Document Checklist for Americans Living Abroad

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Get Greenback’s Document Checklist for Americans Living Abroad

Whether you already filed your US expat income tax return or are just getting started, keeping important tax documents in good order is always a good idea. We’ve created this guide to help introduce you to the specific documents needed to help you get started on your tax filing. No matter whether you’ve filed last year or year’s ago, this checklist will be helpful as you gather your files in preparation for your next deadline.

Download the guide today so that you know exactly what you need for your expat tax filing!

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What You Will Learn

1

What documents you need overall to file your US expat tax returns.

2

When you'll receive statements from the US and how long you need to hold on to them.

3

What information you'll need to track down and when you need it ready by in order to hit the deadlines.

4

Which special circumstances may impact you and which additional documents you'll need.

Ready to Get Started on your US expat Taxes?

Greenback’s here to take the hassle out of filing your US expat taxes so you can get back to your adventure abroad.

Get Started Today

Why Americans Abroad Love Greenback

"My tax advisor just became my personal hero. American expat friends, no matter where you live: if you are ever in need of assistance with your ever-so-complicated tax returns or FBARs, please contact Greenback! I can recommend them without reservation. My angel of a tax advisor went to great lengths and was absolutely reliable, professional, and congenial throughout. I will forever be grateful for his competent advice that finally got me back on track with my American taxes.”
"Greenback made a complex process straightforward. I have just moved to the US from the UK, and what with salaries from two jobs in two countries with different tax years, as well as rental income, I would have been lost without Greenback. They made my life easier, provided value for money, and the accountant with whom I worked was helpful and happy to answer all my questions. I'll be using Greenback for my taxes next year, and for many years."
UK
Based on 264 reviews
"Like some of the other reviewers, I had postponed getting good tax advice and actually had a professional tax accountant charge me a great deal of money and mess up my returns; my Greenback guy cleared it up. I never had peace of mind doing my taxes, for fear of an error. I can now count on Greenback not to make errors, to be completely transparent- not to mention always updating the online (including questionnaire) technology. It's a superb service."
UK
Based on 56 reviews
"Having to file taxes in two countries can be a slog, but Greenback has made the US side of things fairly easy for me and my family over the years that I've lived abroad. My preparers have always been quick to respond to questions, helpful in their responses, and thorough in their work. Year to year, there's never been a question about how I'll go about filing my US taxes: I always pick up with Greenback right where we left off."
"Greenback is that perfect niche business. They do what they do extremely well. They are professional, responsive and resourceful Working with them takes the dread and and tedium from that uniquely American original sin of having to pay taxes on worldwide income while living abroad. I cannot imagine facing this yearly slog without Greenback! My accountant, whom I have never met of course, is one of my favorite people."
France
Based on 264 reviews
"I have had the folks at Greenback do my taxes for about 10 years now and have always been satisfied with the process, service, pricing and, importantly, the results! I am one that appreciates having the same accountant do my returns over the years. This continuity is just one of the "soft" or "hard to measure" metrics in why I appreciate this service! I can highly recommend them with confidence!"
Australia
Based on 56 reviews