Do I Have to Complete the Questionnaire?

Yes, completing the interactive questionnaire is required before we can begin preparing your tax return.

Small details can have a big impact on your filing, and the questionnaire ensures your accountant has everything needed to file an accurate, optimized return.

The good news?

• The questionnaire is smart and intuitive—you’ll only see questions relevant to your situation.
• If you’ve filed with Greenback before, many fields will be pre-filled from prior years, saving you time.
• It helps us ensure nothing gets missed, especially with new tax laws coming into effect.

Completing the questionnaire gives your accountant a clear picture of your financial situation, so we can get your return right the first time.

Just click the “Get Started” button in the top right corner of your screen to jump right in!