Sample data pack
See exactly what your team receives
A complete FBAR data pack, generated from connected accounts, not a mockup. Tell us where to send it and the download starts right away.
Inside the FBAR pack
FinCEN Form 114 for a UK-domiciled filer with five reportable accounts and an aggregate maximum of $824,097.
- Every reportable account with institution, address, ownership and masked number
- Maximum balance in local currency and USD, with the date it was hit
- Treasury end-of-year exchange rate cited, per Form 114 instructions
- Data-quality flags showing how many days of history back each balance
- Advisor notes on judgement calls: foreign pensions, negative balances
Sample data. For informational purposes only, not tax advice.
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Need a pack for a different form?
The same pipeline produces data packs for the rest of the cross-border filing set. Tell us which one your practice files most and we will prepare a sample against it.
- FATCA (Form 8938)
- PFIC (Form 8621)
- Foreign trusts and gifts (Forms 3520 / 3520-A)
- Foreign corporations (Forms 5471 / 5472)
- Foreign tax credit (Form 1116)
- Foreign pension and treaty position summaries