Form 8621 Calculator Pricing

Click here for the Form 8621 Preparation Services.

There are three different options for access that offer a different range of features. Choose the one that is right for your business.

Flexible Pricing

Form 8621 Calculator can be licensed based on your business size. It means you can get the solution that fits your needs and budget.

Our price has three components. The server fee, the user fee, and the form fee. The server 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.

Server Fee*

Server Type USD CAD
Cloud Subscription 850 1,100
Small Server 2,200 2,500
Large Server (over 50 users) 4,400 5,000

* The server fee includes one user account.

User Fees

Each additional user is at $100 USD / 130 CAD each

Form Fees*

Number of Forms USD CAD
1 - 100 Free
101 - 200 9.95 12.95
201 - 300 8.95 11.65
301 - 400 7.95 10.35
401 - 500 6.95 9.05
501 + 4.95 6.45

* 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.

Cloud Solution Small Server Large Server
Administrative Rights Limited to user administration Full Full
Password Reset option Enabled Optional Optional
Location of financial data Cloud server Client computer Client computer
Location of sensitive client data n/a
client sensitive data is not collected
Client computer
The data can be limited by the System Administrator
Client computer
The data can be limited by the System Administrator
Collecting and storing client name and SSN Clients identified by ID only* Optional Optional
Collecting and storing client address Disabled Optional Optional
Collecting and storing client bank account numbers Limited to last 4 digits No limitations No limitations
Address of financial institution on Form 8621 Disabled Optional Optional
Search client list Optional Optional Optional
Print Client ID on reports Enabled Optional Optional
Custom company code in Reference Numbers Enabled Enabled Enabled
Keeping copy of PDF forms on server PDFs are generated on request, not saved to server Optional Optional
System back-up Daily Manual Manual
Maintenance Updates By Expat Tax Tools Updates installed by client Updates installed by client

*Client ID is an alphanumeric identifier set by the User.

For cloud users, no client information prints on the completed form. Server users can choose how much client information appears on the completed form.

Server System Requirements

Small Server Large Server
Installation* By client By client
Minimum Recommended Memory 8GB 16GB
Minimum Hard Drive 50GB 50GB
Hard Drive Type SSD drives recommended SSD drives recommended
CPU Core i7 is recommended Core i7 is recommended
Operating System Not OP dependent.
System should run Apache or IIS web-server, PHP 5.4+ (with FastCGI) and a MySQL database
Not OP dependent.
System should run Apache or IIS web-server, PHP 5.4+ (with FastCGI) and a MySQL database

* ETT provides an installation program for Microsoft Windows. Supported are all client versions of Windows (meaning Intel architecture) that Microsoft supports. This means Windows 7 or newer, 32-bit and 64-bit architectures. On the server side Windows Server 2012 and newer are supported. Other operating systems require a custom installation.

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
b.lougen@form8621.com