Multi-currency inventory
Record assets and liabilities in their native currencies and calculate a consolidated U.S.-dollar net worth using exchange-rate data.
Xcape Networth
Calculate net worth and assess covered status.
Track assets and liabilities across currencies and evaluate the net-worth component of the covered expatriate test.
Asset and liability tracking
Multi-currency support
$2M threshold analysis
Form 8854 planning reports
What you can do
Three covered-expatriate tests
Review the $2 million net-worth test, the five-year average tax-liability test, and the five-year compliance certification.
Planning and final reports
Generate Form 8854-aligned planning and final reports, with PDF or CSV exports for your tax professional.
Secure collaboration
Share the relevant analysis with an advisor while keeping financial records organized and access controlled.
How the workflow fits together
- 1Inventory assets and liabilities
- 2Convert values using applicable FX rates
- 3Review covered-expatriate test results
- 4Export and share the Form 8854 report