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.

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.

User Fees

Each additional user is at $100 USD / 135 CAD each

Form Fees*

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
501 + 4.95 6.75

* 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
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
1-844-312-8670 Ext 402