JURISDICTION/US · UKAUTHORITY/IRS · HMRC

Tax Forms We File

Every package covers the forms listed for that plan. Specialist forms (PFIC, foreign corporations, complex trusts) are available where noted. Not sure which forms apply to you? Take the quiz.

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JURISDICTION/US · IRS

US Tax Forms

IRS forms covered across our US personal and business packages. Click a form to see its dedicated service page where one exists.

FORMS/CORE RETURN

Core US Return

US Individual Income Tax Return Form 1040

Itemized Deductions Schedule A

Interest and Ordinary Dividends Schedule B

FORMS/EXPAT & INTERNATIONAL

Expat & International

Foreign Earned Income Exclusion Form 2555

Foreign Tax Credit Form 1116

FBAR — Report of Foreign Bank and Financial Accounts FinCEN 114

Statement of Specified Foreign Financial Assets (FATCA) Form 8938

FORMS/CREDITS & DEDUCTIONS

Credits & Deductions

Earned Income Credit Schedule EIC

Education Credits Form 8863

Premium Tax Credit (ACA) Form 8962

FORMS/SELF-EMPLOYMENT & INVESTMENTS

Self-Employment & Investments

Profit or Loss from Business (Sole Proprietorship) Schedule C

Self-Employment Tax Schedule SE

Capital Gains and Losses Schedule D

Supplemental Income and Loss (Rental, Royalties, K-1) Schedule E

FORMS/BUSINESS ENTITIES

Business Entities

US Return of Partnership Income (LLC Partnership) Form 1065

US Income Tax Return for an S Corporation Form 1120-S

Information Return — Foreign-Owned US LLC Form 5472

FORMS/SPECIALIST INTERNATIONAL

Specialist International Forms

PFIC Annual Information Statement (Passive Foreign Investment Company) Form 8621

Information Return — US Persons Owning a Foreign Corporation Form 5471

Annual Return — Foreign Trusts and Receipt of Foreign Gifts Form 3520

JURISDICTION/UK · HMRC

UK Tax Forms

HMRC Self Assessment supplementary pages and corporate forms covered across our UK personal and business packages.

FORMS/CORE SELF ASSESSMENT

Core Self Assessment

Self Assessment Tax Return SA100

Employment SA102

Trusts, etc. SA107

FORMS/EMPLOYMENT

Employment

Employment — PAYE income and benefits SA102

End of Year Certificate (source document — not filed) P60

Expenses and Benefits (employer-provided — not filed by individual) P11D

FORMS/SELF-EMPLOYMENT

Self-Employment

Self-Employment — Short version (simple businesses) SA103S

Self-Employment — Full version (higher turnover or complex expenses) SA103F

FORMS/PROPERTY

UK Property

UK Property — rental income and allowable expenses SA105

FORMS/CAPITAL GAINS

Capital Gains

Capital Gains Summary SA108

FORMS/FOREIGN INCOME

Foreign Income

Foreign Income — overseas earnings, pensions, and savings SA106

FORMS/RESIDENCE & NON-RESIDENT

Residence / Non-Resident

Residence, Remittance Basis etc. — statutory residence test, split-year SA109

FORMS/BUSINESS ENTITIES

UK Business Entities

Corporation Tax Return — UK Private Limited Company CT600

Partnership Tax Return — UK LLP SA800

NOTE / COVERAGE

Not every form on this page is included in every plan. The forms covered by your package depend on your situation and the plan you choose. During onboarding, we confirm which forms apply and flag any that require a plan upgrade or custom engagement. Forms not covered by a productised plan (complex trust reporting, tiered structures) are routed to a custom quote.