What Happens After I Submit My Documents, and How Does Greenback’s Draft Review Process Work?

Once you’ve completed your questionnaire and uploaded your documents, your Greenback accountant prepares your draft tax return. You don’t pay anything until you’re satisfied with the draft and ready to move to filing, so there’s no risk in reviewing it first.

Here’s how the draft review process works, step by step:

• Watermarked draft delivered: Your accountant uploads a watermarked draft to the Files section of your Greenback portal, typically 10 to 14 business days after all your documents are in
• Invoice issued at the same time: Your invoice posts when the draft is delivered, but you settle it only once you’re happy with the return. The fee matches the quote you accepted at sign-up, so there are no surprises here
• Review, questions, and reasonable revisions: You ask questions by email and request reasonable revisions before paying. Your accountant explains anything that’s unclear, makes the changes, and re-delivers the updated draft
• Approval and payment: Once you’re satisfied, you confirm approval in writing by email and pay the invoice
• E-file authorization: You sign an e-file authorization form by e-signature, after which your accountant files the return and uploads the final filed version to your portal
• E-file confirmation: When the IRS sends back its e-file acceptance, your accountant uploads that confirmation to your Files section and emails you that the return is officially filed

You set the pace of the review and sign off only when the return is correct. When you’re ready to begin, you can get started and create your account.

Have questions about the review process before you start? Send them through our contact form, and a Greenback team member will help.