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Step 1 of 12

8%

Which tax year would you like to file for?(Required)

Tax Year 2025

Tax Year 2024

Tax Year 2023

Streamlined Tax Amnesty Program (help me catch up, I'm at least 3 years behind)

Renounce US citizenship

Select your employment type(Required)

Check all that apply.

Employee

Self-employed / Freelancer / Micro-Entrepreneur (not a company)

I have a registered company

I have a partnership

Unemployed or investment income only

Government assistance income only

Roughly convert your annual income into US dollars.(Required)

$0 - $100,000

$101,000 - $150,000

$151,000 - $250,000

Above $250,000

Do you have any children that hold U.S. citizenship and their own Social Security Number?(Required)

Yes

No

Select the years in which they were younger than 17 years old on December 31(Required)

Select all that apply

2021

2022 (younger than 18)

2023

2024

They were older in all years

Please confirm the following by selecting the statements...(Required)

My dependent(s) lived with me for at least 6 months of the tax year in question

I contributed at least 50% of their costs during the tax year in question

Neither statement applies

How many children do you want to claim for?(Required)

Are you the owner or beneficiary of a non-US trust?(Required)

No

Owner

Beneficiary

Both

More than one non-US trust

Do you invest in Mutual Funds, Unit Trusts, ETFs or QROPS?(Required)

No

Yes

Maybe, I'm not sure exactly.

Tell us your main country of residence(Required)

As you're filing from Australia, please select which accounts you hold...(Required)

Superannuation

Self Managed Superannuation Fund

None

As you're filing from Canada, please select which accounts you hold...

TFSA

RESP

TFSA & RESP

None

As you're filing from New Zealand, please select which accounts you hold..(Required)

Kiwisaver

None

As you're filing from the United Kingdom, please tell us about your private/employer pension.(Required)

I have an employer pension. My employer and I contribute equal amounts into my pension.

I have an employer pension. My employer contributes a higher percentage than I do.

I have an employer pension. My employer contributes a smaller percentage than I do.

I have an employer pension. I don't know my contribution percentage.

None of the above

Other