Tools
These tools have been placed here as a courtesy to you. Please use this information wisely and at your own risk. Feel free to contact us if you have any further questions.
If there are any tools you would like but do not see here, please send us a note and we will try to add your tool.
Consent Forms – An accumulation of consent forms used by our firm
Extensions – Prepare your own extensions and save $$$$.
Form W-4 Calculator – Your company gave this form but you don’t understand it or how to fill it out??
Gross Up Calculator – Calculate the GROSS amount of allowance and the related additional taxes required.
FBAR – Form TDF 90-22.1 – September 2009 – New rules issued on Foreign Bank Account Returns
Foreign Financial Assets – Form 8938 – Decoding the mystery of the new form.
FBAR vs Form 8938 – Comparison of Foreign Bank Account Return and Foreign Financial Assets Form
Foreign Earned Income Exclusion – Also called the Foreign Exemption or the $90K foreign exclusion.
Bona Fide Residence Test – Also known as the BFR test. One way of two ways to qualify for the foreign exclusion.
Physical Presence Test – Also known as the PPT test. One of two ways to qualify for the foreign exclusion.
Physical Presence Test Calculator – Calculate if you qualify for the PPT Test.
Foreign Housing Exclusion or Deduction – Often forgotten portion of the Foreign Exclusion.
Hypothetical Withholding – Legal or Not – IRS Letter Ruling explaining how hypo is acceptable IRS practice.
International Compensation Summary – Accumulate and summarize your annual expatriate or inpatriate compensation details with this simple excel spreadsheet. This could save you thousands of dollars and hours of man time.
International Tax Calendars – Tax year ends for the most common countries.
International Withholding Requirements Schedule – A quick visual tool to help determine if you are required to withholding taxes on your assignee.
New IRC Sec 409A Rules – The IRS has determined the Tax Equalization and Gross Up is deferred compensation. For help, please follow this link.
Penalties and Interest – What are they and how are they calculated?
Protection vs. Equalization vs. Localization – Have questions about the different assignment packages? Here is a detailed explanation of the 3 options.
Tax Identification Numbers – A summary of the most common types of tax identification numbers and how to obtain them.
Tax Notebooks – Use our intuitive online tax organizer to help you accumulate all your personal tax data.
Travel and Workdays Calendar (Automated and Regular) – A helpful excel based workbook to assist in the accumulation of an international assignee’s travel and workdays.
Totalization – How to avoid overpaying social taxes.
US Taxation and Foreign Trust – Chapter One of Brian Dooley’s comprehensive book about international taxation.
