Knowledge Center

If you have US tax questions, US Global Tax has answers. We provide valuable tax help to USA expats living in New Zealand and Australia through knowledgeable service and insight.

If you have questions that aren’t answered elsewhere, or are looking for any IRS or US Tax Updates for New Zealand, take a scroll through our news archive.

Thanks for visiting our online video library. Here you will find a collection of short, but informative videos covering various areas of US expat taxation.

FATCA is a widely used term to refer to the US tax implications for US citizens overseas. While citizenship based tax laws have existed since 1864, it is only quite recently that this has come to the forefront of the tax world, due to FATCA.

Looking through our website, and reading about us online, it’s a fair question to ask:

Does your current tax professional understand KiwiSaver retirement funds? This is an incredibly complex and frequently misunderstood area of the US tax code.

Please see the links below directly to the United States – Australia Tax Treaty, and the United States - New Zealand Tax Treaty.

For the Calendar year tax returns reporting 2020 information that are due in 2021, the following due dates apply

So, the FBAR… what exactly is it? With a formal name of FinCEN 114, it's complicated instructions have resulted in it being one of the most widely searched US taxation terms, and also one of the most frequently understood.

What is an FBAR? This is a very widely used Google search term, and something which leaves many US expatriates scratching their heads.

An FBAR (Form FinCEN 114) is a commonly misunderstood, and commonly missed form, which needs to be filed by US citizens with non-US bank/financial accounts annually.

Trying to work out if you need to file a US tax return? We know that making sense of the huge amount of information online can be difficult, so we’re here to help.

Did you know that any individual with US income or investments may have an obligation to file a US tax return, regardless of their citizenship?

Read through our information and ready to get started? Fortunately, at US Global Tax, we’ve got a straight forward process to get the ball rolling.

With a team of US tax specialists with more than 30 years of combined experience, US Global Tax are able to provide expert, considerate and effective US tax advice.

As largest company specialising solely in US Taxation, no matter what your circumstances, we’ll be able to assist.

If you’ve just discovered you might have an obligation to file tax returns in the USA, you might be wondering what the next steps are, and what are your options.

So, as we all know by now, the FBAR (Report of Foreign Bank Accounts) requires US citizens to report their interest in any non-US financial account, if the combined maximum value of their non-US financial accounts exceeds $10,000 per year.

It can come as a shock to many, to discover that US citizens need to file tax returns whilst living overseas. This is true, and it is something which has gradually become more and more noticeable to US citizens over the last few years.

Firstly, when determining who needs to file an FBAR, we must begin by looking at the individual’s citizenship or Green Card status.

What sets US Global Tax out from the rest? Well, quite a few things, so let’s start with the basics.