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i loved this. i was confused though at first about whether i could use a free trial or if i would be charged. i would recommend highlighting the free trial offer upfront to get more people to use this great product.
2014-09-30
Exactly the form that I required. Repeated editing was necessary for approval of recipient and permitted by PDF filler. Direct email was most helpful to pre-empt time delays. Anticipate emailing for initials & signature - hope it works out.
2015-10-27
At first I did have problems figuring out how to use it. I don't see a "copy/paste" button and wish there was one. Overall, as I start to use it more and more I am liking it.
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2017-03-20
I like the fact I can do this online. But, being new, it's complicated finding my way around. I cannot figure out why the font changes size when completing column J - both lines.
2017-11-01
I wanted to create 2 additional 1099s but was unable to find that option so closed and requested it be sent to IRS. Now I know I should have selected "template" but have not been able to get that to work. Made another, and no option to send to IRS
2019-01-29
Best customer service ever
The service is very helpful for filling out lots of things. In addition, if you forget that it's a subscription service, they have the ABSOLUTE BEST CUSTOMER SERVICE! Highly amazed, 12/10
2019-12-22
Excellent company excellent service
Although when testing the service it did not meet my requirements a month later an annual Bill showed up on one of my payment accounts. This just happened minutes ago and I was up working on a project so I immediately responded. Surprisingly somebody answered the phone at the company. I was able to refer them to my account they could see where I had stopped the service immediately upon testing it because it didn't fit all of my requirements this all happened last month however as a young lady told me the cancellation process takes several steps and somewhere during that process the cancellation was not 100% completed. However she sees where I never utilized the service I did cancel it she immediately moved into action return the payment that was incorrectly processed and was super helpful and super friendly. The Reps name was Sally I am super impressed with not only her but PDF filler because of the fact that they honored my displeasure and something like I said through the process fell through the cracks however I was able to contact them they were able to easily see what was happening with my account and rectify my complaint. I want to vote the company a plus plus because nowadays service is not even a thing anymore it seems rarely can you find a company that stands behind their product and they do so by providing support Saturday morning at 5:00 a.m. LOL so yeah I was super pleased with the service although they did not provide what I was looking for the company still will always be on my good list in terms of consideration in case in the future they do provide the needs that I have. A+ Plus
2023-11-18
Good. I used to use Docusign but they ruined everything by not allowing direct access to an existing account within email. It would be good if you could do that btw - when you preview a document in gmail you should be in the dropdown list of options for opening the doc and editing it.
2023-05-08
I made a mistake and bought a year subscription instead of one month as I needed, I immediately emailed customer support and thought I would be waiting days for a reply if I was lucky, but to my surprise I received a response within 2 minutes. She offered to change my subscription and refund the rest of my money, I of course excepted and they changed it immediately! ***** ******** for your amazing customer service! And your forms, that have been time saving!
2021-05-17
Expand Payment Transcript Feature
The Expand Payment Transcript feature enhances your ability to manage and analyze financial transactions easily. This tool provides a comprehensive view of payment details, allowing you to track and understand your transactions more effectively.
Key Features:
Detailed Payment Records: Access complete transaction histories with clear breakdowns.
User-Friendly Interface: Navigate through your payment data with ease.
Customizable Reports: Generate reports tailored to your needs for better insights.
Real-Time Data Updates: View your payment information instantly as transactions occur.
Potential Use Cases and Benefits:
Financial Analysis: Simplify your assessment of income and expenses.
Budget Planning: Use the reports to create accurate budgets and forecasts.
Dispute Resolution: Quickly find and reference transaction details for any disputes.
Audit Preparation: Gain confidence in your financial records for audits and reviews.
This feature solves the common problem of disorganized payment records. By providing clear and accessible data, you can easily track your transactions, reducing stress and helping you make informed financial decisions. With the Expand Payment Transcript feature, you gain clarity and control over your finances.
For pdfFiller’s FAQs
Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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How do I get my wage and income transcript?
You can get a wage and income transcript, containing the Federal tax information your employer reported to the Social Security Administration (SSA), by visiting our Get Transcript page. ...
You can also use Form 4506-T, Request for Transcript of Tax Return.
What is the wage and income transcript?
IRS Definition A wage and income transcript shows data from information returns the IRS receives, such as Forms W-2, 1099, 1098 and Form 5498.
What is the difference between a tax return transcript and a tax account transcript?
A tax transcript is a summary of your tax return provided by the IRS. There are a few types of transcripts available. The most basic is the tax return transcript, which contains most line items from the tax return, including the adjusted gross income along with associated forms and schedules.
What is IRS transcript?
An IRS transcript is a record of your past tax returns. You can choose to receive them online or by mail. Request a transcript from the IRS website.
How can I get my tax transcript online immediately?
You can get your free transcripts immediately online. You can also get them by phone, by mail or by fax within five to 10 days from the time IRS receives your request. To view and print your transcripts online, go to IRS.gov and use the Get Transcript tool. To order by phone, call 800-908-9946 and follow the prompts.
How do I get my corporation tax transcript?
Please visit us at IRS.gov and click on Get a Tax Transcript... under Tools or call 1-800-908-9946. If you need a copy of your return, use Form 4506, Request for Copy of Tax Return. There is a fee to get a copy of your return.
Can you file taxes with a wage and income transcript?
The Wage & Income transcript reports only “data from information returns we receive such as Forms W-2, 1099, 1098 and Form 5498, IRA Contribution Information.” ... That is, the Wage and Income Transcript does not show your tax return, but the income forms that were copied to the IRS.
What is a wage and income transcript?
The IRS Wage & Income Transcript is a listing of all the information reports that the IRS has received for you. ... If you're wondering what the IRS does with this information, they build an annual file about you, and then they compare what they have received with your tax return.
Can I get a tax transcript if I didn't file?
This transcript is available for up to 10 prior years using Get Transcript Online or Form 4506-T. Verification of Non-filing Letter — provides proof that the IRS has no record of a filed Form 1040, 1040A or 1040EZ for the year you requested. It doesn't indicate whether you were required to file a return for that year.
How can I get a copy of w2 quickly?
If you can't get your Form W-2 from your employer, and you previously attached it to your paper tax return, you can order a copy of the entire return from the IRS for a fee. Complete and mail Form 4506, Request for Copy of Tax Return along with the required fee. Allow 75 calendar days for us to process your request.
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