How should I complete the Tax Questionnaires if I’m applying to the Streamlined Procedure?

In general, the Streamlined Program (SP) requires the filing of the last 3 years of tax returns and 6 years of FBARs. In other words, you'll have to file 2012-2017 FBARs and tax returns for 2015-2017 (see Streamlined program - Which years to file?)

Here's what information is needed:

  • 2017 tax questionnaire, full and reflecting all income
  • 2016 tax questionnaire, full and reflecting all income
  • 2015 tax questionnaire, full and reflecting all income
  • 2014 tax questionnaire, marked 'FBAR ONLY'. This will allow you to have a shortened version of the TQ
  • 2013 tax questionnaire, marked 'FBAR ONLY' This will allow you to have a shortened version of the TQ
  • 2012 tax questionnaire, marked 'FBAR ONLY'. This will allow you to have a shortened version of the TQ

Count back 6 years from today and start from completing Non-US Accounts tab of the oldest year (i.e 2012).

Note - each time you create a TQ, you can click 'copy from an existing TQ' and transfer information from the previous questionnaire. You will have to make small adjustments, such as adding new accounts/deleting closed accounts and updating balances on the existing.

You will have to complete 3 such TQs - so, in the end, we'll have 3 TQs with FBAR details and 3 TQs completed fully (total 6 years done).

When finished, please submit your questionnaires

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