Competitively priced Cross-border tax for education & ed-tech

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We prepare and file the cross-border returns education & ed-tech need — both countries handled together, on a fixed fee agreed in writing up front. Ask us about competitively priced cross-border tax for education & ed-tech: call the 24-hour helpline on +1 (416) 619-0068, or request a written fixed quote today.

+1 (416) 619-0068 See fixed fees
  • 15+Years of cross-border experience
  • 18,000+Clients served
  • 5.0Google rating
  • 4Global offices — India, USA, Canada & UAE
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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
  • 18,000+ clients served
  • Google rating 5.0 out of 5
  • 24-hour helpline: +1 (416) 619-0068
In short

Selling education to consumers abroad triggers digital-supply and place-of-supply rules, while exemptions for education vary sharply by jurisdiction.

Further down: the governing rule, the first-call questions, two completed files with figures, the way the work runs, and where the fee is published.

The rule that applies to this group and not the one next to it

Selling education to consumers abroad triggers digital-supply and place-of-supply rules, while exemptions for education vary sharply by jurisdiction.

Here is the part that decides your answer. The general rules are the same for everyone; the provision that changes the answer is not. That is why a general adviser applies the default and stops, and why the relief written for this group goes unclaimed year after year.

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

Fixed fees for education & ed-tech cross border tax, agreed up front

For education and ed-tech the fee follows the number of markets you sell courses into and how many of them have to be tested for an education exemption. One country with the platform already collecting is a contained piece of work; a spread of consumer markets each needing its own answer is not. 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

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

Corporate cross-border filing

From $999

fixed, quoted before work starts

The corporate return and its cross-border schedules as one engagement, so the group files a consistent position everywhere.
See the fee schedule

Foreign asset & information reporting

From $349

fixed, quoted before work starts

Disclosure of assets and interests held abroad, built once from a single asset list and filed on every side that asks for it.
See the fee schedule

Payroll & mobility setup

From $999

fixed, quoted before work starts

Employer registration and withholding for staff on assignment, arranged before the first pay run rather than corrected after it.
See the fee schedule

Transfer pricing documentation

From $2,500

fixed, quoted before work starts

Benchmarking and documentation for related-party dealings, prepared to the standard the reviewing authority applies.
See the fee schedule

Catch-up & voluntary disclosure

From $349

fixed, quoted before work starts

Late and unfiled years, sequenced and filed together, with the relief available for the delay identified before the first return goes in.
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 — the whole fee schedule in one place, with no from-to bands to decode.

Three things we hear on the first call

  • Our courses may or may not be exempt in each country we sell to.
  • Our instructors are contractors in countries we have no presence in.
  • Our platform collects tax in some markets and not others.

None of those is unusual and none of them is a reason to be embarrassed. They are the normal consequence of a system that asks an individual to reconcile two sets of rules that were never designed to fit together. See also do I need transfer pricing documentation?.

What this looks like with numbers

The arithmetic is more persuasive than the description, so:

Equity that vests after the move

A grant worth C$216,000 at vest, over a 48-month vesting period, 21 months of which were worked in the first country and 27 in the second.

ItemAmount
Value at vestC$216,000
Vesting period (months)48
Months worked in the first country21
Months worked in the second country27
Apportioned to the first countryC$94,500
Apportioned to the second countryC$121,500

Two countries tax slices of one gain: C$94,500 and C$121,500 on this apportionment. Where their taxing points differ — grant, vest, exercise or sale — the credit can arrive in a year the other country is no longer taxing, which is the mismatch to plan around. 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.

The numbers, end to end

Here is the rule doing its work on an actual set of amounts.

Credit relief on one stream of income

Take C$175,000 of income taxed in both countries. Assume the other country charged 25% on it and the home country would charge 43% on the same amount.

ItemAmount
Income taxed in both countriesC$175,000
Tax paid abroad (assumed 25%)C$43,750
Home tax on the same income (assumed 43%)C$75,250
Credit available (lesser of the two)C$43,750
Home tax still payableC$31,500

The credit absorbs C$43,750 and leaves C$31,500 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.

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.

The four steps

  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
  • Every statutory figure in your file is verified for your own year at source.
  • Rated 5.0 out of 5 stars on Google, on a profile open for you to read.
  • A named reviewer signs off every statutory filing.

What to do next

We will tell you if you do not need us. That happens more often than you would expect.

Checked and signed off for the 2025 and 2026 filing seasons by Udit Gupta, Cross-Border Tax Expert, Legal Quotient Consultants. Published as general information. For a position on your own file, call the 24-hour helpline.

Where cross border tax compliance comes into this file

This is the page to read on cross border tax compliance. It takes cross-border tax for education & ed-tech in order — the test that decides who is affected, the returns and forms that follow from it, and a fee quoted in writing before anything starts.

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 education & ed-tech cross border tax

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

Four terms worth pinning down

Domicile
A concept of permanent home used by several systems alongside residence. Domicile is stickier than residence and can survive years of living elsewhere.
Personal services business
A corporation that is in substance an incorporated employee, taxed punitively with most deductions denied.
Delinquent FBAR
A late account report filed with a reasonable-cause statement where the income was reported and no examination is under way.
Lower deduction certificate
An Indian certificate authorising deduction at a reduced rate, applied for before the payment and the practical answer to a deduction computed on gross consideration.

Fixed fees around education & ed-tech cross border tax

This second band is priced on the people rather than the product. Instructors engaged as contractors in countries where an ed-tech business has no presence raise payroll and withholding questions of their own, and every country one of them sits in is a separate answer rather than a variation of the last.

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: One engagement for a personal return that touches more than one country: the income, the assets held abroad and the relief claimed against them.

See this fee page

Corporate cross-border filing

$999fixed, before work starts

Covers: The corporate return and its cross-border schedules as one engagement, so the group files a consistent position everywhere.

See this fee page

What working with us on education & ed-tech cross border tax looks like

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.

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.

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.

A named reviewer on every file

Every page on this site and every file we deliver says which practitioner reviewed it — a person, not a team inbox.

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

How the engagement runs, phase by phase

Step 1

The opening call

A short call to work out what actually applies to you and what does not

Step 2

Scope in writing

A written quote against a defined scope, with nothing billed by the hour

Step 3

Prepared and checked

We prepare, a named reviewer checks it, and you see it before it goes

Step 4

Filed, then supported

You approve, we file, and only then do you pay

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

A fixed quote first, in writing

  • 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

More of the same work, from other angles

Every link below is a full page of its own — the same depth as this one, for its own subject.

Core services for this situation

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Tax residency certificate and Form 10F The full guide to tax residency certificate and form 10f, with the fee fixed before any work starts.
Dividend repatriation from India Its own page: dividend repatriation from India — mechanism, deadlines and published fees.
Green card holder living in Canada Everything on green card holder living in Canada tax, at the same depth as this page.
US gift tax for non-residents US gift tax for non-residents — the guide, the FAQ and the fixed fee.
DTAA relief — India and the United States The full guide to DTAA relief — India and the United States, with the fee fixed before any work starts.
Payroll for a foreign employee in Canada Its own page: payroll for a foreign employee in Canada — mechanism, deadlines and published fees.
Form 1040-ES — estimated tax from abroad Everything on form 1040-es estimated tax abroad, at the same depth as this page.

Who we help

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Construction & contracting cross-border tax The full guide to construction & contracting cross border tax, with the fee fixed before any work starts.
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Tax for construction workers abroad Everything on construction workers abroad tax, at the same depth as this page.
Twitch & live streamers — what we charge Twitch & live streamers what we charge — the guide, the FAQ and the fixed fee.
IT contractors — what we charge The full guide to it contractors what we charge, with the fee fixed before any work starts.
Tax for course creators & coaches Its own page: course creators & coaches tax — mechanism, deadlines and published fees.
Nurses working abroad — relief you're probably missing Everything on nurses working abroad relief you're probably missing, at the same depth as this page.

Countries and corridors this work reaches

Netherlands tax for expats — country guide Everything on Netherlands tax for expats, at the same depth as this page.
Portugal tax for expats — country guide Portugal tax for expats — the guide, the FAQ and the fixed fee.
Spain tax for expats — country guide The full guide to Spain tax for expats, with the fee fixed before any work starts.
Romania tax for expats — country guide Its own page: romania tax for expats — mechanism, deadlines and published fees.
China tax for expats — country guide Everything on China tax for expats, at the same depth as this page.
Tanzania tax for expats — country guide Tanzania tax for expats — the guide, the FAQ and the fixed fee.
Italy tax for expats — country guide The full guide to Italy tax for expats, with the fee fixed before any work starts.
Barbados tax for expats — country guide Its own page: Barbados tax for expats — mechanism, deadlines and published fees.
Peru tax for expats — country guide Everything on Peru 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

Files that look like this one

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

Branch or Subsidiary, Decided Before Incorporation

The choice changes where profits are taxed, what has to be filed, and whether losses in the early years are usable. It is difficult to reverse once trading has begun, so it is modelled first.

Read how this one runs
Case study 3

Withheld at the Statutory Rate When a Treaty Rate Applied

Where withholding has already gone out at the full domestic rate, the treaty rate is recovered rather than applied. The file establishes entitlement for each payment, then puts the documentation in place so the following year runs at the correct rate from the start.

Read how this one runs
Case study 4

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 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

A US Citizen Settled in India, Filing on Both Sides

Residence in India and citizenship in the United States produce two annual returns for one income. The order decides the credit, and the Indian financial year and the US calendar year have to be reconciled before either is prepared.

Read how this one runs
Case study 7

A Student or Researcher Covered by a Treaty Article

Several treaties carry a dedicated article for students, trainees and visiting researchers that displaces the ordinary employment rules. Whether it applies turns on the purpose of the stay and the source of the funds, both of which are evidenced rather than asserted.

Read how this one runs
Case study 8

Moving Money Out of India and the Certificates It Needs

A remittance out of India needs its tax position certified before the bank will process it. The file establishes the character of the funds, produces the certification, and keeps the position consistent with the returns already filed.

Read how this one runs

All case studies — every published engagement in one place.

Delivery, coverage and how we work

Every link below is a full page of its own — the same depth as this one, for its own subject.

Where the work is delivered

More coverage detail

Core International & Cross-Border Tax Services

International Tax Planning & Advisory

Strategy and compliance for income, assets and families spread across borders.

Treaty residency & tie-breaker
FATCA reporting (Form 8938)
Foreign tax credit (Form 1116)
Multi-country filing calendar
Real estate holding structures
International tax planning
Pre-immigration tax planning
Family office structures
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

Form 1040 from abroad
US state non-resident returns
FBAR (FinCEN 114) filing
Form 5472 — foreign-owned US corp
FIRPTA withholding (Form 8288)
US estate tax exposure
IRS streamlined foreign offshore
PFIC reporting (Form 8621)
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

Departure tax leaving Canada
T1161 properties on emigration
Residency planning
Step-up in cost base on arrival
Split-year residency
Employment income under a treaty
Social security totalization
Returning to Canada after years abroad
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

Section 216 rental return
NR4 & NR6 withholding
Section 217 pension return
Section 116 clearance certificate
Regulation 105 waiver
Non-resident employment income
Taxable Canadian property
Part XIII withholding review
Default withholding is 25% of gross: elective returns routinely turn over-withheld rent and pensions into refunds.

Transfer Pricing & BEPS

s.247 contemporaneous documentation
Functional & risk analysis
Benchmarking study
Intercompany agreements
Country-by-country report
BEPS & Pillar Two
Permanent establishment risk
TP audit defence file
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

Cross-border wills
US estate tax for non-resident aliens
Terminal return & clearance certificate
Non-resident trusts (s.94)
T1141 & T1142 trust reporting
Inheriting property abroad
Graduated rate estates
Post-mortem planning & pipeline
Wills drafted for one country routinely misfire in the other — deemed disposition here, estate tax there, credits in between.

Cross-Border Corporate Tax

Entity selection across borders
Business profits & PE
Intercompany loans & thin cap
Paying dividends to a foreign parent
Global mobility & day tracking
Debt vs equity funding
Branch or subsidiary
Cross-border M&A due diligence
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

NRI residency day tests
NRE, NRO & FCNR accounts
TDS on property (s.195)
Lower or nil TDS certificate
Repatriating sale proceeds
Capital gains on Indian shares
India–Canada DTAA
ITR-2 for NRIs
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

T1135 foreign property
T1134 foreign affiliates
Departure tax
Newcomer's first return
Returning to Canada
Split-year residency
US citizens in Canada
Canada–US corridor
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

Expat tax in the UAE
Moving to the UAE
Moving back from the UAE
UAE property purchases
Retiring in the UAE
Canada–UAE corridor
India–UAE DTAA
US–UAE corridor
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

Cross-border tax for sellers shipping worldwide: marketplace withholding, foreign registrations and inventory nexus handled before they become audits.

Marketplaces withhold, remit and report in their own right, so the tax position of a single sale is decided by where the stock sat, where the buyer was and which platform collected — not by where the company is registered. We reconcile the platform's own filings against the returns before either is submitted.

  • 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

  • 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

Education & ed-tech cross-border tax — questions we are asked

What makes education & ed-tech different from an ordinary filing?

Selling education to consumers abroad triggers digital-supply and place-of-supply rules, while exemptions for education vary sharply by jurisdiction. An ordinary preparer applies the general rule and stops there, which is how the relief in the specific provision goes unclaimed.

Can you work with my existing accountant?

That is how most of these engagements run. They keep the domestic file, we take the cross-border piece, and the boundary is agreed in writing so nothing is done twice or missed.

Do American citizens living abroad have to pay taxes?

American expats and green card holders need to file US returns for life, and many of them pay little or no US tax once the relief is applied — but the filing is what unlocks the relief, so the two questions have different answers. The exclusion for foreign earned income, the credit for foreign tax already paid and the treaty between the two countries between them usually leave the total at roughly the higher of the two countries' tax rather than the sum. Skip the return and none of it applies. See Americans abroad.

Do I have to file in both countries?

Frequently yes, and the two filings do different jobs. The country where the income arises taxes it at source; the country where you are resident taxes your worldwide income and then gives credit for the tax already paid. Filing only one side is what leaves relief unclaimed — the credit has to be asked for on a return. We prepare both sides so the numbers agree. See dual filing.

What if an authority disagrees later?

The file is built to be defended: the position, the authority relied on, and the evidence, all recorded at the time. Representation in a review or objection is quoted separately when it is needed.

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.

Tax terms explained

Central management and controlZero-rated supplyWithholding taxTCSNotice of objectionExpatConstruction PEGAARStaking rewardRNORForm 3CEBDEMPEForm 926Unilateral relief Browse the full A–Z glossary

Related pages

Elsewhere in this section

All sectorsTransport & logistics cross-border taxImporters & exporters cross-border taxEngineering firms cross-border taxAdvisors & referral partners cross-border taxMedia & production companies cross-border taxManufacturers cross-border tax

Adjacent services

Covered expatriate testingControlled foreign corporation rules — international taxEconomic substance in the GulfReal estate holding structuresSetting up a US LLC as a CanadianWinding up a foreign subsidiary

What this costs

PE / structure opinion — fixed-fee priceStreamlined catch-up — 3 years + 6 FBARs — fixed-fee priceSection 116 clearance certificate — fixed-fee priceNewcomer first return — fixed-fee price
24-hour helpline: +1 (416) 619-0068

Let us take education & ed-tech filing off your desk

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

Contact Us 24-hour helpline +1 (416) 619-0068 See fixed fees
  • Your existing accountant keeps the domestic file
  • Offices in India, the USA, Canada and the UAE
  • A named reviewer signs off every filing

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