  • Employer payroll exposure
  • Totalization & social security
  • Foreign tax credits
Explore Remote Workers

Investment Funds & Holding Companies

  • Treaty access & PPT reviews
  • FAPI & surplus computations
  • Withholding-efficient routing
  • Governance & substance
Explore Funds & Holdcos

Australia — questions we are asked

Do I have to file at home while living in Australia?

For most people the answer turns on whether the ties that made them resident have actually ended. For a US citizen or green-card holder it does not: the return is due in Australia exactly as it would be at home. Everything else on the file follows from which of those you are.

Is there a treaty between my country and Australia?

Possibly, and the version in force for your year is the one that matters — protocols and multilateral-instrument positions change what a treaty does without changing its name. We check it against the authority rather than a summary. Where no treaty applies, domestic relief takes over.

I own property in Australia. Where is the rent taxed?

Where the property is. That is close to universal, and it usually arrives as withholding on the gross rent rather than as a return on the profit — which is why the election onto a net basis, where Australia offers one, is normally the first thing to check. Your home country taxes the same rent and credits what was paid.

Australia's tax year ends in June — how does that affect my home return?

It means a single home tax year sits across two Australian ones, so Australian figures cannot simply be lifted onto a home return. The income and the tax paid have to be apportioned into the periods the home year covers, which usually needs the payroll records month by month rather than the Australian annual summary alone. Credits follow the same apportionment, and a claim that quietly uses a whole Australian year against part of a home year is the kind of mismatch that gets picked up. We set the apportionment once, apply it to income and tax alike, and keep the workings with the return.

How do I work out the date I became an Australian resident?

By facts, not by the visa label or the flight date. What matters is when your home, your household and your everyday ties actually settled in Australia: the lease or purchase, the family's arrival, the employment start, local accounts and cover. The date you landed is evidence, but so is a period living in temporary accommodation before the household arrived. The date has to serve both countries, because the departure computation in one and the arrival computation in the other should meet at the same point. We settle it once, evidence it, and use it consistently on both sides.

I kept my house back home — does that make me still resident?

It is a significant fact, not a decision on its own. A property kept available for your own use points one way; the same property let at arm's length to a tenant on a proper lease points rather less strongly. What the authorities weigh is the whole pattern: where the household lives, where the working life is, where the accounts and everyday arrangements sit. A single retained asset rarely decides a year by itself, but it is very often the fact that opens the enquiry. If the house is being kept, the lease, the tenancy and the reasoning behind it are worth documenting at the time.

Can I claim Australian tax paid on my US return?

Relief for Australian tax is available through the home return, but it is claimed on the tax properly payable for the corresponding period rather than on whatever happened to be deducted from a pay run. Because the Australian year and the US year do not align, the claim usually rests on an apportionment supported by payroll records, and where the Australian return later changes the figure the home claim has to be revisited. We prepare the apportionment first, tie it to the Australian assessment when it issues, and keep both in one file so the two returns tell a single story.

Do I file in both countries the year I move to Australia?

Usually yes, and the two returns cover different slices of the same twelve months. The home country reports the part of the year up to the date residence ended, together with anything that stays taxable there afterwards. Australia reports from the date residence began. Where the two dates are not the same, income falls into a gap or gets counted twice, which is why the date is worth settling before either return is prepared. There may also be a departure computation at home, and a set of disclosures about assets you have taken with you.

My Australian salary is taxed at source — am I taxed twice?

Not on the same income, if the position is prepared properly. Australian employment income is taxed where the work is done and collected through the pay system. If you remain resident at home, the same salary is also reported there and the Australian tax is relieved by credit. If you are no longer resident at home, the salary generally stops being reported there from the date residence ended. The double tax people actually experience is nearly always an evidence problem: a credit claimed without records to support it, or a residency date that neither return agrees on.

What is the Foreign Earned Income Exclusion?

It lets a US person working abroad exclude a capped amount of foreign *earned* income — wages and self-employment profit, not investment income — from US income tax, claimed on Form 2555. You qualify through either the physical presence test or the bona fide residence test, and you must have a tax home abroad. The cap is indexed annually, so it is read off the form for the year you are filing. See Form 2555.

How do I report foreign employment income with no W-2?

A foreign employer does not issue one, and none is required. You report the wages from your own records — payslips, the employment contract, and the foreign tax assessment or return, which is the document a reviewer finds most persuasive — converted to your own currency. Keep the foreign filing with the return, because it is also the proof of foreign tax paid that supports the credit or the exclusion you are claiming. See a US return from abroad.

A named reviewer on every filing

Your Australia filing, quoted before we start

Tell us the situation and we quote in writing before any work starts. You approve the result before it is filed.

  • Fixed fees agreed before work starts
  • Rated 5.0 out of 5 stars on Google
  • Re-quoted, never silently invoiced

Our practitioners are alumni of leading accounting and tax institutions

Where our partners studied — CPA Canada (In-Depth Tax Program), AICPA, the Institute of Chartered Accountants of India and the Malaysian Institute of Accountants.

Request a Quote +1 (416) 619-0068