Cross-Border Tax Health Check

Seven areas, one clear view of your cross-border tax health

Corporate structure, filing compliance, export VAT refunds, sales tax/VAT, CRS and overseas accounts, permanent establishment, and overseas status. Each screen has 1 to 3 multiple-choice questions and the whole check takes a few minutes. You get an overall risk score, a red/amber/green rating for each area and 3 to 5 practical takeaways on the spot. The full risk report and a one-on-one advisor plan follow once you leave your phone number.

Tax advisor one-on-one Seven areas RAG rated Serving 10,000+ businesses abroad

What the health check covers

Going cross-border does not end with registering an overseas company. In practice, the problems usually come from: outbound investment filings left incomplete; Hong Kong or US returns that should have been filed but were not; an export route that decides whether you can claim a refund at all; gaps in US sales tax or EU VAT registration; CRS sending account data back to your home jurisdiction when the income was never reported; people or premises abroad creating a permanent establishment (PE); and the founder's own tax residency and worldwide taxation. This check pulls the most common questions from our individual tools into one guided path, rates each area red, amber or green, and rolls them up into an overall risk score.

Scoring follows the same thresholds as our other self-checks, with nothing new invented: Hong Kong's two-tiered profits tax rates are typically 8.25%/16.5% for corporations (the lower rate on the first HK$2 million); US federal corporate income tax is 21%; US sales tax economic nexus is commonly around $100,000 or 200 transactions a year in a single state (about $500,000 in some states such as CA, TX and NY); the common EU threshold for cross-border B2C distance sales to consumers is €10,000, with OSS/IOSS available; a service PE commonly arises after more than 183 days in any 12-month period, and a construction PE after a project lasts more than 6 or 12 months; and residency rules such as 183 days for individuals without a domicile in mainland China and the weighted 183-day US substantial presence test all match the corresponding tools on this site. On export VAT refunds, we still distinguish general trade/9610 as refundable routes, 1039 as exempt without refund, and "buying" export declarations as hard to refund, along with the special VAT invoice and filing prerequisites.

When it is worth doing properly

FAQ

How is the overall score calculated? What do red, amber and green mean?

Each question scores 0, 1 or 2 for "sound", "needs attention" or "high risk" (the same approach as our overseas structure compliance check). Question scores within each area are added up and mapped to green (relatively sound), amber (gaps to close) or red (fix first). The total is the sum of all question scores, banded into low, medium or high risk. The score reflects only your own answers and is no substitute for due diligence.

What do I get for free, and what does the full version need?

Once you finish, you can see for free: the overall risk score, a red/amber/green rating for all seven areas, and 3 to 5 practical takeaways. For the full risk report and a one-on-one advisor plan, leave your phone number (or WeChat) and an advisor will contact you within 1 business day.

Does it duplicate the individual tools (CRS, PE, sales tax and so on)?

It does not replace them. The health check is an overview for triage. If one area shows red, you can dig deeper with our CRS, PE, nexus, export refund and residency tools, or book a one-on-one with an advisor.

Could the thresholds differ from the other tools?

Not by design. The 8.25%/16.5%, federal 21%, $100,000/200 transactions, €10,000, 183 days and 6/12 months used in the text and options follow the same basis as our existing tools. Your formal obligations still depend on the competent authorities and the full text of the relevant treaties.

Does a high-risk result mean I have already broken the law?

No. The result is a relative banding of the gaps and exposure you described, meant to help you prioritise. Whether anything is unreported, requires registration or gives rise to tax due depends on the full facts of your business and professional advice.

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