Form 8621 Calculator Pricing

Click here for the Form 8621 Preparation Services.

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

Effective January 1, 2024

Annual Subscription Fee

To utilize the calculator, an annual subscription is necessary, priced at $59.40 USD or $79.80 CAD.

Calculation Bundles

In addition to the subscription fee you can purchase forms individually or in a bundle as outlined in the following table:

Number of Forms Price in USD Price in CAD
Total Per Form Total Per Form
Pay-As-You-Go 74.95 104.95
50 Forms Bundle 2,495.00 49.90 3,492.50 69.85
100 Forms Bundle 2,795.00 27.95 3,913.00 39.13
200 Forms Bundle 3,476.00 17.38 4,866.00 24.33
300 Forms Bundle 4,149.00 13.83 5,811.00 19.37
400 Forms Bundle 4,820.00 12.05 6,748.00 16.87
500 Forms Bundle 5,475.00 10.95 7,680.00 15.36

When purchasing a bundle, additional form updates can be acquired at a rate of $9.95 USD / $13.95 CAD per form within one year from the date of the bundle purchase.

Bundle pricing allows you to purchase only the amount of forms you need.


Since bundles do not expire we offer no refunds for unused forms.

Inactive Accounts

Note that failure to remit the annual subscription fee, your account becomes inactive and it will result in the imposition of a monthly inactivity fee of $4.95 USD / 6.65 CAD, provided there is a positive credit balance in your account. This fee is intended to maintain and preserve your client information and database within our systems. However, in the event that your account does not maintain a positive credit balance, your client information will be subject to permanent deletion after a period of two years of inactivity. This measure is implemented to uphold the integrity and security of our client database.

Reinstate Inactive Accounts

During the two-year grace period, you have the option to reactivate an inactive account. The reactivation fee is waived for the first 90 days of inactivity, and thereafter, it is $125 USD / $175 CAD.

* 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
System back-up Daily
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 (613) 691-8621 Ext 1