Documents we read
- PAYG payment summaries and income statements
- Medicare levy statements — correctly treated as creditable foreign tax
- Superannuation and HELP/HECS statements — correctly excluded from the credit
- Bank and dividend statements in AUD, converted at documented exchange rates
The Australia-specific review
- A checklist validates Medicare levy vs superannuation treatment line by line
- Every converted figure shows the source document, page, and exchange rate
- You can flag any misread figure and the mapping improves for next time
Common questions
- Is the Medicare levy creditable on my US return?
- Generally yes — it is part of Australian income tax. Superannuation contributions and HELP/HECS repayments are not. Our checklist walks you through validating each line.
- My tax year ends 30 June — how does that map?
- We split Australian figures across the correct US calendar years using your documents' dates, and show you the derivation for every number.
Ready when you are
Review your full draft before you pay anything. Cross-border handling is included in your 1040 fee — $75 single, $150 joint.