Form 8621 Calculator Pricing
There are three different options for access that offer a different range of features. Choose the one that is right for your business.
Form 8621 Calculator can be licensed based on your business size. It means you can get the solution that fits your needs and budget.
Cloud Subscription License
Our price has three components. The Cloud subscription fee, the user fee, and the form fee. The subscription and user fees are due when the license is executed or a new user is added, while form fees are billed on a monthly basis.
The annual Cloud subscription fee is $995 USD or $1,350 CAD
* The subscription is for a one year term and includes one user account.
Each additional user is at $100 USD / 135 CAD each
|Number of Forms||USD||CAD|
|1 - 100||Free|
|101 - 200||9.95||13.50|
|201 - 300||8.95||12.15|
|301 - 400||7.95||10.75|
|401 - 500||6.95||9.45|
* Per form prices
All prices are subject to the applicable GST/HST.
Security and Privacy
You need to protect your client’s personal and financial information. Form 8621 Calculator puts you in control of sensitive client details so you decide how the information is seen and stored.
|Administrative Rights||Limited to user administration|
|Password Reset option||Enabled|
|Location of financial data||Cloud server|
|Location of sensitive client data||client sensitive data is not collected|
|Collecting and storing client name and SSN||Clients identified by ID only*|
|Collecting and storing client address||Disabled|
|Collecting and storing client bank account numbers||Limited to last 4 digits|
|Address of financial institution on Form 8621||Optional|
|Search client list||Optional|
|Print Client ID on reports||Enabled|
|Custom company code in Reference Numbers||Enabled|
|Keeping copy of PDF forms on server||PDFs are generated on request, not saved to server|
|Maintenance Updates||By Expat Tax Tools|
*Client ID is an alphanumeric identifier set by the User.
Access Form 8621 Calculator in these supported browsers :
- Internet Explorer 10+
- Chrome 22+
- Firefox 27+
- Safari 6+
For more product information or to discuss licensing of Form 8621 Calculator, please contact:
Mary Beth Lougen, EA, USTCP, NTPI Fellow
1-844-312-8670 Ext 402