Welcome Greenback Clients
Login to our online system that makes filing expat taxes an amazingly easy experience. Using your answers to a handful of questions, your Tax Companion becomes customized to you, ensuring you upload all the info and docs you need. Take next steps today!
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If you have withdrawn any money from any of these accounts, your employer or broker should have sent you a statement.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.
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