For CPAs & EAs
Your client did the PFIC legwork. Here is what you receive.
When a client brings you an Atamatax package — the $199 CPA Export or any filing tier — you get the part of an expat engagement that burns the most hours: per-fund PFIC analysis, threshold math shown with its inputs, and an explicit list of what still needs professional judgment. This page explains the deliverable so you can decide in minutes whether to work from it.
What the package contains
- Form 1040 income & tax summary — every line mapped to the form and line it belongs on
- Holdings table with per-fund PFIC classification and the elected method (QEF / MtM §1296 / §1291)
- One Form 8621 worksheet block per PFIC: basis, year-end FMV, inclusion, and the Part I/II/IV/V mapping
- Form 8938 and FBAR threshold math — the exact totals and thresholds behind every “required” verdict
- Form 1116 detail: attested foreign tax, the §904 cap, and the credit actually applied
- Assumption log — every figure resting on a client attestation or a default, in one place
- Open data points and detect-and-route statuses: what is computed, what needs input, what was routed to you
See it before a client sends one: the public sample package is generated by the same engine and pipeline from synthetic data.
What it deliberately leaves to you
- Judgment calls: willfulness for Streamlined cases, treaty positions beyond the disclosed defaults, sourcing splits on Form 1116.
- Out-of-scope forms: 5471, 3520/3520-A, dual-status years — detected and routed to you, never computed.
- The filing itself: the client (or you) signs and files; the package is a preparation aid, not a return of record.
The practitioner workspace — planned
A collaborative version of the CPA Export is on the roadmap: invite a practitioner into a client's file read-only, comment on a form or a holding, approve or reject a PFIC classification, request documents, and re-export — with an audit log and client-controlled access. It does not exist yet, and we would rather tell you that than demo vaporware. If you want to shape it (or want a partnership tier for preparing client returns through Atamatax), email hello@atamatax.com or use the partners page.
Frequently asked
- Is the package a filed return?
- No. It is a draft preparation package: computed figures mapped to IRS forms and lines, plus the open questions. Your client (or you) reviews, signs, and files. Atamatax never e-files today and is software, not a preparer of record.
- How do I verify the PFIC classifications?
- Each holding carries the classification reason (dataset match or domicile-based presumption) and the package prints the value/threshold pair behind every verdict. Nothing is asserted without the math next to it — if you disagree with a classification, the client can flip it and regenerate.
- Can I prepare client returns through Atamatax?
- Not yet. A practitioner workspace — client invitations, per-form comments, classification sign-off, an audit log, and re-exports — is planned. Until then, clients forward you the PDF package and you work from it.
Last reviewed .