Assignment Tax Planning

CompassGUIDES

CompassTAX utilizes our library of Guides to coach and facilitate multi-national companies seeking informational and process support about international assignment planning.

As Calgary’s premier international assignment planning expert, CompassTAX navigates international assignment planning by conducting situational needs analysis, evaluating project liability, crafting policies and procedures, documenting immigration requirements, facilitating Canada Revenue Agency submissions, and, coaching individuals through the international assignment planning process.

By providing comprehensive international assignment planning services and clarifying contractual, legal and tax expectations, CompassTAX works with your company to evaluate project liability and reduce the likelihood of unexpected financial and employment repercussions.

CompassTAX products, services and personalized support enable individuals responsible for international assignment planning to remain focused and productive in their daily tasks by reducing the anxiety sometimes existing in conjunction with international assignment planning.

Tax Organizers:

• Canadian Tax Residency Review and Entry Counseling Organizer;
• Canadian Tax Residency Review and Departure Counseling Organizer;
• Canadian Tax Organizer For Employees Working in Canada but Not Resident of Canada;
• Canadian Tax Organizer For Canadian Domestic Taxpayers;
• Canadian Tax Organizer For Individuals Becoming Tax Resident of Canada;
• Canadian Tax Organizer For Non Resident Rental Reporting;
• Canadian Tax Organizer for Taxpayers Who Departed from Canada;
• Canadian Tax Organizer for Expatriates on Rotational International Assignments;
• Canadian Tax Organizer For Clearance Certificate Applications.

USA Tax Services:

• Individual Taxpayer Identification Number (ITIN) and Employer Identification Number (EIN) Guide;
• U.S. Tax Organizer for U.S. Citizens Living in Canada and Residents of the U.S.
• U.S. Tax Organizer for Non-Residents of the U.S. with U.S. Sourced Income
• Social Security Tax Organizer
• Guide for US Real Estate Investments by Canadians

International Assignment Planning

• Inbound Consultants Preliminary Needs Assessment
• Pre-Departure Planning Guide for Assignees
• Pre-Entry Planning Checklist
• Foreign-Based Workers in Canada Tax Guide
• Assignment Planning Review Organizer
• Cross-Border Guide to Assignee Payroll
• Corporate Tax Review Organizer for Foreign Corporations Coming to Canada
• Corporate Tax Review Organizer for Corporations Operating Outside of Canada