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The T.Q. auto-saves - you can always close & revisit

The Tax Questionnaire is saved after every field change, so you can freely close the browser & resume another day or on another computer.

If the internet goes down, you will see the error message. Thus, you always know when the changes made to T.Q. can't be saved.


Do I have to answer every question?

In one word - no.

We only ask that you answer questions about your situation. Please select only the characteristics that apply to you while creating the T.Q.

There are only a few mandatory questions. We require these to start work on your return. If you try to save the T.Q. without them - the system will raise a flag and ask that you answer them first.

Ensure to provide actual numbers (saying "see attachment" does not work as it leads to ambiguity and a high chance of error). If you are ever in doubt or unsure how to answer, please don't hesitate to drop us a note, and we'll respond ASAP.

After you complete the T.Q., you will get a pop-up telling you how many questions that we think are important are not finished. This is just a guide - you can still proceed without them.


I am completing multiple years. Do I have to complete a T.Q. for each year? Which year should I do first?

Yes.

We need a Tax Questionnaire for every year you'd like us to prepare.

You should start with the earliest year, as you can copy data from earlier years.


How should I complete the T.Q. if I'm filing an amended return?

Complete T.Q. the same way you would complete one for an original return.

When done, upload a copy of the original return you would like us to amend and notify your tax preparer that you are requesting an amended return.


How should I complete the Tax Questionnaires if I apply to the Streamlined Procedure?

The Streamlined Program (S.P.) generally requires filing the last three years of tax returns and six years of FBARs. In other words, you'll have to file 2016-2021 FBARs and tax returns for 2019-2021 (see Streamlined program - Which years to file?)

Here's what information is needed:

  • 2021 tax questionnaire, complete and reflecting all income

  • 2020 tax questionnaire, complete and reflecting all income

  • 2019 tax questionnaire, full and reflecting all income

  • 2018 tax questionnaire, marked 'FBAR ONLY.' This will allow you to have a shortened version of the T.Q.

  • 2017 tax questionnaire, marked 'FBAR ONLY' This will allow you to have a shortened version of the T.Q.

  • 2016 tax questionnaire, marked ''BAR ONLY'' This will allow you to have a shortened version of the T.Q.

Note - each time you create a T.Q., you can click ''import from an existing T.Q.'' please see the bottom of this link to understand how to easily transfer/ import data from your prior questionnaires - Creating a New Tax Questionnaire (T.Q.). You will have to make small adjustments, such as adding new accounts/deleting closed accounts, and updating balances on the existing accounts.

You will complete three such T.Q.s - so, in the end, wwe'llhave 3 T.Q.s with FBAR details and 3 T.Q.s completed fully (a total of six years done).

If you are applying for the IRS Streamlined Procedure, you must file six years of FBAR regardless of the balances on your foreign accounts.

When finished, please submit your questionnaires.


How to complete T.Q. if expatriating?

In the year of exile, you will need to file two returns — 1040 and 1040NR. Thus, you will need to complete two T.Q.s: for residents and non-residents.

First, please create a current-year resident T.Q. To do so, select U.S. Citizen for Citizenship while creating a T.Q. Complete your first T.Q. with a view to all information that is relevant before your expatriation date.

Then, create a non-resident T.Q. Our system only allows for one T.Q. per year per person, so please select a year that is not in question (i.e., 2001). Select None of the above for Citizenship. Complete your second T.Q. with a view to all relevant information after your expatriation date. Note - as opposed to the citizen T.Q., the non-citizen T.Q. will only require US-sourced income, not worldwide income.

Once you've finished working on your Questionnaires, please submit them for review.


Navigating the T.Q. - settings & 101

Completing the T.Q. is as simple as that. You may use the settings listed below to make the T.Q. navigation easier.

Selecting the Right T.Q. Sections

Our T.Q. is done in a way that shows only the questions about your situation. You are asked to answer Yes to the questions that apply to you while creating the T.Q. Depending on your answers, we will show/hide certain sections of the T.Q. Selecting specific icons may prompt additional icons. For example, I earn a salary will show two more on the next page: I have income from the U.S., and I have income from outside the U.S. Please answer Yes to all questions that apply to your situation.

Showing Additional Questions

If you can't find a specific question/section of the T.Q., you just need to refine your selection of the fields. Simply click Life & Income button at the left, then answer Yes to all questions that apply to your situation. For example, select Self-employed or independent contractor to display the Self-Employment section. Please refer to the table below to find out which questions should be answered Yes to display certain sections.

Note that the related sections are no longer displayed once you deselect the icons.


Section to display

Icons to choose

Personal Details > The Basics > Family

I am married

Spouse Income

I am married

Non-US Financial Accounts

I have financial accounts outside the US

Personal Details > The Basics > Dependents

I have children or dependents

Income > Wages

I earn a salary

Income > Self-Employment

Self-employed or independent contractor

Income > Corporation & Trust

I have ownership in a corporation or trust

Income > Passive Income > Dividends

I receive dividends

Income > Passive Income > Interest

I earn interest

Income > Passive Income > Rental Income

I rent out the property

Income > Investments

I have investments

Taxes & Deductions > Deductions

I want to maximize deductions

Taxes & Deductions > Retirement & Social Security

I have a pension

Income > Passive Income > Pension

I have a pension

Income > Home Sale

I sold property

Created FBAR Only TQ, Need Regular (or Vice-Versa)

Suppose you've created an FBAR-only TQ (for citizens/G.C. holders participating in the streamlined procedure program) - but choose this erroneously and need to complete a regular tax questionnaire. In that case, you can toggle it off at any time. Click the gear icon at the left, then switch off Fbar Only toggle.

Getting Question Help

If you are unsure how the question should be answered, please use question help before contacting your tax preparer. Each question has the ''More info'' icon next to it. Hover the mouse cursor on the question for the icon to appear.

Click the More info icon to get more detailed help on the question. Question help window pop-ups. Read the information carefully and then click X to return to T.Q.

Click Something is still unclear if you need assistance with the question, select the appropriate option. Describe your issue, then click Save and Send to notify your tax preparer.

Previewing All Answers on One Page

To see all your answers on one page, click the gear icon at the left, then turn on Preview on the one-page option. This way, you can check the information you provided before submitting the T.Q.

Once the answers are shown on one page, you may easily print your answers by using the Print option in your browser.

Highlighting Unanswered Questions

To identify unanswered questions, turn on the Highlight unanswered option on the left. The empty questions will be highlighted in blue. You will also see exclamation point icons next to such questions.

Showing Question Numbers

Suppose there are some questions you would like to discuss with your tax preparer. It's a good idea to refer to the question numbers. Click the gear icon at the left, then turn on the Show question numbers option to see the numbers next to each question.

Searching the T.Q.

You may use the Search tool to jump to any question, answer or question help quickly. Just type any word from the question title in the Search field, press the Enter key, then click the question title to jump to it.

Adding Comments

You can provide additional information/comments regarding each question. Every question or file upload dialogue has a ''Add comment'' icon on the right. Hover the mouse cursor on the question for the icon to appear. If you click it, a pop-up will appear, allowing you to provide additional comments for this particular entry. After that, you will see your comment below the question.

Also, there is a Notes section where you can review your question comments and provide additional information unrelated to any question.

Marking Questions as a Draft

You can mark a question as "draft" so that you know you still have to come back and finalize its value later. When you click on the ''Add comment'' con next to the question, a pop-up will appear, allowing you to provide additional comments. On the bottom, there is Mark answer as a draft to be revised later check the box.

If you select it, the system will mark this question as Draft and also add the blue flag icon next to it.

To see all your answers marked draft, turn on the Show marked draft option at the top left.


Which web browsers do you support?

On desktops, we recommend using either Google Chrome or Mozilla Firefox.

On mobile devices, we support Safari and Google Chrome for iOS and Google Chrome for Android.

On Windows, we support Microsoft Edge version 79 and above.

On Mac, we support Safari version 11.1 and above.


Can I provide additional information/comments?

There are two ways of providing additional information in T.Q.

Use ''dd ccomment'icon

Every question has an ''Add comment'' icon on the right. Hover the mouse cursor on the question for the icon to appear. If you click it, a pop-up will appear, allowing you to provide additional comments for this particular entry. After you ''Have Extra Comment'' your comment will be shown beneath the question.

Use Notes section

In addition to the ''Add Comment' icon, if there are additional details that you are unsure of where to input, you can use the Notes section. You may need to press Save for your assigned tax preparer to view your additional Notes.


Can I enter decimals? Should I round up or down?

No. Please round every monetary figure you report to the nearest dollar (or integer value if you report in another currency).


Do I have to complete the Tax Questionnaire?

In a word - yes.

We need to get you details about your situation one way or another. That is why we devised the Tax Questionnaire. It is the most efficient way for us to obtain your details to prepare your tax return.


How do I delete a Tax Questionnaire?

If you want to start from scratch, you may delete a previously created Questionnaire.

1. Click the recycle bin icon next to the appropriate T.Q., then click Confirm.

2. Confirm that you want to delete the T.Q., answer a control question, then click Delete.


Can I see the history of changes I made to the T.Q.?

Yes, you can!

To see all changes to the Questionnaire, click the clock icon next to the T.Q.

A page showing your Tax Questionnaire History will open.

The date and time of the last update are displayed at the top. You may view the entire history of the changes made below. The changes are sorted by date, and the most recent changes are displayed at the top.

  • DATE - The date and time the change was made.

  • SECTION - The Questionnaire section where the changes were made.

  • QUESTION - The question whose answer was changed.

  • EDITOR - Who made changes (you or TFX team members).

  • CHANGES - What exactly was changed (new value-added, value changed, etc.).

Rolling Back to the Previous Value

To roll back to the previous value, follow these steps:

1. Double-click the value to highlight it, then right-click on it and select Copy.

2. Right-click the Tax Questionnaire at the left, then select Open Link in New Tab.

3. Click the year link to edit the Questionnaire.

4. Double-click the value in the Questionnaire to highlight it, then right-click and select Paste.


Should two spouses complete one or two different Tax Questionnaires?

If you are not sure how you should file or you know that you want to file a joint return, both spouses should complete one Tax Questionnaire.

  1. Make sure to answer YES to the question Were you officially married as of Dec-31 of the filing year?

  2. Answer Yes to the question Are you filing jointly with your spouse? that will then show.

Answering those questions YES will make the system ask you various questions about your spouse. If you answer them negatively, the system will not ask you about your spouse's income.

If you are positive that you will be filing as married filing separately, both spouses will have to sign up with their accounts on our system and complete separate Tax Questionnaires.

Please email us in that case so we can assign both spouses to the same Tax Consultant.


T.Q. is asking me to upload a document I don't have at the moment. What should I do?

If you are asked to upload a document that you don't currently have, you may skip it and provide a comment about the missing document by clicking on the ''Add comment'' icon next to the related question.

We ask for it to ensure that you are providing 100% accurate figures to the IRS (they will check them). We can prepare a draft of the return without the form and help you obtain the missing document in the meantime.


When do you ask me to upload a file? Which file types are accepted?

We accept all major image types, such as JPG, PNG, TIFF, and PDF.

We also accept M.S. Office files - such as M.S. Excel and M.S. Word.

You can also upload a zip file containing multiple documents. However, zip files cannot be uploaded inside the Tax Questionnaire, nor should you email them to your preparer. You can only upload zip files via the Documents > Documents You Provide Us section of the Client Area.

HHere'swhat happens when you upload a zip file containing multiple documents:

  1. The system automatically unzips the file into a new folder with the same name as the zip file you uploaded.

  2. The system automatically deletes all files that are not images or documents.

  3. The system scans the files for viruses and deletes any infected files.

  4. The system then deletes the original zip file you uploaded.


How do I let you know that I'm finished?

Once you've finished working on your Questionnaire, you may submit it for review. There are several ways in which you can do this:

  • If editing the T.Q., click the green ALL DONE – SUBMIT button.

  • If you are looking at the list of Questionnaires, click the blue SUBMIT button.

After the Questionnaire is submitted, it is first automatically analyzed by our system.

If you're missing answers to required questions

Specific questions are mandatory and require answers. Such questions have an orange star icon next to them.

If you have not answered all of these questions, then your T.Q. will not be submitted, and a pop-up will open, prompting you to answer the remaining required questions. Click on the question name in the pop-up window to jump to the required question and answer it.

If you're missing answers to recommended questions

You will see the following screen if you answered all the required questions but skipped the recommended ones.

This window allows you to check all the unanswered questions so you can go back and answer them. You are not required to answer all the recommended questions, but the more info you provide to us, the better we can prepare your return.

Select Not ready – still making edits to return to the Questionnaire and answer the remaining questions. These will be highlighted in blue.

If you ddon'twant to answer any more recommended questions, select Finished- Submit T.Q., then click Submit.

How to Make Us Review Your Submission

You can now continue to work on the other Questionnaires. Note that we won't start analyzing the submitted Questionnaire until you confirm that you are finished completing all your questionnaires.

If all Tax Questionnaires you would like us to work on are submitted, click the All Done - Please Review button to inform us that you are ready. We will analyze your responses and reply with an Engagement Letter within three business days.


How do I let you know that I'm finished?

Once yyou'vefinished working on your Questionnaire, you may submit it for review. There are several ways in which you can do this:

  • If editing the T.Q., click the green ALL DONE – SUBMIT button.

  • If you are looking at the list of Questionnaires, click the blue SUBMIT button.

After the Questionnaire is submitted, it is first automatically analyzed by our system.


I want to change something in the T.Q. after I submit it. How can I do that?

Please open the Tax Questionnaire you want to update, then make the necessary changes. When you are finished, click this button at the bottom of the page:

Please note: you can only make changes before the Engagement Letter is signed. After that, the Questionnaire will become locked. But you only have to ask your Tax Preparer, and (s)he will unlock it for you to make changes.


My T.Q. year is not available - what do I do?

We do not enable a future year tax questionnaire until late in the year to avoid confusion about which year to complete.

Example: T.Q. for 2022 will be available in December 2022. The 2022 Tax return will be due in April 2023.

If you need a projection, please complete a ''ummy''TQ for a year we will not be preparing (i.e., 2005)


How can I print my completed Tax Questionnaire?

Sometimes you may want to print your answers to T.Q. to keep them handy. HHere'show to do it:

  1. Turn on Preview on the one-page option in T.Q. settings in the left sidebar.

  2. Use the Ctrl+P (Windows) or Command+P (macOS) keyboard shortcut. This works in most web browsers. The Print option may also be found in the browser's menu (you can usually access it by clicking three dots or the gear button).

  3. Adjust the print settings (e.g., specify the number of copies to be printed, the color mode, etc.), and then click Print.


Created NRA TQ, need regular (or vice-versa)

T.Q. (NRA to regular T.Q. and vice versa) conversion hack

Suppose you've created a non-resident alien T.Q. (for non-citizens/G.C. holders who do not meet the substantial presence test) - but choose this erroneously and need to complete a regular tax questionnaire. In that case, we cannot convert the T.Q. Here's a workaround:

  1. Create a new T.Q. of the desired type (NRA or regular), copying from the existing T.Q. you created for a ''dummy'' year (i.e., 2005).

  2. Delete the original T.Q.

  3. Create a new T.Q., in the desired year, in the desired format, copying from the ''dummy'' T.Q.

  4. Delete ''dummy T.Q.''


Video - Using the Calendar Year Income Calculator


My internet is fine, but T.Q. keeps saying I have no connection

Our Tax Questionnaire is saved after every field change, thus, your internet connection is checked permanently to ensure that no changes you made to T.Q. are lost. If you see the error message, just try to use another browser.

On desktops, we recommend using either Google Chrome or Mozilla Firefox.

We support Safari and Google Chrome on mobile devices - you can download them for Android or IOS.

If you have to use Internet Explorer - we only support version 11 and above.

On Mac, we support Safari version 10.1 and above.


I am very busy - can I give you all my documents, and you will figure it all out?

Yes, it is certainly possible. We have a VIP service. Here is how it works:

  1. You send us your documents.

  2. We input your data into our Tax Questionnaire.

  3. You review it and authorize us to proceed.

  4. We are preparing your return.

We charge our standard billable rate of $200 per hour for this service. The amount of time needed to fill out a Tax Questionnaire depends on the complexity of the individual's tax situation, but it usually takes 1-2 hours. You can find more details about this service here.

Once the Questionnaire is prepared, the rest of the Tax Preparation service is performed at our standard fees.

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