The initial review usually takes 5–7 business days for Corporate forms filed under the Streamlined Procedure. Once all required documents are received, preparing your tax package should take no more than 4–6 weeks. This timeline depends on your responsiveness and ability to provide the necessary tax documentation.
Here's an overview of what we'll cover—click any section to jump ahead.
- Who This Applies To
- Required Documents for Streamlined Filing with Corporate Forms
- How to Upload Your Documents
- What You Need to Know Recap
- Related Resources
Who This Applies To
- US taxpayers filing under the Streamlined Foreign Offshore Procedures with corporate ownership or corporate income.
- Taxpayers are required to submit both individual and corporate filings for missed years.
Required Documents for Streamlined Filing with Corporate Forms
To complete your filing efficiently, you’ll need to provide the following:
- Last US tax return filed (if any).
- Last foreign tax return covering the calendar year(s).
- Foreign corporate tax return.
- Company registration document.
- Company financial statements – year-end Balance Sheet and Profit & Loss statements (usually calendar year-based).
- US tax forms related to corporate reporting.
- Annual salary slip if you receive employment income.
- Amount and/or proof of foreign individual income tax paid during the calendar year(s) filing for.
- Other supporting documents as required (your Tax Professional will request these after the initial review).
How to Upload Your Documents
Log in to your MyExpatTaxes account and securely upload all required documents through our online portal.
What You Need to Know Recap
- The initial review is completed in 5–7 business days.
- Your Tax Professional will contact you if additional documents or clarification are needed.
- The 4–6 week preparation window begins once all required documents are received.
- Timelines may be longer if you delay sending documentation or responding to requests.