Danish Reporting Scoping Form

For quote-stage scoping only. Please answer the required sections and skip anything you do not know.

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Contact

Basic contact details and who the filing relates to.

Primary Contact
Spouse 1
Spouse 2

Filing Snapshot

A quick snapshot of residency and what has already been filed or disclosed.

Have you filed Danish tax returns for each year since moving to Denmark?
Have you previously reported any U.S. income, pensions, or investment accounts to SKAT?

Accounts to Review

List the main U.S. accounts or income items that may need Danish reporting review.

Optional if handy

Retirement Details

Add this if retirement accounts are part of the issue and you already have the details handy.

TRS Details

Only complete this if a Teacher Retirement System benefit is involved.

Brokerage Details

Only complete this if taxable investment accounts are part of the review.

Child / Custodial Details

Only complete this if there is a child, custodial, or beneficiary account to review.

Other Items

Anything else that may affect scope.

Documents Available

Mark anything you already have available now.

Extra Notes

Anything else that would help with scoping or pricing.