Welcome Greenback Clients
Here you will find answers to the most commonly asked questions, including details on completing your American expat tax return, accessing and uploading documents into your secure data folder, filing other necessary reports (such as the FBAR) and more!
Please note: We have switched to a new file sharing system, Box.com and migrated all of your documents from our old system. You should have received an invitation to access your new secure folder. If not, we apologize for any inconvenience and please contact us so that we can resend your invitation immediately.
Documents to Gather
Below is a list of the most common documents we need to prepare your expat taxes. You can also find this information on the last page of your Questionnaire.
Copy of previous year’s tax return
If we prepared your return last year, then we will already have a copy.
Records of wages, compensation or tips
These are your pay slips from Jan. to Dec. of the tax year.
Record of business income and expenses for self-employed
This is likely to be your business P&L, Balance Sheet and Cashflow statement.
Record of interest and/or dividends
This is likely to be a Form 1099 from a US financial institution or your year-end interest statement from your local bank.
Record of any mortgage interest
If you own a property in another country and you have a mortgage on that property, you should receive a statement saying how much interest you pay annually; this is the statement we need.
Record of distribution from Pensions, Annuities, Profit Sharing, IRA or other retirement accounts
If you have withdrawn any money from any of these accounts, your employer or broker should have sent you a statement.
Record of any Social Security benefits
Any social security benefits that have been paid to you.
Record of any additional income
This could be rental income if you rent out a property, interest from bonds or savings accounts if they have not sent you a tax statement, etc.
Refer a Friend
Since all Americans living abroad need to file a US tax return each year, chances are you have friends who are also in the same boat you were: looking for a trusted, experienced company that can take the burden of tax prep off their hands! Spread the good word about Greenback to your expat friends and reap the rewards. Get a $25 gift card for every friend you refer who uses our services!
Leave a Review
If you had an outstanding experience with Greenback, we would love to hear from you! Your testimonial will not only make us feel all warm and fuzzy, it will also give prospective customers a chance to hear first-hand what they can expect from us. Your fellow expats will truly appreciate you taking the time to share your experience!
