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What our customers say about pdfFiller
See for yourself by reading reviews on the most popular resources:
It was the only source I could find to obtain 2014 Form 990 forms. The IRS site shows 2014 forms tabs but they are for 2015 which is the wrong form. I could not find the supplemental forms I needed by searching the website so I gave up and contacted customer support on your chat line. The rep was very polite and sought out all the supplemental forms I needed to finish the job. That's a real plus but I should have been able to find the forms on the website.
2015-12-14
it has been easy to navigate.. but the price is still abit steep. I am student and I am using this one time for my paperwork. Hopefully you can have student packages.
2016-03-15
Got up & running pretty quickly. Very grateful. Really appreciated the Guidebook!!! Running in to a few glitches, but I have confidence that there are solutions as the software seems pretty powerful.
2017-03-24
It's incredibly easy to use! I *love* that I don't have to print this stuff out and fill it in by hand anymore. And making edits to what I do is super easy too! I'm so glad I found this website!
2018-10-10
I went into your chat hoping to get…
I went into your chat hoping to get answers to my inquiries regarding my account and why I couldn't locate what it kept telling me that I should be seeing. Kara was the second chat agent I messaged in this desire to find out what I was doing wrong... which is fine. The first agent was like an operator I assume... finding out what I needed exactly and then transferring me to the right team. Which happened really QUICKLY!! I am NOT used to any online chats actually being able to do anything as fast as this happened today! Much less get an agent that could actually help me... TODAY was the first in a very LOOOONG time! Kara was GREAT!!! She needs a raise and maybe a promotion. Thanks again, Kara!!! KUDOS to Kara!!!
The one entity that I HAD dedicated my loyalty to (Best Buy) for over a decade... is now in my rearview mirror!!!! They are atrocious at helping anyone with anything online!!! The store employees have to go through the same phone number we do, so they're worthless! And corporate Best Buy... smh... I won't get ugly here, but just state that they were the final straw that broke the camel's back!! I will NEVER give them any more of my time or money!!!
PDF Filler though... has been a nice change!!! Thanks again!!!
2023-11-05
Great price and so user-friendly.
So easy to use. I'm so glad I found pdfFiller, it's perfect for my needs and for the price, it was a no brainer.
2021-09-15
Logging issue troubleshoot
I was having issue logging into pdfFiller with the password that I remember, at the same time could not receive any email to reset my password. Harmhon, the live chat agent from pdfFiller, has patiently understand my situation. Although most of the time is user's issue that they don't check on junk mail or they have some instruction/rules listed in their setting. But Harmhon is able to figure that my email address was actually not being whitelisted in your company whitelist. That being said, after Harmhon inserted me into the whitelist, i am able to login without any issue again. I really appreciate Harmhon's patient and service. He is definitely a precious asset to pdfFiller! Keep up the good work!
2021-08-23
OMG Dee Was AMAZING
OMG Dee Was AMAZING! I started off so frustrated that I couldn't call someone. Took a couple of hours to get through what I needed and she was just amazing. Next time I need assistance I hope I get her.
2021-03-24
Creating forms has never been easy
Extremely handy tool to create forms and collect data from clients
Very important tool for creating fillable PDF forms. Includes features like highlighting, drawing and also option to place images and logos.
Advanced features need more effort from user to understand. Ability to download form on local drive and re-upload for convenience.
2020-05-23
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.
What if I have more questions?
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Is there any reason to keep old tax returns?
The IRS recommends holding onto your tax returns for seven years if you filed a claim for a loss of worthless securities or a bad debt deduction, and you should hold onto your tax paperwork indefinitely if you did not file a return for a given year or if you filed a fraudulent return, which again, you're hopefully not
Do you have to keep paper receipts for taxes?
Always keep receipts, bank statements, invoices, payroll records, and any other documentary evidence that supports an item of income, deduction, or credit shown on your tax return. Even if you don't need a document to do your taxes, you might need it for something else. When it doubts, keep it.
Can I keep scanned copies of tax returns?
As of 1997, the IRS accepts scanned and digital receipts as valid records for tax purposes. Revenue Procedure 97-22 details the specific requirements; as long as your digital receipts are accurate and can be readily stored, preserved, retrieved and reproduced, you're in the clear.
Do I need to keep paper records for HMRC?
There are no rules on how you must keep records. You can keep them on paper, digitally or as part of a software program (like book-keeping software). HMRC can charge you a penalty if your records are not accurate, complete and readable.
Do you have to attach worksheets to my tax return?
Anything that is labeled as a “worksheet” should not be submitted to the IRS or your state. You will submit any pages that have Form XXX (this will be a number) or Schedule x (this will be a letter) at the top of the page.
Do you need to keep paper copies of tax returns?
Keep records for 3 years from the date you filed your original return or 2 years from the date you paid the tax, whichever is later, if you file a claim for credit or refund after you file your return. Keep records for 7 years if you file a claim for a loss from worthless securities or bad debt deduction.
How do I send tax documents securely?
Make a List.
Make Backup Copies.
Hand Deliver, If Possible.
Mailing Your Documents Is a Good Second Option.
Faxing Your Documents Works for Simple Documents.
If You Must Use Email, Use Encryption.
Use a Secure Portal.
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