Streamline Your FBAR Reporting with Paperform

If you're a U.S. person with foreign financial accounts exceeding $10,000 at any point during the calendar year, FinCEN Form 114—commonly known as the Foreign Bank Account Report (FBAR)—is a critical compliance requirement. Our FinCEN Form 114 FBAR template helps accounting firms, tax professionals, compliance officers, and financial advisors gather all necessary information from clients in one organized, secure form.

Why Use Paperform for FBAR Data Collection?

Traditional FBAR preparation often involves scattered emails, incomplete spreadsheets, and follow-up calls to gather missing account details. This template transforms that process into a streamlined, professional workflow that captures:

• Filer identification details (name, TIN, address, and filing capacity)
• Complete foreign account information (account numbers, institution names, addresses, and maximum values)
• Signatory authority details for accounts where the filer has signing authority but no financial interest
• Joint account holder information when applicable
• Multiple account support to handle complex international portfolios

Paperform's conditional logic shows relevant questions based on the filer's specific situation—whether they're filing for themselves, as a joint filer, or reporting signatory authority. This creates a cleaner experience for your clients and ensures you collect complete, accurate data the first time.

Connect FBAR Data to Your Tax Workflow

With Stepper (stepper.io), you can automate what happens after form submission. Send client data directly to your practice management software, create tasks in your project management system, trigger follow-up emails for missing documentation, or update your CRM with filing status. For firms managing dozens or hundreds of FBAR filings during tax season, these automations eliminate manual data entry and reduce the risk of missed deadlines.

Paperform integrates seamlessly with tools like Google Sheets, Airtable, Slack, and thousands of other applications, making it easy to plug FBAR data collection into your existing compliance workflows.

Professional, Secure, and Compliant

Our template is built with professional services in mind—fully customizable branding, SOC 2 Type II compliance, role-based permissions, and secure data handling that meets the standards expected by accounting and legal firms. You can embed the form on your website, send it as a branded link, or use it internally for client intake during tax preparation season.

Whether you're a solo CPA handling a handful of international clients or a multi-partner firm processing hundreds of FBAR filings annually, this template gives you a reliable, repeatable system for gathering the complex information required by FinCEN—without the headaches of traditional paper forms or generic survey tools.