[bmex]

Can anyone recommend an accountant to do our very easy income tax this year----?

[bournemouth]

bmex, on 05 February 2010 - 05:56 PM, said:

Can anyone recommend an accountant to do our very easy income tax this year----?

Marian Wellman is an enrolled agent, living here. She prepares taxes for many people we know, satisfactorily.

http://www.taxesinmexico.com/

[Shira]

I also recommend Marian Wellman. Tel. 765-5273

[jacqlynkangaroo]

Marian Wellman is my recommendation as well.

[tiggerme]

Neal Hardin is an enrolled agent who is providing tax help in the area. 763 54 01. Visit his website here:
www.securetax.us

[LOS AXIXIS]

you can do your taxes on line for FREE............

[RVGRINGO]

Turbotax online has a modest fee, but is very easy to use, once you have all of your stuff on hand from NoB. We've used it for years.

[tomgates]

you can file for free on the IRS website

[Irish Gal]

All the above posts seem to refer to U.S. tax returns. Does anyone know if a non-resident Canadian can file online or if there is anyone at Lakeside who can file for such a person. It seems to me that non-resident Canadians have to file by mail. TIA

[tiggerme]

Neal will do Canadian returns, not sure what the rules are but he should be able to let you know.

[DaveP]

Irish Gal, on 07 February 2010 - 04:52 PM, said:

All the above posts seem to refer to U.S. tax returns. Does anyone know if a non-resident Canadian can file online or if there is anyone at Lakeside who can file for such a person. It seems to me that non-resident Canadians have to file by mail. TIA

Canadians, resident outside Canada, may not Efile or use any other online or telephone form of filing. They must mail in their return. That does not apply if you have a Canadian address and are still considered a Resident of Canada.

DaveP

[gimpychimp]

This week the Canadian accountant who has been doing my taxes for years said that since I am living here in Mexico permanently and have cut my ties to Canada he can no longer file a return for me. There are certain considerations which help the GOC determine whether you are to be considered a Non- Resident of Canada, and if you are deemed to be one you have to do a little paperwork and then stop filing. Since I no longer own real estate or cars, etc. up there I was told I have to be considered a non-res. I thought that would be a lot of paperwork but it seems it will be very simple to do and then I won't have to file ever again. If I ever move back I just let them know I'm back and we start up again. If you are living here full time and have no present plans to move back then perhaps you should call them to see if this applies to you too. I spoke to the International Tax Service Office of Canada Revenue at 1-800-267-5177

[BobC]

gimpychimp, on 08 February 2010 - 08:58 AM, said:

This week the Canadian accountant who has been doing my taxes for years said that since I am living here in Mexico permanently and have cut my ties to Canada he can no longer file a return for me. There are certain considerations which help the GOC determine whether you are to be considered a Non- Resident of Canada, and if you are deemed to be one you have to do a little paperwork and then stop filing. Since I no longer own real estate or cars, etc. up there I was told I have to be considered a non-res. I thought that would be a lot of paperwork but it seems it will be very simple to do and then I won't have to file ever again. If I ever move back I just let them know I'm back and we start up again. If you are living here full time and have no present plans to move back then perhaps you should call them to see if this applies to you too. I spoke to the International Tax Service Office of Canada Revenue at 1-800-267-5177

Something that we were not aware of when we went non-resident for my work a few years ago, and my wife was receiving Canadian pensions, is that a non-resident has the option of paying non-resident withholding tax (25% where we were, not 15% as in Mexico) on Canadian income or filing Canadian Income Tax and paying the lessor of the two. In our case, we unnecessarily paid the witholding tax for two years before we found out about this. The catch is that you must use a special form for the filing and it MUST be filed by the end of June. No second chances. No backdating. And, as noted above, no efiling, etc. After you have filed a few times, CRA will instruct payers to withhold little or no tax.For someone with only CPP and/or OAS, this should mean no tax payable.

BUT, watch out if you decide to return to Canada. If you can help it, don't go back near the end of the year. Your deductions will be pro-rated but your income will not! Better to go back in Jan/Feb if you can wait.

Bob

[eekwriter]

Marian Wellman for sure. I'm back in the state3s now and I still use her. EEK!

[Irish Gal]

gimpychimp, on 08 February 2010 - 08:58 AM, said:

This week the Canadian accountant who has been doing my taxes for years said that since I am living here in Mexico permanently and have cut my ties to Canada he can no longer file a return for me. There are certain considerations which help the GOC determine whether you are to be considered a Non- Resident of Canada, and if you are deemed to be one you have to do a little paperwork and then stop filing. Since I no longer own real estate or cars, etc. up there I was told I have to be considered a non-res. I thought that would be a lot of paperwork but it seems it will be very simple to do and then I won't have to file ever again. If I ever move back I just let them know I'm back and we start up again. If you are living here full time and have no present plans to move back then perhaps you should call them to see if this applies to you too. I spoke to the International Tax Service Office of Canada Revenue at 1-800-267-5177

My husband and I became non-resident Canadians almost five years ago. It was a simple process aided by Reg Cyr. It is not true for everyone regarding never having to file again. I file every year in order to receive a refund of the income tax that is deducted at source. It sure is a good feeling receiving a tax refund every year!!! As Martha says, "It's a good thing!"

[Irish Gal]

DaveP, on 08 February 2010 - 08:18 AM, said:

Canadians, resident outside Canada, may not Efile or use any other online or telephone form of filing. They must mail in their return. That does not apply if you have a Canadian address and are still considered a Resident of Canada.

DaveP

I've been paying someone in Canada to do my returns each year but thought I'd like to do it myself. I'm not sure I'd trust the mail to get it there.

[intrepid]

I am a non-resident of Canada and do not file, instead opted to have the 15% withholding tax at source. I believe there is a choice however. I have regularly received a form from Revenue Canada informing me that, though a non-resident, I might wish to file because the tax might be less if I were to choose that option.

[gimpychimp]

Yes, the Revenue office informed me that if my total income from Canada is very minimal, I can file a Section 217 return using an NR5 form. If they approve it then part or all of my 15% withholding tax may be refunded to me, and sometimes they will arrange with the company supplying your pension to simply withhold less in the first place. This special consideration must be applied for every year. Google T4145 to read more info on the GOC website.