Tax Process Overview

To complete your tax returns, we’ve broken the process down into a series of 3 high level stages: Get Organized, Prepare Your Return, File Your Return. Each stage has a few steps to it.

• Step 1: Get Organized

  • Confirm your federal tax residency status for 2021. You can use our free Am I A Nonresident Alien? tool.

  • Determine if you need to file a tax return

  • Gather your income documents

  • Confirm your return is in scope

• Step 2: Prepare Your Return

  • Determine your treaty benefits. You can use our free What Are My Treaty Benefits? tool.

  • Determine which scenario(s) apply to you

  • Prepare your return using the basic scenario

  • Update your return with any special circumstances scenarios

• Step 3: File Your Return

  • E-file your return

  • Paper file (if you can’t e-file)

Further information and (lots of) details can be found on the pages for each of these steps.