01
Data Import
Bulk upload or guided individual wizard
Import CSV or Excel files and easily map to fields and employees/contractors
Built for 1040-NR, non resident alien onshore + offshore workers
1040-NR Pro for offshore worker tax filing.
1040-NR Pro brings data import, employee portal review, tax validation, and 1040-NR (US tax filing) output generation into one workspace for Tax Professionals filing with non-resident alien clients. Easily file for non-resident offshore workers, and onshore workers, for companies and clients operating across the Gulf of Mexico in the Oil and Gas, Wind and Wave energy sectors.
Faster Data Capture
Faster data processing with bulk uploads of client data at the employer level + employee portal questionnaires to easily gather personal information
Quicker Workflow
Clear and easy to use interface to review data collection status, workflow and tax returns
Zero Admin
Produce PDFs and Submit Tax Returns (electronically) at a click of a button*
Product workflow
Purpose-built for 1040-NR filing in offshore industries
Import worker data, gather missing records, validate tax treaty positions, and generate filings with confidence for offshore and onshore workers in Gulf of Mexico and neighbouring states, in the Oil and Gas, Wind and Wave energy sectors.
02
Source missing data
Employee portal review
Employees and contractors confirm and fill in missing specific data such as marital status, US investment income and personal travel dates
03
Calculate Tax
Use Portal to review client and worker data and calculate tax
Automated checks surface 'Red Flags' for review before anything is generated, with full override notes and clear interface.
Validation gate
Only cleared records move forward to filing generation
Red Flags keep returns visible until they are reviewed, resolved, or explicitly overridden with an audit trail.
04
Generation
Produce year-specific 1040-NR tax returns and related schedules
Generate compliant PDF outputs and file electronically* Includes schedule OI and Form 2210.
Workflow highlights
See the end-to-end path from data to compliant filing.
01
Bulk intake
Upload CSV/Excel, map headers, and let the system deduplicate across existing records.
02
Validation
The product runs automatically to flag any data that needs confirming, validating and/or changing.
03
mployee & Contractor Portal review
Employees and contractors log into a personal portal to provide, update and confirm specific details.
04
Generate and Submit
Generate Year-specific 1040-NR PDFs and other required schedules
Security & Compliance
Secure by design.
Tenant isolation, encryption in transit and at rest, access logging and more. Portal Links automatically expire and require secure login.
Data handling
Encryption at rest/in transit, backups and disaster recovery
Access & auth
Role-based access and access logging for every session.
Full Audit
All amendments recorded for auditing.
Pricing / Talk to us
Tell us your volume and we’ll tailor access.
We partner closely with accountancy firms handling clients with non-resident employees and contractors, usually working offshore or in neighbouring states to the Gulf of Mexico. Share your volume and timeline—no hard pricing until we size your workflow.
Contact / Demo
Book a live walkthrough.
We respond within one business day. Demos include intake → Red Flag review → portal → PDF generation.
*e-filing requires workers to hold a valid social security number (SSN) or individual taxpayer identification number (ITIN). Tax Professional must be an ERO (electronic return originator)