Frequently Asked Questions

To help our customers prepare their US expat taxes while living abroad we’ve prepared a list of the most frequently asked US expat tax questions.

US expats while living abroad

CHILD TAX CREDIT REFUND - RISK FREE

In the event that an IRS refund is not issued or partly issued due to a calculation or tax return preparation error on our part, you may be eligible to have Paid Fees refunded to you, in part, or in full.

In the event of any part of a refund being paid to a third-party or other US government office, this is deemed as issued and a Refund of Fees Paid will not be considered.

Please note, the IRS can issue your refund to cover outstanding debts such as US Student Loan which has not been repaid and is in default.

Try our free Child Tax Calculator here >>
DO I NEED TO FILE AN FBAR (FOREIGN BANK ACCOUNT REPORT)?
The Foreign Bank Account Reporting is part of FATCA (Foreign Account Tax Compliance Act)

The law states that US citizens and Green Card holders must report bank accounts held offshore if the highest balance of those accounts, when added together exceeds $10,000 or more at any time during the tax year.

Reporting includes the name and address of the bank, the account number, the highest balance during the year, and the names on the account.

Which offshore bank accounts do I need to include?
- All your personal accounts
- Any account that you have signing authority over
- Business bank accounts that you own or have signing authority over
- Foreign Pension accounts
- Stock trading accounts
What’s the easiest way to check if I need to file?

Gather monthly statements for each bank account that you need to include Look through the statements for the highest balance in the tax year and write it down Once you have been through every statement add up the highest balances If the total number is over USD $10,000 then you need to file an FBAR.

How do I file?
- We will complete your FBAR filing along with your IRS Federal tax return
- FBAR is due on April 15 at the same time as your tax return, but is automatically extended until October 15 if you fail to file on the said due date.
- Our expat tax specialists will take care of it all for you.
- You’ll be notified once the FBAR has been submitted.
CAN I GET FOREIGN TAX CREDITS?
Typically, the following four tests must be met for any foreign tax to qualify for the credit:
1. The tax must be imposed on you
2. You must have paid or accrued the tax
3. The tax must be the legal and actual foreign tax liability
4. The tax must be an income tax (or a tax in lieu of an income tax)
The tax must be imposed on you

You can claim a credit only for foreign taxes that are imposed on you by a foreign country or U.S. possession. For example, a tax that is deducted from your wages is considered to be imposed on you.

Foreign Country

A foreign country includes any foreign state and its political subdivisions. Income, war profits, and excess profits taxes paid or accrued to a foreign city or province qualify for the foreign tax credit.

Tax must be the Legal

Your qualified foreign tax is only the legal and actual foreign tax liability that you paid or accrued during the year. The amount of foreign tax that qualifies is not necessarily the amount of tax withheld by the foreign country. The amount of the foreign tax that qualifies for the credit must be reduced by any refunds of foreign tax made by the government of the foreign country or the U.S. possession.

Example 1: You received a $1,000 payment of interest from a Country A investment. Country A’s withholding tax rate on interest income is 30% ($300), but you are eligible for a reduced treaty withholding rate of 15% ($150) if you provide a reduced withholding statement/certificate to the withholding agent. Your qualified foreign tax is limited to $150 based on your eligibility for the reduced treaty rate, even if $300 is actually withheld because you failed to provide the required withholding statement/certificate.

Tax Must Be an Income Tax or Tax In Lieu of Income Tax

Generally, only income, war profits, and excess profits taxes (collectively referred to as income taxes) qualify for the foreign tax credit. Foreign taxes on wages, dividends, interest, and royalties generally qualify for the credit. The tax must be a levy that is not payment for a specific economic benefit and the predominant character of the tax must be that of an income tax in the U.S. sense.

Foreign tax is not an income tax and does not qualify for the foreign tax credit to the extent it is a soak-up tax. A soak-up tax is a foreign tax that is assessed only if a tax credit is available to the taxpayer. This rule only applies if and to the extent the foreign tax would not be imposed if the credit were not available. Foreign taxes on income can qualify even though they are not imposed under an income tax law if the tax is in lieu of an income, war profits, or excess profits tax. The tax must be a foreign levy that is not payment for a specific economic benefit and the tax must be imposed in place of, and not in addition to, an income tax otherwise generally imposed

Foreign taxes where you can’t take credit;
- Taxes on excluded income (such as the foreign earned income exclusion)
- Taxes for which you can only take an itemized deduction
- Taxes on foreign mineral income
- Taxes from international boycott operations
- A portion of taxes on combined foreign oil and gas income
- Taxes of U.S. persons controlling foreign corporations and partnerships who fail to file required information returns
- Taxes related to a foreign tax splitting event, and
- Social security taxes paid or accrued to a foreign country with which the United States has a social security agreement.
For more information about these agreements, refer to Totalization Agreements.
WHAT PARTS OF MY COMPENSATION AND INCOME ARE TAXABLE BY THE IRS?
The IRS considers many aspects of your income as taxable, here is a rough list of compensation items you need to include;
- Basic salary
- Call back, standby and overtime income
- Airfare allowances and home leave
- Administration allowances
- Transportation and internet allowances
- Education assistance
- Settling-in allowance
- All other cash or benefits received in-kind
Examples of some income that generally isn’t taxed;
- Reimbursement of business expenses
- Moving expenses as long as they are dollar for dollar
- Living away from home expenses
- A lump some that you don’t have to account for can be considered taxable income.
NEW TAX BILL
RENUNCIATION OF CITIZENSHIP

The decision to renounce your US citizenship is a big one, and if you have decided that it is the right choice for you, we can certainly help!

The renunciation process requires you to be caught up on your US tax obligation, which may mean filing up to 8 tax returns at one time as well as the Foreign Bank Account Reports. We can prepare all of these documents for you and help you file them with the IRS. The actual steps to renounce your citizenship and the number of returns required can vary based on the rules in your local US embassy, so we recommend speaking with someone there first, and then contacting us to do the tax return preparation for you.

We have a fixed fee renunciation package available to people that do not have the required 5 years of US tax returns in order to being the process.

Check out our American citizenship renunciation package here:
https://www.expattaxonline.com/renounce-american-citizenship/
DO I NEED TO FILE A US FEDERAL TAX RETURN?
Overall, US citizens and Green Card holders are required to file a US Federal Tax Return each year if their income is over the minimum threshold. No matter where you have earned this income, what currency it is earned in, or whether you have also paid taxes in the country in which you reside, you are required to file in the US if your income is above these levels.

The thresholds are currently:
- Single with income over $12,950
- Married filing jointly with income over $25,900
- Married filing separately with income over $5
- Self-employed individuals need to file if their income is over $400
- Head of Household is over $19,400
Note: You may need to file state taxes as well as taxes for your small business operating overseas. Depending on your situation, you may also be required to file additional reports including Form 8938 and the Foreign Bank Account Report (FBAR or FinCEN Form 114) to report assets held overseas.
I HAVE NOT FILED MY US TAX RETURNS IN YEARS; WHERE DO I START?

Your situation is quite common, and we help people with it every day.
Let me tell you about the Streamlined Offshore Filing Procedure. It’s an amnesty program the IRS is offering at the moment.
In a nutshell, we have to file the last three US tax returns that you’ve missed, plus your bank account reports for the last 6 years.
It is complicated, but all the hard work is done on our side, it really isn’t difficult for you at all.
By using the Amnesty program, you can forget about previous years, the IRS promises not to look back any further than three tax returns we file, as long as you promise to keep filing each year going forward.
On top of that, they promise no fines and no penalties.
The Streamlined Amnesty Program is only available for a limited time so it’s certainly worth taking advantage of.
Less than 1% of our clients pay US tax, so the chances are you won’t have to pay the IRS a single cent.
To get started in the process, complete our US Tax Amnesty questionnaire using this link: https://www.expattaxonline.com/streamlined-tax-amnesty-filing/

What’s the process?

Get Started Now

Basic Expat US Tax questions

2021 KEY FILING DEADLINES

• March 12 – The last date to apply for your 3520-A extension with Expat US Tax (Foreign Trusts etc)
• March 15 – The last date to file your 3520-A if you don’t have an extension
• April 15 – The last date to file your US tax return for those present in the US
• April 16 – Interest charges begin on any tax due, regardless of filing due date or extensions
• June 12 – The last date to request your US tax return filing extension to file by October 15
• June 15 – The last date to file your US tax return (for those outside the US on April 15) without an extension
• September 15 – The last date to file your 3520-A with an extension (Foreign Trusts etc)
• October 14 – The last date to request your US tax return filing extension to file by December 15
• October 15 – The last date to file your US tax return with a 6-month extension
• October 15 – The last date to file your FBAR with the automatic 6-months extension
• December 15 – Final deadline to file your US tax return with the 2-month discretionary extension requested before October 15.
STANDARD DEDUCTIONS
STIMULUS PAYMENTS

Under the Coronavirus Aid, Relief, and Economic Security (CARES) Act, most Americans will receive direct economic recovery rebate payments of $1,200 ($2,400 for couples filing jointly), plus $500 more for each child under age 17. The payments will start to phase out for joint filers with adjusted gross incomes above $150,000, head-of-household filers with AGIs above $112,500, and single filers with AGIs above $75,000. You do not have to live in the United States to be eligible.

If you have not received your stimulus payment(s), you can still claim the payment by filing your 2020 tax return if you’re eligible.

Medical expenses
You can deduct any out-of-pocket medical expenses in excess of 7.5% of your AGI as an itemized deduction.

Capital gains
The capital gain tax rates are 0%, 15%, and 20% depending on the income level. The 3.8% surtax on net investment income stays the same for 2020. It kicks in for single people with modified AGI over $200,000 and for joint filers with modified AGI over $250,000.

HOW CAN I APPLY FOR A SOCIAL SECURITY NUMBER (SSN) FROM ABROAD?
Whether you’re in Australia, Asia, Austria or Africa the process remains similar, but there are key differences.

Did you know? Many American citizens that apply for a SSN actually already have one, they just didn’t know about it.

Social Security Number application process and how to get started:
1. Anyone over the age of 12 must apply in person for a short interview. Interviews typically take place at a US embassy, consulate or military installation.
2. Complete the SSN application form carefully and completely.
3. You’ll need Proof of Birth. One of the following documents is required:
  a. Original U.S. birth certificate or
  b. Original U.S. Consular Report of Birth Abroad,
  c. Original birth certificate
1. You’ll need Proof of US citizenship. One of the following documents is required:
  a. Original U.S. birth certificate, or
  b. Original U.S. Consular Report of Birth Abroad, or
  c. Original U.S. Naturalization or Citizenship Certificate, or
  d. Original U.S. Passport.
1. You’ll need Proof of Identity. One of the following documents is required:
  a. Original U.S. Passport, must be current and signed, or
  b. Original Foreign Passport, must be current and signed
IMPORTANT NOTICE: If your birth name and identity document name are different, proof of name change must also be submitted, such as a marriage certificate.

SSN application – how to get started

Applying for a US Social Security Number from the UK (aged 12 and above):
Contact the Federal Benefits Unit by email to arrange an interview. The email subject line needs to be “SSN Appointment Required”. In the email, tell them which country you were born in. Also, request your preferred interview dates and times, giving the office several options.

The email address is FBU.London@ssa.gov

Expect a response within three working days. They will advise you of your appointment time.

Download and complete this form: https://www.ssa.gov/forms/ss-5fs.pdf

Have your original documents photocopied.

Take both your original and photocopied documents to the interview.

Direct any questions to the Federal Benefits Unit and contact them using this link

You can call the London Federal Benefits Unit Monday through Friday between the hours of 10:00am and 1:00pm

Callers within the UK
Please call 020-7499-9000 Extensions 23926

International callers
Please call +44-20-7499-9000 Extensions 23926

Please note, the London Federal Benefits Unit is closed for telephone calls on the last every Thursday of every month for internal training purposes.

The Federal Benefits Unit is located at:
U.S. Embassy, 33 Nine Elms Lane, London SW11 7US.

The closest tube and train station is Vauxhall.

There is no public parking.

Applying for a US Social Security Number from France (aged 12 and above):

You’ll need to arrange an interview at the Federal Benefits Office at the US embassy in Paris.

Before you do that, check you have the correct documents before booking.

You can book your interview with the Federal Benefits Unit online using this link:

https://fr.usembassy.gov/u-s-citizen-services/social-security-administration/social-security-contact-us/

Download and complete this form: https://www.ssa.gov/forms/ss-5fs.pdf

Required documents – you’ll need both original and photocopied documents at your interview.
1. You’ll need Proof of Birth. One of the following documents is required:
  a. Original U.S. birth certificate or
  b. Original U.S. Consular Report of Birth Abroad, or
  c. Original birth certificate
2. You’ll need Proof of US citizenship. One of the following documents is required:
  a. Original U.S. birth certificate, or
  b. Original U.S. Consular Report of Birth Abroad, or
  c. Original U.S. Naturalization or Citizenship Certificate
3. You’ll need Proof of Identity. One of the following documents is required:
  a. Original U.S. Passport, must be current and signed, or
  b. Original Foreign Passport, must be current and signed or
  c. Original French passport or French Identity card, must be current and signed
  d. A Passport or national identity card issued by another country may be acceptable, please contact the Federal Benefits Unit for advice
Contact the Federal Benefits Unit:

The US embassy is located at:

4 Avenue Gabriel
75382 Paris Cedex 8
France
Phone: 01.43.12.27.05

Phone calls are taken Monday, Tuesday and Thursday from 9:00 to 11:00 am

Email: FBU.Paris@ssa.gov
WHAT IS FORM W-9?

Officially, IRS Form W-9 is a “Request for Taxpayer Identification Number and Certification”.

The W-9 is a simple form your local bank may ask you to complete.

Your local bank must report your account information and balances to the US government, and this form helps them verify who you are.

It’s quite basic, simply complete your name, address and TIN (which for most Americans is their Social Security Number).

If you hold US citizenship but you do not have a Social Security Number, read our FAQ guide “How can I apply for a Social Security Number (SSN) from Abroad?” above.
WHO ARE WE?

Expat Tax Online LLC is owned and operated by Expat US Tax, which has been successfully trading since 2011.

Both companies are owned by Andrew J. Landin

2023 marks Andrew’s 20^th year of expatriate taxes in a career which started with Ernst & Young in London, before relocating to Melbourne and joining PricewaterhouseCoopers. While in Australia, Andrew was a US/ Australian expatriate tax manager focusing on the financial services and oil and gas industries. In 2010, Andrew undertook a secondment to PricewaterhouseCoopers Qatar where his main clients were two of the prestigious US universities in Education City before leaving PricewaterhouseCoopers to establish Expat US Tax in February 2011.

Read more..
HOW DO I SHARE MY EXPAT TAX DOCUMENTS WITH YOU?

UPLOADING DOCUMENTS FROM YOU TO US –

When you upload your private documents into your Secure Tax Folder we want you to know one thing; We use Citrix ShareFile.

Your data is protected by the same 256-bit encryption you would find on any international banking website. Your Secure Tax Folder is only accessible by you and Expat Tax Online staff that need access to your data.

Read more about expat tax online security..
HOW AND WHEN DO I PAY?
HOW DO YOU KEEP MY DATA SAFE?

The security of your personal and private information is our top priority.

We use the leading products available from around the globe to keep your data as safe and secure as possible.

Your information is collected via our fully secure (SSL) HTTPS online questionnaire.

Once your questionnaire has been submitted, it is removed from the first secure server and moved to your Citrix ShareFile Secure Tax Folder.

If you also upload information to your Secure Tax Folder, this cloud storage service is provided by Citrix, one of the leading secure storage facilities available today.

We use Wolters Kluwer, the worlds leading tax preparation software to prepare your tax returns for total accuracy, compliance and storage security.

Online payments are secured by Stripe, one of the worlds largest online credit card processing facilities. Stripe transact and protect millions of online transactions everyday.

To this day, we have never experienced a personal data breach.
IS IT SAFE TO ENTER MY PERSONAL DETAILS ON EXPAT TAX ONLINE?

Yes! The whole site is secure and encrypted.

That’s why the URL (domain name) for the website starts with “https” and not “http”. The “s” means the site is secure.

Hyper Text Transfer Protocol Secure (HTTPS) is the secure version of HTTP, the protocol over which data is sent between your browser and the website that you are connected to. The ‘S’ at the end of HTTPS stands for ‘Secure’. It means all communications between your browser and the website are encrypted.

Simply stated, our website is extremely secure. We use the same 256-bit encryption used by international banks around the world. Your information is only accessed by the CPA or IRS Enrolled Agent who is preparing your tax returns.

Once we have your data it is stored at Citrix Sharefile, one of the safest and most secure storage systems in the world.

Online payments are secured by Stripe, one of the worlds largest online credit card processing facilities. Stripe transact and protect millions of online transactions everyday.

To this day, we have never experienced a personal data breach.

Learn more about our security here: Expat Tax Online Security
100% SATISFACTION GUARANTEE

Whenever you have a problem or complaint, please contact us as soon as possible so we can help.

We have senior members of our team available every business day should you feel that your matter needs to escalated.

We also offer a 100% satisfaction guarantee. If you’re not happy with us, you can cancel your service order with us at any point up until your tax returns have been prepared.

All fees you have paid will be refunded back to your credit card promptly in line with our terms and conditions.
WHO PREPARES MY TAX RETURN?
WHO CAN I SPEAK TO DURING THE PROCESS FOR HELP?

When you get started with us, you’ll be allocated a dedicated Client Coordinator. They’re on hand to answer all your questions, and proactively keep you up to date with our progress.
Our Client Services Team are available 12 hours a day, Monday through Friday, and will be on hand to help you at any stage.
You can contact us by Facebook Messenger, WhatsApp, Email and LiveChat.

Alternatively, give your local office a call, all our phone numbers are on our Contact page.
HOW DO I GET STARTED?
I HAVE NOT FILLED MY US TAX RETURN IN YEARS; WHERE DO I START?

Your situation is quite common, and we help people with it every day.
Let me tell you about the Streamlined Offshore Filing Procedure. It’s an amnesty program the IRS is offering at the moment.
In a nutshell, we have to file the last three US tax returns that you’ve missed, plus your bank account reports for the last 6 years.
It is complicated, but all the hard work is done on our side, it really isn’t difficult for you at all.
By using the Amnesty program, you can forget about previous years, the IRS promises not to look back any further than three tax returns we file, as long as you promise to keep filing each year going forward.
On top of that, they promise no fines and no penalties.
The Streamlined Amnesty Program is only available for a limited time so it’s certainly worth taking advantage of.
Less than 1% of our clients pay US tax, so the chances are you won’t have to pay the IRS a single cent.
To get started in the process, complete our US Tax Amnesty questionnaire using this link: https://www.expattaxonline.com/streamlined-tax-amnesty-filing/
HOW LONG DOES IT TAKE?

How to Whitelist Email from Expat Tax Online, LLC

To ensure that the email we send you ends up in your inbox, and isn’t mistakenly sent to the junk folder, please whitelist our email address, which are clark@expattaxonline.com and hello@expattaxonline.com.

Below is information on how to whitelist us with AOL, Yahoo, Gmail, Hotmail, Outlook, Apple Mail, ThunderBird and Postini. Even if your ISP or email program is not listed, with these instructions you should be able to figure out how to whitelist our email address at any ISP or with any email program.

Also, if you find email from clark@expattaxonline.com or hello@expattaxonline.com in your spam or junk folder, please take that opportunity to tell your mail program that it is not spam by hitting the “not spam”, “not junk” or similar button, as that will train your program to whitelist it.

AOL

To add clark@expattaxonline.com to your AOL address book:

1. Open an email from us and then click the ‘This Is Not Spam’ button
2. Click the Mail menu and select Address Book
3. Wait for the Address Book window to pop up, then click the ‘Add’ button
4. Wait for the Address Card for New Contact window to load
5. Paste clark@expattaxonline.com into the ‘Other E-Mail’ field
6. Make our “From” address, clark@expattaxonline.com, the Primary E-Mail address by checking the appropriate box
7. Click “Save”
Yahoo!

To whitelist clark@expattaxonline.com with Yahoo!, you will need to set up a “filter” after first taking the following steps:

1. If you find email from clark@expattaxonline.com is going to your Yahoo! bulk folder, open it and click “Not Spam”
2. Be sure that the address clark@expattaxonline.com is not in your “Blocked Addresses” list. If clark@expattaxonline.com is on your “Blocked Addresses” list, select it and click “Remove Block”

Now to create the filter:

3. Open your mail and click on “Mail Options” in the upper right hand corner
4. Select ‘Filters’ (in the bottom left corner)
5. On the Filters page, click “Add”
6. Select the “From header:” rule, and add “contains” and clark@expattaxonline.com, which tells the system to put email with clark@expattaxonline.com in your inbox and not the bulk folder.
7. Click the “Choose Folder” pull down menu and select ‘Inbox’
8. Pick the Add Filter button
Hotmail

To whitelist our address with Hotmail you will need to add clark@expattaxonline.com to your Hotmail Safe List. Here’s how:

1. First, if you find email from us in your Hotmail junk folder, open the email and click “Not Junk”
2. Next, check to see if if the email address clark@expattaxonline.com is on your Blocked Senders list. If you find clark@expattaxonline.com on your Hotmail blocked senders list, select it and click on the “Remove” button.
3. Next, open your mailbox and click “Options” in the upper right hand corner
4. At the top of the page, click on the “Junk E-mail Protection” link
5. Next, click on “Safe List”, which is down near the bottom
6. Copy and paste clark@expattaxonline.com where it says “Type an address or domain”
7. Click the “Add” button
Gmail
Microsoft Outlook
Thunderbird

To whitelist in Thunderbird, you will need to add clark@expattaxonline.com to your address book, and then set up your Thunderbird Junk Mail Controls to whitelist your address book.

1. First, if you find email from clark@expattaxonline.com in your Junk folder, right-click on our email and choose “Mark as Not Junk”
2. Next, click the Address Book button
3. Highlight the Personal Address Book
4. Click on “New Card”
5. In the “Contact” tab of the new card, copy and paste clark@expattaxonline.com to the email dialog box
6. Click “Ok”
7. Next, to whitelist your address book, select “Tools > Junk Mail Controls” from the drop down menu
8. Update the “White Lists” module under the “Settings” tab by selecting “Personal Address Book” from the drop down menu, and then check the box next to “Do not mark messages as junk mail”
9. Click “Ok”
Apple Mail for OS X

1. First, if email from clark@expattaxonline.com ends up in your junk folder, highlight or open it and click “Not Junk” at the top of your screen.
Then:
2. Go to Mail > Preferences from your Mail menu
3. Go to the Rules tab
4. Select Add Rule
5. Give this rule a name such as “Expat Tax Online, LLC”
6. Create a rule that says “If any of the following conditions are met: ‘From’ ‘Contains'” and then paste in “clark@expattaxonline.com”
7. From the actions, select ‘Move message’ to mailbox ‘Inbox’.
8. Click “OK”
Bell/Sympatico

To whitelist clark@expattaxonline.com with Bell / Sympatico:

1. Using www.bell.ca/ webmail sign in to your Sympatico account.
2. On the Sympatico web page, click on the Options tab at the top of the page. Select the ’More Options’ link at the bottom of the drop down menu.
3. On the new page, under ’Junk e-mail’ click the ’Safe and Blocked Senders’ link.
4. On the next page, click the ’Safe Senders’ link.
5. Enter clark@expattaxonline.com in the box.
6. Click the ’Add’ button beside it. The screen will refresh and the email address should appear in the Safe List. This will tell Sympatico that email from clark@expattaxonline.com should not be treated as spam.
Rogers

In Rogers Mail, log into your email account and follow these steps to add clark@expattaxonline.com to your address book:

1. On the main screen, select the ’Add’ link next to the Contacts item, on the left hand side of the page.
2. A form will appear in the middle of the screen. On this form, enter Expat Tax Online, LLC and clark@expattaxonline.com and select ’Save’

If you’re still not receiving email you are expecting, there are two things you can do:
1. Use the ’Not Spam’ button in your Bulk folder.
2. Create a filter to automatically send email from clark@expattaxonline.com to your Inbox. This is the only way to really ensure delivery.

Report as “Not Spam”
1. Check your Rogers Bulk folder
2. If you see the email from clark@expattaxonline.com, highlight it and click ’Not Spam’
3. This does not guarantee that your mail will be delivered in the future, but it does help.

Create a Filter
1. Click ’Options’ in the top right navigation bar
2. Select ’Mail Options’ from the list that drops down
3. Choose ’Filters’ located on the left side of the page
4. Click the ’Add’ button on the Filters page
5. Choose the field you want to match in the incoming message. For example, “header” or “to”.
6. Choose the criterion by which you want a match to be made, such as “contains”
7. Enter the text string to compare. For example: clark@expattaxonline.com
8. Choose the destination folder to which you would like the message delivered. For example: Inbox
Telus.net Webmail

Make sure that our messages arrive in your inbox by adding clark@expattaxonline.com to your address book and confirm that our email is not spam by reporting so in Telus Webmail.

Add Sender to Address Book

1. Click on ’Address list’ on the sidebar menu.
2. Type clark@expattaxonline.com into the text box.
3. Click ’Save.’

Report non-spam – TELUS Webmail

1. Open and log into TELUS Webmail.
2. Select the email(s) you would like to report.
3. Click on the ’Not Spam’ button above the email(s).
4. The message will be automatically reported as Not Spam.
Shaw

In Webmail for Shaw, log into your email account and follow these steps to add clark@expattaxonline.com to your safe list and to ensure that our emails are not automatically deleted. This ensures that you never miss out on any of our emails!

1. On the main screen, select the ’Address Book’ tab at the top
2. This page will list any/all of your contacts within your address book. On this page, at the bottom, enter Expat Tax Online, LLC and clark@expattaxonline.com
3. Then, Select ’Add Contact’
Once you see our email listed in your personal address book, it means that we’ve been white listed, and will help ensure that you continue to receive our emails straight to your inbox.

Shaw has the practice of deleting any message that appears to have spam-like qualities, even if you’ve asked to receive them. With this turned on, emails can be deleted automatically without ever been seen. To disable this automatic filter, please follow these steps:

1. On the main screen, select ’Settings’
2. Then, select the ’Spam Filter’ link
3. On this page, you have the ability to adjust your spam filter settings. Select ’Disable Junk Email Filtering’ so no emails are blocked or deleted automatically.
4. Press the ’Save’ Button
Postini

You do not need to whitelist email from Expat Tax Online, LLC in Postini unless you find it trapped in the “Junk” area by Postini.

1. Log into your Postini account
2. Look to see if any email from clark@expattaxonline.com is listed in your Junk area
3. If you find email from clark@expattaxonline.com in the Junk area, check the check box next to the email from clark@expattaxonline.com
4. Click the “Deliver Selected” link at the very top of the Junk screen
5. On the next screen, click the “Approve Sender” check box next to the email from clark@expattaxonline.com
6. Click the “Approve Selected Senders” button

Frequently Asked Questions

US expats while living abroad

What’s the process?

Basic Expat US Tax questions

UPLOADING DOCUMENTS FROM YOU TO US –

How to Whitelist Email from Expat Tax Online, LLC

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