Affordable Annual compliance calendar design

A cross-border group does not miss deadlines because it forgot them. Affordable annual compliance calendar design 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.

  • 15+Years of cross-border experience
  • 18,000+Clients served
  • 5.0Google rating
  • 4Global offices — India, USA, Canada & UAE

Secure a fixed quote

Send what you have. We price the engagement from your own documents, in writing, before any work starts.

24-hour helpline: +1 (416) 619-0068
  • Google rating 5.0 out of 5
  • 18,000+ clients served
  • 15+ years of cross-border experience
The short answer

A cross-border group does not miss deadlines because it forgot them. The calendar maps every entity, every filing, every jurisdiction and every owner, with lead times for the documents that come from elsewhere in the group.

Do you need this?

  • Nobody owns the filing calendar for the foreign entities
  • A lender, buyer or investor has started asking tax questions
  • The board has never seen the group's tax exposures written down
  • Advice was taken years ago and the rules have moved since
  • Two advisers in two countries have given you inconsistent answers

Most people who need help with annual compliance calendar design tick at least two of those. If you tick none, we would rather tell you that on a call than take an engagement you do not need.

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

Fixed fees for annual compliance calendar design, agreed up front

The fee for a compliance calendar is set by how many entities and jurisdictions have to go on it, and how many of their filings are information returns carrying per-form exposure rather than simple returns. A single foreign subsidiary is a short build; a group with dormant companies in several countries is not.

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

Individual tax filing

From $349

fixed, quoted before work starts

Personal returns for individuals, expats and non-residents — foreign income, foreign property and treaty relief handled in one engagement.
See the fee schedule

Foreign asset & information reporting

From $349

fixed, quoted before work starts

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

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

Catch-up & voluntary disclosure

From $349

fixed, quoted before work starts

Missed years brought current under the disclosure programme that fits, with the penalty position worked out before anything is filed.
See the fee schedule

Non-resident & departure filings

From $349

fixed, quoted before work starts

Returns for the year you leave, the year you arrive, and the years you earn rental or pension income from a country you no longer live in.
See the fee schedule

Estate & trust filing

From $799

fixed, quoted before work starts

Trust and estate filings that reach across a border, including the reporting a foreign beneficiary or a foreign asset creates.
See the fee schedule

All published fees on one page — one page, every published fee, nothing quoted as a vague bracket.

Why the answer comes out the way it does

A cross-border group does not miss deadlines because it forgot them. It misses them because nobody owns the ones that belong to a country where it has no staff.

The calendar maps every entity, every filing, every jurisdiction and every owner, with lead times for the documents that come from elsewhere in the group. Information returns with per-form penalties are the entries that justify the exercise.

The practical reading of that is simple enough. Establish the position first, in writing; assemble the evidence that supports it; then prepare the filings in the order that lets the relief actually land. Doing those three in the other order is how the cost of annual compliance calendar design multiplies.

Where the position depends on a threshold, a rate or a day count, we confirm it against the issuing authority for your own tax year before it goes on a return. Where a figure cannot be verified for your year, we set out the mechanism and quote no number — a wrong threshold on a filed return is worse than an explained one. See also leaving Canada — departure (emigration) tax and foreign income subject to self-employment tax.

What we actually file

  • The filing calendar, by entity and jurisdiction, with owners
  • The elections and disclosures the plan depends on
  • The evidence pack for substance and treaty entitlement
  • A tax risk register with quantum and mitigation per exposure
  • Board-level documentation of the commercial rationale

The arithmetic, worked through

It is easier to see with numbers attached.

Credit relief on one stream of income

Take C$166,000 of income taxed in both countries. Assume the other country charged 23% on it and the home country would charge 34% on the same amount.

Credit relief on one stream of income
ItemAmount
Income taxed in both countriesC$166,000
Tax paid abroad (assumed 23%)C$38,180
Home tax on the same income (assumed 34%)C$56,440
Credit available (lesser of the two)C$38,180
Home tax still payableC$18,260

The credit absorbs C$38,180 and leaves C$18,260 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. Your version of this table is the useful one, and it takes a short call and a document pack to produce.

These amounts illustrate the mechanism only. The rates and thresholds are assumptions of the example, not your numbers: each is checked against the issuing authority for your specific tax year before any return is filed.

From first call to filed

  1. 1We start with the chronology: dates, countries, and what has already been filed
  2. 2You get the scope and the fee in writing before we touch anything
  3. 3The work is prepared and reviewed by a named person, not a queue
  4. 4Nothing is filed until you have read it

What it costs

Fees for annual compliance calendar design are quoted as a fixed amount for a defined scope. There is no hourly meter and no surprise on the invoice: the number is agreed in writing before anything starts. Comparable engagements and their fixed fees are set out on the pricing pages.

  • A 24-hour helpline, +1 (416) 619-0068, before you commit to anything.
  • Your existing accountant keeps the domestic file; we take the cross-border piece, with the boundary in writing.
  • Fixed fees agreed before any work starts, so the number in the quote is the number on the invoice.

What to do next

Whatever you have is enough to start the conversation, including nothing but the dates. If you want to arrive prepared: the prior-year returns, the dates that matter, and any letter or slip that prompted the question. If you would rather just talk it through first, that works too.

Read and approved 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.

Business tax advisory — what this page covers

Read this page for business tax advisory. It works through annual compliance calendar design from the beginning — whether it applies to you at all, what has to be filed if it does, and what the engagement costs, priced up front.

A cross-border group does not miss deadlines because it forgot them.

The four phases of the work

  1. Send the documents as they are

    No tidying required — forward what you have and we tell you what is missing.

  2. Get a fixed quote in writing

    Priced from your actual documents before any work begins, not estimated after.

  3. Both countries prepared together

    One team builds the filings against each other so the relief lands exactly once.

  4. Review, then file

    You approve the finished work before we file it.

What you are actually buying with annual compliance calendar design

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

The vocabulary this page leans on

Regulation 105
The Canadian withholding on fees paid to a non-resident for services rendered in Canada, computed on gross fees and reducible in advance by a waiver.
DEMPE
Development, enhancement, maintenance, protection and exploitation — the functions that determine which entity is entitled to an intangible's return, regardless of legal ownership.
Totalization agreement
A social security agreement assigning coverage to one country and allowing contribution periods to be aggregated for benefits.
Trailing liability
A tax obligation that arises in a country after the employee has left it, typically on deferred compensation or equity.
annual compliance calendar design: Our analysis

The calendar maps every entity, every filing, every jurisdiction and every owner, with lead times for the documents that come from elsewhere in the group.

Whichever way the facts cut, you keep the same footing: a fee agreed in writing beforehand, a named practitioner reviewing the file, and nothing filed until the work is delivered and approved.

The published fees closest to annual compliance calendar design

A calendar built from scratch and a calendar refreshed after a reorganisation are priced differently, and so is one that has to name an owner and a lead time for every document arriving from another country in the group. Send the entity list and the quote follows in writing.

Individual tax filing

$349fixed, before work starts

Covers: Individual returns where salary, investments or property sit outside the country of residence, prepared so relief is claimed once and in the right place.

See this fee page

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

Why clients bring annual compliance calendar design to us

The order of filing is planned, not improvised

Which return goes first decides whether relief can be claimed at all. That sequence is worked out before anything is submitted.

The fee is fixed before we start

Quoted from your documents and agreed in writing. The number you accept is the number you pay.

Residence is tested, not assumed

Where you are resident for treaty purposes is a question with a method. We work through it and write down the answer, with the facts it rests on.

4 global offices

Meet us in person in India, the USA, Canada and the UAE, or send everything through the secure portal — the same process either way.

The firm’s founder at his desk in the Delhi office

How the engagement runs, phase by phase

Step 1

Initial call

A call to our 24-hour helpline to establish the facts and the dates that matter

Step 2

Scope and fee

A written scope and a fixed fee before any work starts

Step 3

Preparation and review

Preparation, then a named reviewer's sign-off before anything is filed

Step 4

Filing and payment

Filing, then payment — after you have seen and approved the result

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

The engagement, start to finish

  • Step 1: Hand over the paperwork in any state – Sorting it is our job. Send what exists and we identify what is missing from it.
  • Step 2: Priced before a single form is opened – The fee comes from the documents, agreed in writing, and stays where it was agreed.
  • Step 3: One position across every return – The same facts, filed consistently on each side, so nothing contradicts anything else.
  • Step 4: Filed after you have read it – The completed work reaches you before it reaches an authority.

Quoted up front, in writing.

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

Where to go next

Browse sideways: the pages below answer the neighbouring questions.

The work we do for clients like this

Form ITR-U — updated return (India) ITR-u India — the guide, the FAQ and the fixed fee.
MLI & the principal-purpose test The full guide to MLI principal purpose test, with the fee fixed before any work starts.
ODI forms — outbound investment (India) Its own page: odi forms India — mechanism, deadlines and published fees.
LRS limits & TCS on remittances (India) Everything on LRS limits & TCS on remittances India, at the same depth as this page.
Form RC1 — business number registration Rc1 business number registration — the guide, the FAQ and the fixed fee.
Regulation 102 — waiver application The full guide to regulation 102 waiver application, with the fee fixed before any work starts.
CRA residency determination review Its own page: CRA residency determination review — mechanism, deadlines and published fees.
Repatriating profits to Canada Everything on repatriating profits to Canada, at the same depth as this page.
Form 8991 — BEAT Form 8991 beat — the guide, the FAQ and the fixed fee.

Clients who arrive with this exact page

Team-sport athletes — what you owe in each country Team-sport athletes what you owe in each country — the guide, the FAQ and the fixed fee.
Day traders — what you owe in each country The full guide to day traders what you owe in each country, with the fee fixed before any work starts.
Tax for nurses working abroad Its own page: nurses working abroad tax — mechanism, deadlines and published fees.
Franchise owners — what you owe in each country Everything on franchise owners what you owe in each country, at the same depth as this page.
Individuals & families abroad cross-border tax Individuals & families abroad cross border tax — the guide, the FAQ and the fixed fee.
Tax for team-sport athletes The full guide to team-sport athletes tax, with the fee fixed before any work starts.
Tax for authors & screenwriters Its own page: authors & screenwriters tax — mechanism, deadlines and published fees.
Tax for short-term rental hosts Everything on short-term rental hosts tax, at the same depth as this page.
Oil & gas rotational workers — your filing calendar Oil & gas rotational workers your filing calendar — the guide, the FAQ and the fixed fee.

The corridors we work every week

US–UAE tax corridor US UAE tax — the guide, the FAQ and the fixed fee.
Latvia tax for expats — country guide The full guide to latvia tax for expats, with the fee fixed before any work starts.
Canada–United States tax corridor Its own page: Canada United States tax — mechanism, deadlines and published fees.
Qatar tax for expats — country guide Everything on Qatar tax for expats, at the same depth as this page.
Luxembourg tax for expats — country guide Luxembourg tax for expats — the guide, the FAQ and the fixed fee.
Bermuda tax for expats — country guide The full guide to Bermuda tax for expats, with the fee fixed before any work starts.
Tunisia tax for expats — country guide Its own page: tunisia tax for expats — mechanism, deadlines and published fees.
Singapore tax for expats — country guide Everything on Singapore tax for expats, at the same depth as this page.
Uganda tax for expats — country guide Uganda tax for expats — the guide, the FAQ and the fixed fee.

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

A Company That Needed a Resident on Its Board

Several jurisdictions require a locally resident director before a company can be registered or keep its filings current. The requirement is structural and is settled at incorporation rather than discovered at the first annual return.

Read how this one runs
Case study 2

One Employee Working From Another Country

A single remote employee can create payroll registration, withholding and social security obligations in their country, and sometimes a corporate presence too. The review sets out each obligation and the order they have to be registered in.

Read how this one runs
Case study 3

Putting a Foreign Hire on a Canadian Payroll

The obligation sits on the payer, and the payer is liable for what it failed to withhold. Registration, the residence question and any treaty exemption are settled before the first pay run rather than after.

Read how this one runs
Case study 4

A Margin Defended With a Benchmarking Set That Fits the Facts

A comparables set is only as good as the screening behind it, and a rejected set takes the margin with it. The study selects the tested party first, screens on function rather than on industry code, and records why each comparable survived.

Read how this one runs
Case study 5

An Adjustment in One Country and No Relief in the Other

A pricing adjustment taxes the same profit twice unless the other country makes a corresponding one. The mutual agreement route is what produces that relief, and it is opened on a timetable set by the treaty rather than by either revenue authority.

Read how this one runs
Case study 6

Interest and Penalties Put to a Relief Application

Relief is discretionary and is decided on the circumstances that caused the delay, evidenced year by year. The application is built from the same chronology the filings rest on, so the two cannot contradict each other.

Read how this one runs
Case study 7

Two Wills, Two Jurisdictions, One Estate

A will drawn for one country can revoke another or fail to reach assets held abroad. The review checks how each instrument interacts with the other and where probate will actually be required.

Read how this one runs
Case study 8

Getting Sale Proceeds Out of India

Repatriation runs on certification from an accountant and on the account the funds sit in, and the banking rules and the tax rules are separate gates. Both are cleared in sequence rather than together.

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

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

Athletes, Artists & Entertainers

Performance income is taxed where earned — Regulation 105 in Canada, withholding agreements in the U.S. — with special treaty articles overriding the usual rules.

Performance income is taxed where the performance happens, and the deduction is usually taken at source on the gross fee before expenses. Recovering the difference is a filing exercise in the other country, and it only works if the tour, the residency and the withholding certificates were documented while the work was being done.

  • 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

Annual compliance calendar design — questions we are asked

Annual compliance calendar design — do I need an adviser, or can I do it alone?

Some of it, yes — and we will say so on the call if that is the honest answer. The parts that are worth paying for are the ones where a missed election, a missed deadline or an unverified threshold costs more than the fee: the calendar maps every entity, every filing, every jurisdiction and every owner, with lead times for the documents that come from elsewhere in the group.

What if I have already filed and got it wrong?

That is a common starting point. We re-derive the position, identify whether an amendment or a disclosure route is the right vehicle, and tell you which one preserves the relief that is still available. The order matters more than the speed.

How long will it take?

It depends on the documents rather than on us. Once the pack is complete most filings turn around inside a fortnight; anything that needs a certificate from a tax authority runs on that authority's timetable, which we tell you at the start rather than at the end.

Is moving money between my own accounts in two countries taxable?

Moving your own capital between your own accounts is not itself income, so the transfer is not what creates tax. What can create tax or reporting is the income the money earned before it moved, a foreign-exchange gain on certain holdings, and the reporting obligations the balances themselves trigger — foreign account and asset reports keyed to balances rather than income. Remittances out of some countries also need certification before the bank will send them. See foreign account reporting.

What happens if the two countries disagree about which of them can tax me?

The treaty has a procedure for exactly that. You apply to the competent authority in your residence country, which takes the case up with its counterpart, and the two negotiate a position that removes the double taxation. Some treaties add binding arbitration if they cannot agree. It is slow and it runs on documents, so the practical work is preserving the record and filing protective claims while the clock runs. See our treaty work.

Do I get credit for all of the foreign tax I paid?

Only up to your own country's tax on that same income, and only for tax you were legally obliged to pay. Two consequences follow. Living somewhere that taxes you more heavily than your residence country does leaves an excess that becomes a carryover rather than a refund. And withholding suffered above the treaty rate is not creditable — the route back to that money is a refund claim in the country that took it. See claiming the credit.

Do you work with businesses as well as individuals?

Both, and frequently the same client in both capacities — a founder's personal position and their company's are separate questions that have to be answered together.

What if the answer is that I do not need you?

Then we say so on the call, and the call costs nothing. It happens often enough that we would rather you asked than assumed.

15+ years of cross-border experience

Talk to us about annual compliance calendar design

Describe what happened and which countries are involved; the fee comes back in writing before anything begins.

  • Your existing accountant keeps the domestic file
  • Re-quoted, never silently invoiced
  • Offices in India, the USA, Canada and the UAE

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