What are the following steps after my down payment has been received?

  1. After receiving the down payment, we will send you an email with activation details for your personal online “Americans Overseas” portal. This link is valid for 24 hours. After creating your password, you can log in anytime using the “Log in” button at the top right of the website menu.
  2. In your online portal, under “Knowledge Centre”, and “Downloads”, you will find the article “Tax Organizer” where you can download the most recent Tax organizer, as well as a Manual and checklist. We need a Tax organizer per year with all the data required for the years within your Streamlined Procedure (you will receive a specific detailed explanation about this per email after your down payment). You can upload the filled out tax organizer and all required documents in the portal under “My Dossiers”, in the correct dossier, under “Files”.
  3. Please provide all documents within 2 months after your down payment. If you are not able to meet this deadline, please let us know as soon as possible, so we discuss a new deadline with you.
  4. The returns will be offered to you as a draft to check together with  our invoice, and after your payment of our invoice as a sign of your approval we will send you the final returns. 

I am working on my Streamlined Procedure up to and including 2021. When must I submit my documents to Americans Overseas? And what if that doesn’t work for me?

We would like to receive your files within 2 months after your downpayment, so that your Streamlined Procedure can be completed on time and you still have enough time to file the 2022 annual return (which must also be submitted before June 15th, 2023, following the Streamlined Procedure). If you cannot manage that, but you have completely uploaded all your information before January 31st, 2023, then it should not be a problem to process and submit your Streamlined Procedure on time. If you submit your information before February 28th, 2023, we will do our very best to prepare your Streamlined tax returns on time so you can file it before the IRS deadline of June 15th, 2023.

Are you really unable to deliver the documents for your Streamlined Procedure before February 28th, 2023? Please contact us in time so that we can find a solution together with you.

I am still working on my Streamlined Procedure up to and including tax year 2021. Do I now also have to start my annual Tax Return of 2022?

The Streamlined Procedure can only be filed with already expired tax years. For the Streamlined procedure, tax year 2021 will expire as of June 15th, 2022. So if you do a Streamline Procedure up to and including 2021, you must submit it between June 16th, 2022 and June 15th, 2023. From that moment on you are considered to be “Compliant” and you must also annually submit a regular tax return, starting with the year 2022. But the deadline for the regular annual tax return 2022 is also June 15th, 2023, and the annual tax return can only be submitted after you have submitted your Streamlined Procedure.

However, if your Streamlined Procedure is submitted just before the deadline of June 15th, 2023, we can always request an extension for your 2022 annual tax return until October 15th, 2023.

 You must meet the following conditions for this:

  • We have received your down payment for the annual return 2022 before June 7th, 2023;
  • Your SSN details are entered under the heading “US Person” (and your address is entered at the bottom) of the “My Contact Details” page of your online account with us.
  • Your Streamlined Procedure was submitted before June 15th, 2023.

I am working on my Streamlined Procedure up to and including 2022. When must I submit my documents to Americans Overseas? And what if that doesn’t work for me?

We would like to receive your files within 2 months after your downpayment, so that your Streamlined Procedure can be completed on time and you still have enough time to file the 2023 annual return (which must also be submitted before June 15th, 2024, following the Streamlined Procedure). If you cannot manage that, but you have completely uploaded all your information before January 31st, 2024, then it should not be a problem to process and submit your Streamlined Procedure on time. If you submit your information before February 28th, 2024, we will do our very best to prepare your Streamlined tax returns on time so you can file it before the IRS deadline of June 15th, 2024.

Are you really unable to deliver the documents for your Streamlined Procedure before February 28th, 2024? Please contact us in time so that we can find a solution together with you.