Review what worked, identify risks, and prepare your mobility program for the next tax season with clearer processes and better visibility across your program.

Once tax season ends, it’s the ideal time to step back and review how your mobility program performed. A quick post-tax season review can help identify process gaps, reduce compliance risks, and improve the experience for your mobile employees before the next filing cycle begins.

As mobility programs grow in complexity, many organizations are also looking for ways to improve visibility and efficiency across their processes. Whether through more structured workflows or the use of technology, small improvements can make a meaningful difference heading into the next tax season.

What the checklist covers:

This resource helps you review key areas of your program, including:

  • Conducting a post-tax season review with your mobility tax provider
  • Updating your mobile employee authorization list
  • Following up with delinquent taxpayers and tracking extensions
  • Reviewing compensation reporting processes
  • Evaluating tax accruals and budgeting for assignments
  • Assessing payment, reimbursement, and foreign tax credit tracking processes

Why conduct a post-tax season review?

Tax season often highlights operational gaps that are easy to overlook during the year. Taking time to review the past filing season can help you:

  • Reduce compliance risks
  • Improve coordination between HR, payroll, and tax providers
  • Minimize last-minute issues during the next tax season
  • Provide a smoother experience for your mobile employees
  • Identify opportunities to streamline processes and improve visibility across your program

Get the checklist

Complete the short form to access the Post-Tax Season Mobility Program Review Checklist and use it to guide your post-tax season review while the lessons from this filing season are still fresh.
   

Get your post-tax season review checklist

Did you know?

Employers are increasingly turning to mobile employees to fulfill their international staffing needs, but many companies fail to understand the complexity, costs, and compliance obligations that result from cross-border employment. Avoiding the common mobility tax mistakes can save time, money and headaches.

Did you know?

 

Utilizing a mobility tax specialist may result in additional up-front compliance costs, but those costs are usually more than repaid through the savings that result from careful tax planning. For example, the US is one of the few countries in the world that subjects its citizens and resident aliens to tax reporting while they are working overseas. To address the possibility that an overseas employee may be assessed tax in both the US and their Host country, a mobility tax specialist will help the employee utilize potential exclusions and credits on their US tax filings to minimize their US income tax bill.