Foreign Account Records & FBAR Preparation Kit
Organize foreign-account records for review: inventory accounts, map coverage by year, record balance and conversion evidence, flag special cases, and finish with a sourced preparer handoff. Values that are not supported stay flagged as unresolved. Your worksheet records stay on your device.
Account Records Kit · $29 USD
Turn scattered statements into a sourced account summary.
A downloadable preparation guide, fillable PDF worksheets, two fictional worked examples, and a private browser workspace. The kit organizes your records for a preparer; it does not file an FBAR or approve a reportable value.
- Preparation overview and worksheet sequence
- Account master list with safe number handling
- Account-year coverage map
- Balance-evidence worksheet
- Conversion record (original + converted)
- Special-case inventory (joint, closed, signature authority)
- Reconciliation and preparer handoff
- Two fictional worked examples
| Alias | Country | Coverage | Observed max | Annual max |
|---|---|---|---|---|
| Bank A checking (redacted) | Spain | 12 / 12 | 8,200 EUR | Agent-supported |
| Bank B savings (redacted) | Portugal | 10 / 12 | 18,250.75 EUR | Not yet supported |
| Employer account (redacted) | Germany | 12 / 12 | — | Signature authority |
Bank B savings (redacted), reporting year 2025.
April and May are flagged. With no bank-certified maximum, this account ends “annual maximum not yet supported” instead of a guessed value.
One-time price
$29 USD
One payment. No subscription or automatic renewal.
Supported year
2025
One household and one reporting year. Check current guidance before reusing blank forms for another year.
Download terms
Download after confirmed payment. Keep your files; private download and browser access last 30 days. Includes this package version, with no promised annual updates. Preparation, review and filing are separate.
fbar-account-records-kit@1.0.0 · built 2026-10-10 · Agent-built and reviewed; owner-authorized release. Obtaining a highest observed balance does not automatically establish a supported annual maximum.
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Disclaimer: This tool provides estimates for educational purposes only. Tax situations vary significantly based on individual circumstances. Always consult a qualified tax professional before making tax decisions.
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