While TravelTax Canada is in Halifax all the work is done in the US. Please utilize the US address for anything that must be mailed.
CANADIAN SUPPLEMENT: Get Yours
This is a short demographics page for your Canadian information. To do your US taxes, you need to send us the appropriate US workbook found on the other specialty pages of our website. (Traveler workbook, etc.)
MAIN WORKBOOK: Get Yours
Yes, the Canadian part is easy but we will need the main workbook to do US taxes.
It is a free download, no sign up/password required. TO USE IT AS A PDF FILL, YOU MUST DOWNLOAD AND SAVE IT TO YOUR COMPUTER FIRST, THEN REOPEN THE SAVED FILE. If you are using a Mac computer, make sure you are not filling it out in Apple Preview mode or it will print out blank! You will then be able to type and save it as often as you need to using Adobe Reader. (download here) Or you can just print it out and hand write the answers. If a section does not apply to you, put N/A and skip that section. We need to make sure we are covering all aspects of your US filing requirements.
Should you have your business records in another format (excel or Quickbooks), you can just upload those to us via our secure portal and note that in the workbook.
FBAR – Federal Bank Reporting Worksheet Get Yours
All individuals present more than 183 days in the US, US citizens, and Greencard holders with more than 10K in the aggregate outside of the US (including retirement accounts) must complete this form. This even includes accounts that you may only have signatory authority.
Pre-Consult Questionnaire: Get Yours
This is to help streamline your appointment. Fill out what you know, skip anything that does not apply. We recognize that some of these issues are the very things you want to talk about. Answer those questions with a “?.”
Emigrating or just working temporarily across the border? The tax filing process is bewildering. We stay apprised of US-Canadian cross border tax issues and the treaty. Read and learn or use the Contact Form at the bottom of the page to ask your questions. We are also available for a free 15 minute consultation appointment.
IRS rules limit temporary assignments to less than 12 months in any one metropolitan area, consecutively or non-consecutively. Though you may have treaty protection, your temporary status for deductible living expenses may cease. You may go to another part of the country, but you cannot remain in the same area.
The only exception to this rule is a situation where the hospital itself provides housing on their campus (not an off-site apartment) and it is a requirement of your employment.
Children belonging to Canadian taxpayers can be claimed.
They will require an ITIN unless they have a SSN. We can help you obtain an ITIN for your dependents.
An ITIN is not a Social Security Number, it is a tax ID and it is only issued when a tax return requires an ID. ITIN’s can only be obtained by filing a W7 (Application for Taxpayer Identification Number) with a tax return. The return and ITIN application must be mailed WITH specific documentation of foreign status and identity. The request for an ITIN is processed by a specific IRS campus.
You will either have to mail ORIGINAL documentation, OR take your identifying documents to an IRS office that handles document certification. It is best to get a copy of the spouse/dependents passport certified by a CONSULATE or EMBASSY of the country that issued the passport to avoid nasty waits and hassle.
We prefer emails for quick questions. Please email us and if we’re able to answer your questions we will! If not, we’ll let you know if you need to schedule a tax home or a preparer consult.We are unable to answer questions related to the use of tax software programs.
If you are calling to talk about establishing or maintaining a tax home, you may schedule a tax home consult here. Remember that tax home issues can create a major tax liability if not handled correctly.
Monday to Friday – 8:30 a.m. to 4:30 p.m. Eastern Time
(Please note: On Fridays our phones may switch over to voicemail at noon, in order for us to prepare for the upcoming week.
Please note: Your inquiry is private. We do NOT share your information, directly solicit, and we only message through social media if initiated by you.
The most secure way to send us your documents is to utilize this link that will allow you to select your saved files and upload them via our encrypted site.
Documents are processed within 24 hours EXCEPT ANY DOCUMENTS SENT AFTER 2:00 PM EST ON FRIDAYS OR ON THE WEEKEND. Weekend docs will be processed Monday or Tuesday at the latest.
Mail: 46 St. Mark Rd., Taylors, SC 29687
You will be directed to a separate PayPal portal page to complete the transaction. A PayPal account is not required.
Taxpayers can make electronic debit or credit card payments through our official IRS payment website, Drake e-Payment center, at 1040paytax.com. Convenience fees for credit cards (1.96%) or debit cards ($2.55) will be applied at the time of payment. Use this link to make your payment.