- 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
How do I make changes to my questionnaire?
On our end, the questionnaire is ‘locked’ once you’ve entered your information, agreed to our Acknowledgement of Engagement and submitted the questionnaire. This is done intentionally, as it allows your accountant to dive in head first on your taxes.
If you need to make changes, we need to let your accountant know (as small changes can have big impacts on your return!).
Please contact Customer Support to re-open your questionnaire so you can make changes.
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?
- What If My Spouse Does Not Have a Social Security Number (SSN)?
- What Is a Dependent?
- Why Do You Ask if I Have Any Continuing Ties or Plans to Return to a State?
- How Do I Know if My Visa Limits My Right to Work?
- What Should I Do if I Don’t Have a Social Security Number (SSN)?
- What is a foreign (non-US) financial account?
- How do I find my routing number?
- W-9 vs. W-8: What Are They, and What’s the Difference?
- Does scholarship income need to be declared on my US tax return?
- What documents do I need to have ready to file my US expat tax return?
- What other information do I need to have on hand while preparing US expat tax returns?
- Can Greenback e-file for me?
- What types of activities would be considered work-related?
- My spouse isn’t an American citizen. Do I have to submit their information?
- I don’t have a US bank account. Can I receive my refund electronically?
- When calculating overseas assets, should pensions be included?
- What if my foreign (non-US) bank account is over $10,000?
- Do I need to include accounts I only have signing authority for?
- What is a primary residence?
- How do I calculate cost/basis in the property?
- What types of files can I upload?
- Can a dependent be cared for by a relative?
- How many dependents do you have?
- Does my employer’s location affect my return?
- How do I know if my employer is a foreign affiliate?
- I’m returning to Greenback. Can you remind me where to start?
- Who is the primary taxpayer?
- How do I apply for an Individual Taxpayer Identification Number (ITIN)?
- How Can I Change Something in the Questionnaire After I Submitted It?
- How do I let you know I’m finished my questionnaire?
- Does the Questionnaire Save So I Can Continue Later?
- Do I Have to Complete All of the Questions?
- Do I Have to Complete a Questionnaire for Each Tax Year?
- How do I calculate exchange rates?
- How do I make changes to my questionnaire?
- What years do I need to select?
