Welcome Greenback Clients
Here you will find answers to the most commonly asked questions, including the login for your Greenback Tax Companion, details on completing your American expat tax return, accessing and uploading documents, filing other necessary reports (such as the FBAR) and more!
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If you have withdrawn any money from any of these accounts, your employer or broker should have sent you a statement.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
Share the service you love and get rewarded! Receive a $25 credit for each referral. How does it work? After your friend completes their Federal Tax Return with us, you’ll receive a $25 credit to apply to your own tax prep. Refer as many friends as you want! The sky’s the limit and our system keeps close track to ensure you get credit where it’s due.
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