Key Features:
6 interactive tabs covering all aspects of remittance tax planning
Automatic calculations for tax impact, savings, and annual totals
Built-in formulas that calculate costs and savings as users input data
Professional formatting with proper column widths and structure
The 6 Worksheet Tabs:
Current Assessment - Analyzes existing transfer patterns with automatic calculations
Action Checklist - Step-by-step tasks with checkboxes and deadline tracking
Cost Comparison - Side-by-side analysis of different transfer methods
Annual Tracker - Monthly logging system with automatic totals
Strategic Planning - Consolidation analysis and quarterly review scheduling
Resources & Contacts - Contact information and important dates
Technical Features:
Compatible with Excel 2016+, Google Sheets, and LibreOffice Calc
No macros required (ensures compatibility and security)
Automatic calculations using Excel formulas
Print-friendly formatting
Mobile-friendly for viewing on phones/tablets
Click the "Add the Cart" button, and you get a fully functional Excel file that can immediately be used to plan for the January 1, 2026 effective date.
The worksheet transforms the general advice to specific, actionable steps with built-in calculations to help families optimize their remittance strategies.
Key Features:
6 interactive tabs covering all aspects of remittance tax planning
Automatic calculations for tax impact, savings, and annual totals
Built-in formulas that calculate costs and savings as users input data
Professional formatting with proper column widths and structure
The 6 Worksheet Tabs:
Current Assessment - Analyzes existing transfer patterns with automatic calculations
Action Checklist - Step-by-step tasks with checkboxes and deadline tracking
Cost Comparison - Side-by-side analysis of different transfer methods
Annual Tracker - Monthly logging system with automatic totals
Strategic Planning - Consolidation analysis and quarterly review scheduling
Resources & Contacts - Contact information and important dates
Technical Features:
Compatible with Excel 2016+, Google Sheets, and LibreOffice Calc
No macros required (ensures compatibility and security)
Automatic calculations using Excel formulas
Print-friendly formatting
Mobile-friendly for viewing on phones/tablets
Click the "Add the Cart" button, and you get a fully functional Excel file that can immediately be used to plan for the January 1, 2026 effective date.
The worksheet transforms the general advice to specific, actionable steps with built-in calculations to help families optimize their remittance strategies.
