Download and get organized
Expat Tax Organizer
Keep your travel, foreign accounts, and tax documents organized with a reusable preparation workbook.
“How do I keep everything ready for tax time?”
Inside your download
One place for the records your preparer needs.
A reusable Excel workbook with six worksheets, a seven-page PDF guide, and a quick-start file, together in one ZIP download.
- Start-here instructions
- Travel dates log
- Foreign-account inventory
- Annual document checklist
- Income and tax records
- Questions for your preparer
Keep the workbook on your device and reuse it for future years. This is an organizing tool; tax advice, calculations, review, and filing are separate services.
What you receive
- A reusable spreadsheet workbook with a travel log, foreign-account inventory, and annual document checklist.
- An income and expense document tracker and a place to record questions for your preparer.
- A short PDF guide explaining how to use the workbook and share records securely.
- Download support if you have trouble accessing the files.
Scope to know before you start
The listed fee covers the work described above. These items require a separate engagement or another professional:
- Personalized tax advice, review of completed worksheets, or a follow-up tax clarification.
- Tax calculations, eligibility determinations, return preparation, or filing.
- Automatic submission or synchronization with any tax authority.
Delivery and follow-up
Workbook and PDF guide, delivered after payment
Your purchase includes a reusable Excel workbook and PDF guide in one ZIP package. Pay securely with Stripe, then download the files immediately after payment is confirmed. We also email a private download link that works on another device for 30 days. Keep completed worksheets private.
If the download is missing or will not open, contact info@fileabroad.com for help. Personalized tax review is a separate service.