How Does the Greenback Tax Questionnaire Work, and What Should I Expect?

The Greenback questionnaire is a guided online form inside the Greenback portal that collects everything your accountant needs to prepare your U.S. return. Instead of a long email back-and-forth, you answer questions about your year abroad, and the form requests the exact documents that apply to your situation. Most filers finish in one or two sittings.

What the questionnaire covers:

• Income: Each U.S. and foreign source, including multiple employers and self-employment or Schedule C work, entered as separate records
• Time abroad: Travel days and tax-home details that determine your Foreign Earned Income Exclusion and Foreign Tax Credit eligibility
• Foreign accounts: Balances and institutions, so your accountant can assess your FBAR and FATCA (Form 8938) requirements
• Household: Filing status, spouse details, and dependents, including Social Security Numbers or ITINs
• Prior filings: Whether you’ve filed before, and any back years you still need to catch up on

What makes it easier:

• Only relevant questions: The form adapts to your answers, so you skip anything that doesn’t apply to you
• Skip and resume: Progress saves automatically, and you can leave a question unanswered so your accountant flags it rather than letting it block you
• Built-in help: Plain-language explanations on the questions filers ask about most
• Customer Champions support: Real people available if you get stuck on any section
• Shorter every year: Returning clients see prior-year details prefilled and only confirm what has changed

Everything you enter goes straight to your assigned CPA or IRS Enrolled Agent, who uses it to prepare your return. Your questionnaire opens as soon as you create your Greenback account.