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!
Note: We’re always looking for ways to make the tax preparation process a painless one. And we’d like to introduce – Greenback Tax Companion – a secure account that’s 100% built from feedback from expats around the world just like you.
Ready for your new account? Simply create your account here.
Looking for your files on Box? You can still access them here. Please note: they will also live in your new Greenback Tax Companion account once you create a login.
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If you have withdrawn any money from any of these accounts, your employer or broker should have sent you a statement.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
If you enjoyed working with us and have just 10 seconds to spare, we’d love to offer you $25 off tax prep services. Based on feedback from customers like you, we’ve made a change to our Refer-a-Friend program. A gift card is nice, but savings on expert tax prep is nicer. Plus, you can refer as many friends as you want! There’s no limit—refer 4 friends who follow through, and you’ll earn $100 toward services.
Leave a Review
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