What Information Do You Need from Me to Prepare My US Expat Tax Return?

We know you’re busy and that most expats aren’t tax experts, so we’ve designed our process to be as straightforward and stress-free as possible.

Our secure Greenback Tax Companion platform will guide you through a short questionnaire and provide prompts for uploading documents. Here’s what we typically need:

What You’ll Provide:

• Completed Greenback Tax Companion questionnaire
  This helps us understand your income, residency status, and expat situation.
• Relevant financial documents, including:
  • Prior year’s US tax return (if available)
  • Wage statements (W-2, P60, pay slips)
  • Foreign and US interest/dividend income
  • Capital gains or losses from asset sales
  • Mortgage interest statements
  • Rental income and related expenses
  • Proof of foreign taxes paid
  • Social Security or retirement distributions
  • Travel records (for FEIE qualification)

What We’ll Handle:

You don’t need to do any calculations—we’ll take it from here. Once you upload your documents and submit your questionnaire:

• Your dedicated accountant will review everything
• Handle all conversions and IRS-required forms
• Determine eligibility for credits, exclusions, and deductions
• Prepare and file your return accurately and on time

Our goal is to make expat tax prep something you don’t have to worry about.

Expat Tax Planning Documents Checklist

Dreading the last minute scramble of pulling together your tax documents? Despair no more!

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  Tax Planning ChecklistUS Tax Deadlines + ExtensionsBuying + Selling Real Estate AbroadDocument Checklist Guide25 Things to KnowNewsletter Sign UpTax Planning Checklist
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  Choose OneUS Tax Deadlines + ExtensionsTax Fairness ActBuying + Selling Real Estate Abroad12 Things Behind on TaxesDocument Checklist GuideGuide for Americans in UKNew Tax Bill Guide25 Things to KnowNewsletter Sign Up
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