TQ Help
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TQ Overview

  • How do I create a new TQ?
  • Does the TQ auto save? Can I close it and revisit later?
  • I am very busy - can I just give you all my documents and you will figure it all out?
  • Do I have to answer every question?
  • I am completing multiple years. Do I have to complete a TQ for each year? Which year should I do first?
  • How should I complete the TQ if I’m filing an amended return?
  • How should I complete the Tax Questionnaires if I’m applying to the Streamlined Procedure?
  • How to complete TQ if expatriating?
  • Can I copy data from one TQ to another?
  • Navigating the TQ - settings & 101
  • Which web browsers do you support?
  • Can I provide additional information/comments?
  • Can I enter decimals? Should I round up or down?
  • Do I have to complete the Tax Questionnaire?
  • How do I delete a Tax Questionnaire?
  • Can I see history of changes I made to the TQ?
  • Should two spouses complete one or two different Tax Questionnaires?
  • TQ is asking me to upload a document that I don't have at the moment. What should I do?
  • When you ask me to upload a file, which file types are accepted?
  • How do I let you know that I'm finished?
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Categories

  • TQ Overview
  • Personal Info
  • Every question explained
  • Family & Dependents
  • Income, Tax, Deductions
  • Business & Self-Employment
  • Non-US Financial Accounts
  • Australia
  • France
  • Germany
  • Hong Kong
  • Japan
  • Singapore
  • Spain
  • Switzerland
  • United Kingdom
  • Rest of the world
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