What Is the Process for Filing Both My U.S. and Canada Expat Tax Returns? Will I Have to Upload Everything Twice?

No, you will not need to upload your documents twice.

Greenback’s core expertise is preparing U.S. expat tax returns. We work closely with a trusted Canadian tax partner to help clients living in Canada file their U.S. and Canadian tax returns efficiently and accurately.

How the Process Works

Single upload: You upload your documents once through your secure Greenback Tax Companion portal. From there, we securely share any required files with our Canadian partner. There will be no duplicate uploads or extra admin on your end.

Collaborative service: Your Greenback accountant and our Canadian partner work together behind the scenes to prepare your returns. This integrated approach helps you:

• Avoid double taxation
• Maximize cross-border tax credits and deductions
• Stay fully compliant with both IRS and CRA requirements

Streamlined filing: Our goal is to make dual filing as simple and stress-free as possible, whether you are filing as an employee, small business owner, or investor abroad.

Whether you need both U.S. and Canadian tax returns or only one of the two, we are here to guide you through the process.

Learn more about our Canadian tax return services

No matter how late, messy, or complex your return may be, we can help. If you are ready to get started, click the Get Started button above. Have questions about the process or next steps? Contact us and one of our Customer Champions will be happy to help.