Affordable Relocation benefits & taxability

Relocation packages are assembled by mobility teams and taxed by two revenue authorities, and the same allowance can be tax-free in one country and fully taxable in the other. Affordable relocation benefits & taxability 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

Whatever documents you hold are enough to begin: we read them and put a fixed price in writing first.

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

Relocation packages are assembled by mobility teams and taxed by two revenue authorities, and the same allowance can be tax-free in one country and fully taxable in the other. Moving costs, housing allowances, tax-return preparation and school fees each have their own treatment in each system, and gross-up obligations follow from that.

Who this applies to

  • An employer-of-record provider handles payroll and nobody has tested the presence risk
  • A home-country payroll is still running for someone who has moved
  • An employee works in a country your payroll does not cover
  • Someone is on assignment, secondment or a rotational schedule
  • Equity was granted in one country and vests in another

If any of that is familiar, keep reading. If none of it is, the shortest route is to describe your own situation and let us name the right page for it.

The team reviewing a file together at a desk

Relocation benefits & taxability — priced before we start

Pricing a relocation benefits review follows the package: how many components it carries — moving costs, housing, school fees, tax-return preparation — and how many countries tax them. Modelling one allowance across two systems is short work; a whole package with gross-up obligations on both sides is not. The fee is agreed in writing first.

Cross-border payroll setup — fixed-fee price

From $999

fixed, quoted before work starts

Registrations, source deductions and reporting in the country of work, plus the social security certificate and the day-count discipline that supports the position.
See the full fee page

Departure (emigration) return — fixed-fee price

From $349

fixed, quoted before work starts

The departure-year return with the deemed disposition computed, the property listing filed, and any election to defer payment against security prepared alongside.
See the full fee page

Payroll & mobility setup

From $999

fixed, quoted before work starts

Payroll set up for a workforce split across countries, including the relief that stops the same salary being withheld on twice.
See the fee schedule

Non-resident & departure filings

From $349

fixed, quoted before work starts

Non-resident filings and the two part-year returns a move produces, sequenced so neither country taxes the same income twice.
See the fee schedule

Individual tax filing

From $349

fixed, quoted before work starts

A personal filing built from your own documents — employment, investment and rental income across borders, with the treaty position set out.
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

Foreign asset & information reporting

From $349

fixed, quoted before work starts

The reporting obligations that attach to owning something abroad, worked out from your holdings rather than from the tax return alone.
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

All published fees on one page — all of it on a single page, so the number you compare is the number you pay.

What is really being tested

Relocation packages are assembled by mobility teams and taxed by two revenue authorities, and the same allowance can be tax-free in one country and fully taxable in the other.

Moving costs, housing allowances, tax-return preparation and school fees each have their own treatment in each system, and gross-up obligations follow from that. Modelling the package after tax is what makes the offer mean what it says.

That mechanism has a practical edge to it: it rewards preparation and punishes discovery. A filer who maps the obligation before the year ends is choosing between options; a filer who finds it afterwards is usually choosing between remedies.

Every statutory figure that reaches your file is checked against the authority that issues it, for the year in question, before anything is filed. Where we cannot verify a number for your year, the advice explains the mechanism instead and says so plainly, because an unverified threshold is a liability rather than a shortcut. See also regulation 102 waiver and tax for dentists.

What we actually file

  • Shadow payroll and the equalisation entries that reconcile it
  • Assignment documentation that settles who the employer actually is
  • Day-count records assembled from travel data
  • Year-end reconciliations between the two payrolls
  • Host and home payroll registrations and returns

The numbers, end to end

It is easier to see with numbers attached.

Splitting one salary between two countries

A salary of C$128,000 for a year with 215 working days, 77 of them performed in the other country. Employment income is generally sourced to where the work was physically done.

Splitting one salary between two countries
ItemAmount
Annual salaryC$128,000
Working days in the year215
Days worked in the other country77
Days worked at home138
Income sourced to the other countryC$45,842
Income sourced at homeC$82,158

C$45,842 is sourced abroad on this split, which is the figure the host country taxes and the figure the home credit is computed on. Reproduce this from a travel record, not from memory — it is the first thing an auditor asks for. The interesting question is where your own figures fall relative to that, which is a computation rather than an opinion.

An illustration, not a client file. The sums are chosen for legibility and the thresholds are stated for the example alone — nothing reaches a filing until it has been confirmed at source for your own year.

How the engagement runs

  1. 1A call to the 24-hour helpline to find out whether this is a filing or a project
  2. 2A fixed fee for a written scope — re-quoted if the scope changes, never invoiced silently
  3. 3Preparation against the evidence, with the positions documented as we go
  4. 4Your approval, then the filing — in that order

What it costs

The commercial part is deliberately boring. One fixed fee for a written scope, agreed up front in writing — which is what lets us tell you honestly when relocation benefits & taxability is smaller than you feared. Comparable engagements and their fixed fees are set out on the pricing pages.

  • Every statutory figure in your file is verified for your own year at source.
  • A named reviewer signs off every statutory filing.
  • Documents move through an access-controlled portal rather than email.

What to do next

One call now is worth more than a filing season of guessing. One call to our 24-hour helpline is usually enough to tell you whether this is a filing or a project, and what each would cost. The call is free, and we will say so if the answer is that you do not need us.

Checked and signed off 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 Canada newcomer tax benefit comes into this file

Read this page for Canada newcomer tax benefit. It works through relocation benefits & taxability 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.

People also search for: tax treaty with the united states · tax data · countries with tax treaties · which countries have tax treaties with the united states · state tax for expats.

Relocation packages are assembled by mobility teams and taxed by two revenue authorities, and the same allowance can be tax-free in one country and fully taxable in the other.

From first contact to filed return

  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.

The difference a dedicated cross-border team makes

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

FIRPTA
The US regime taxing a foreign person's disposition of US real property interests, enforced by withholding from the sale proceeds by the buyer.
CFC
Controlled foreign corporation — the US concept whose earnings in defined categories are taxed to US shareholders before distribution.
Source income
Income treated as arising in a particular country by that country's sourcing rules. Sourcing decides who taxes first and therefore who gives credit.
Mutual agreement procedure
The treaty process by which two competent authorities resolve a case of double taxation, available even where domestic appeal rights have run.
relocation benefits & taxability: How we read this one

Moving costs, housing allowances, tax-return preparation and school fees each have their own treatment in each system, and gross-up obligations follow from that.

None of what follows shifts the terms. Scope and fee are settled in writing before anything is prepared, the result carries a named reviewer, and nothing is filed unseen.

Fixed fees around relocation benefits & taxability

When you ask also changes it. Modelling before the employee accepts costs less than reworking a package that has already been paid, where what each payroll reported has to be corrected and the gross-up recalculated on amounts the employee actually received.

Non-resident & departure filings

$349fixed, before work starts

Covers: Non-resident filings and the two part-year returns a move produces, sequenced so neither country taxes the same income twice.

See this fee page

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

The difference a dedicated cross-border team makes

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.

Every figure on a page is traceable

Where a rate or a threshold appears in our writing it names the tax year it belongs to. Where it could not be confirmed, the page describes the mechanism and quotes no number.

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.

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

From first call to filed return

Step 1

The opening call

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

Step 2

Scope in writing

A written scope and a fixed fee before any work starts

Step 3

Prepared and checked

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

Step 4

Filed, then supported

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

The team at work in the open-plan office

From first document to filed return

  • 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

The rest of this practice

Each of these carries its own guide, pricing pointers and FAQ.

Core services for this situation

Canadian with a US brokerage account Everything on Canadian with US brokerage account tax, at the same depth as this page.
Form 2553 — S-corporation election Form 2553 s corporation election — the guide, the FAQ and the fixed fee.
Form 26AS — tax credit statement (India) The full guide to form 26as India, with the fee fixed before any work starts.
Moving to Canada — a newcomer's first return and benefit claims Its own page: Canada newcomer tax benefit — mechanism, deadlines and published fees.
Tax equalisation & protection policies Everything on tax equalisation & protection policies, at the same depth as this page.
Filing 10 years of missed returns Filing 10 years of missed returns — the guide, the FAQ and the fixed fee.
Resale price & cost plus methods The full guide to resale price & cost plus methods, with the fee fixed before any work starts.
Setting up a US LLC as a Canadian Its own page: setting up a US LLC as a Canadian — mechanism, deadlines and published fees.
AIS & TIS — annual information statement (India) Everything on ais & tis India, at the same depth as this page.

Who we bring this work to

Team-sport athletes — your filing calendar Everything on team-sport athletes your filing calendar, at the same depth as this page.
Tax for professors & lecturers Professors & lecturers tax — the guide, the FAQ and the fixed fee.
Tax for authors & screenwriters The full guide to authors & screenwriters tax, with the fee fixed before any work starts.
Amazon FBA sellers — your filing calendar Its own page: amazon fba sellers your filing calendar — mechanism, deadlines and published fees.
Physicians & surgeons — relief you're probably missing Everything on physicians & surgeons relief you're probably missing, at the same depth as this page.
Tax for physicians & surgeons Physicians & surgeons tax — the guide, the FAQ and the fixed fee.
Cross-border truck drivers — relief you're probably missing The full guide to cross-border truck drivers relief you're probably missing, with the fee fixed before any work starts.
Tax for team-sport athletes Its own page: team-sport athletes tax — mechanism, deadlines and published fees.
Tax for actors & film crew Everything on actors & film crew tax, at the same depth as this page.

Where our clients live and work

Israel tax for expats — country guide Everything on Israel tax for expats, at the same depth as this page.
Malaysia tax for expats — country guide Malaysia tax for expats — the guide, the FAQ and the fixed fee.
Portugal tax for expats — country guide The full guide to Portugal tax for expats, with the fee fixed before any work starts.
Japan tax for expats — country guide Its own page: Japan tax for expats — mechanism, deadlines and published fees.
Lithuania tax for expats — country guide Everything on lithuania tax for expats, at the same depth as this page.
Russia tax for expats — country guide Russia tax for expats — the guide, the FAQ and the fixed fee.
Switzerland tax for expats — country guide The full guide to Switzerland tax for expats, with the fee fixed before any work starts.
United States tax for expats — country guide Its own page: United States tax for expats — mechanism, deadlines and published fees.
Saudi Arabia tax for expats — country guide Everything on Saudi Arabia tax for expats, 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

An Assignee Paid at Home and Taxable Away

Where pay stays on the home payroll but the tax arises elsewhere, a shadow run reports the second country's liability without duplicating the payment. Setting it up correctly is what keeps both sides reconcilable.

Read how this one runs
Case study 2

One Salesperson Abroad, and a Corporate Filing Obligation

A single employee with authority to conclude contracts can create a taxable presence for the whole company. The review tests what the person actually does against the treaty article, and where a presence exists, works out what profit is attributable to it.

Read how this one runs
Case study 3

Trips That Added Up to a Filing Obligation

Short visits are tracked against a treaty threshold that is measured over a moving window rather than a calendar year. Where the threshold is passed, the obligation reaches back over the whole period.

Read how this one runs
Case study 4

Social Security Paid Twice Until a Certificate Arrived

Income tax relief does not reach a social security charge; only an agreement does, and only against a certificate from the system actually being paid into. Obtaining it is the work, and it is often retrospective.

Read how this one runs
Case study 5

Paid for Work Done in Canada While Living Elsewhere

Employment carried out in Canada is taxable here even where the employer and the bank account are not. The engagement establishes how many of the days were worked in Canada, applies the treaty employment article, and deals with the withholding the payer has already taken.

Read how this one runs
Case study 6

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
Case study 7

A US LLC Owned by a Canadian, Taxed Twice by Design

The two countries classify an LLC differently, so the credit relief that ought to apply frequently does not. The engagement looks at whether the structure can be changed, and where it cannot, at how to make the credit work.

Read how this one runs
Case study 8

A Shareholder Loan Across a Border at No Interest

An interest-free loan between related companies is priced as if it carried interest, and in some cases a deemed benefit follows as well. The file sets a rate against the borrower's own credit profile and documents the terms that support it.

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

Relocation benefits & taxability — questions we are asked

Relocation benefits & taxability — is this a do-it-yourself job?

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: moving costs, housing allowances, tax-return preparation and school fees each have their own treatment in each system, and gross-up obligations follow from that.

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.

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.

What is a totalization agreement and how do I use one?

A social security agreement that stops you contributing to two systems for the same work, and lets periods in both count towards benefit eligibility in either. Which system you stay in depends on the agreement's rules for your situation — a seconded employee usually remains in the home system for a set period, a locally hired one usually joins the host system. You evidence it with a certificate of coverage obtained before or shortly after the assignment starts. See certificates of coverage.

I work remotely from another country for a company back home — who taxes me?

Usually the country you are physically in, because employment income is generally sourced where the work is done, with your residence country taxing it as well if you are resident there and giving credit. Three things follow: your employer may acquire withholding and social security obligations where you sit, a treaty tie-breaker may be needed if both countries call you resident, and a short trip that becomes a long stay can cross a residence threshold nobody was watching. See remote workers and digital nomads.

What happens after the filing?

You get the filed copies and a note of anything due next year, with the dates. Where an authority responds, that correspondence comes to us if the authorisation is in place.

Will this trigger an audit?

Filing correctly does not create risk; a pattern of missing filings does. Where a disclosure route is involved we set out what the authority will see and in what order before you commit to it.

Meet us in person at any of our offices

Ready to deal with relocation benefits & taxability?

We scope it on a call, quote it in writing, and you see the result before anything is filed.

  • A named reviewer signs off every filing
  • 24-hour helpline, +1 (416) 619-0068
  • Your existing accountant keeps the domestic file

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