How do I get started?

You’ve already done the hard part by starting the process. There are just a few steps remaining to get you all squared away!

Thanks so much for choosing Greenback to take care of your tax prep for 2018! Here are the next steps:

Login - Log in to your Greenback Tax Companion account.

log in to your tax companion account

If you're a returning customer, click on the green button "YES, I WANT TO WORK WITH YOU AGAIN THIS YEAR!"

Returning get started

Answer a few questions - If you haven't already, answer a few initial questions about yourself and choose the tax year you need to file. Not sure which years you need? If you are looking to file the current tax year, select 2018. If you are a late filer looking to get caught up, select Streamlined Filing. If you need us to help report your foreign bank accounts, select FBAR Only. If none of these situations apply, don't worry! Simply check Not Sure and we can discuss your individual situation.

New TUAY form-1

For returning customers, answer a few initial questions about yourself and choose the tax year you need to file. You'll choose 2018 for Tax Year.

New TUAY form

Enter your information and upload your docs - Then, enter your information and upload your docs in the interactive questionnaire. It adapts based on your answers, which means you’ll only be asked for details and documents that are relevant to your specific circumstances. If you're a returning customer, it's even easier as it pulls in all your relevant details year-over-year!

Submit - Once finished make sure to click the green "Submit" button and your accountant will reach out within 1 business day.

summary page submit button

Relax - And then sit back and relax while the magic happens! Don't worry - we'll send you more info once you have your draft tax returns in your hands.