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.
Sample client report
The report your advisers and your client's accountant both work from
A US citizen in Marbella with accounts in Spain, the US and the UK. 78% of her assets are held away from her financial adviser. Flags for a restricted Fidelity account and non-US funds, a Modelo 720 check and the FBAR schedule.
For advice firms
See the report your clients would hand you
Get a sample client report built from connected accounts, not a mockup. It is the data pack your team would work from before the meeting starts.
- Accounts, balances and transactions across 30+ countries in one view
- FBAR and FATCA figures already pulled together
- Advisor notes and flags your team can act on
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.
Get the FBAR pack
Ask for it with your work email in the form above and the download link appears on this page immediately.
Get the FBAR packNeed 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
