- About Greenback
-
Services + Pricing
- Federal Tax Return Preparation: FAQs
- Late Tax Return Preparation: FAQs
- Foreign Bank Account Reporting
- Foreign Account Tax Compliance Act Reporting
- Small Business Tax Return Preparation: FAQs
- Streamlined Filing Package for Tax Compliance: FAQs
- UK Self-Assessment Tax Return: FAQs
- Canadian Tax Return Preparation: FAQs
- Additional Expat Tax Services
- Consultations
- Tax Prep Process
- Account Assistance
- Completing Your Questionnaire
- Support
Do I have to complete all of the questions?
There are only a few questions that are required.
The required questions in the questionnaire are necessary for your accountant to get started on your return.
The remaining questions are customized based on what you’ve told us about you and your unique situation. If a question does not apply to you, please feel free to leave it blank.
You should complete your questionnaire when you have all of your information ready. It is best to complete the questionnaire sequentially rather than skipping to different questions.
Articles in this section
- I’m new to Greenback. Can you walk me through the Questionnaire, step-by-step?
- Do I have to complete the questionnaire?
- Do I have to complete a questionnaire for each tax year?
- Do I have to complete all of the questions?
- Does the questionnaire save so I can continue later?
- How do I make changes to my questionnaire?
- How do I let you know I’m finished my questionnaire?
- How can I change something in the Questionnaire after I submitted it?