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It takes awhile to get use to but now I think I have it.
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2014-09-08
It's very good the only thing about it is you can't copy and paste because the words will go off the documents also the little box you can type in be off so it makes the documents look odd
2014-09-15
I was in a hurry to get a commercial invoice to a broker, all went well until I tried to email the document. I'm 64 years old, so not the brightest when it comes to computer stuff, but it was really confusing at that point.
2017-12-06
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2018-04-06
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It saves us time by creating templates, super helpful when it comes to creating multiple PDF's for our customers.
I love the ability to make my own PDF Templates. It is the perfect insurance agent tool when you're doing multiple certificates of insurance for commercial customers during renewal time. I love the feature where I can e-sign the documents and save it as a PDF which saves me ink and paper.
What do you dislike?
I can't figure out how to combine 2 PDF'S and merge them together so I use a different program for that.
Recommendations to others considering the product:
A must have if you're in the insurance industry
What problems are you solving with the product? What benefits have you realized?
It saves us time by creating templates, super helpful when it comes to creating multiple PDF's for our customers.
2019-02-25
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2023-12-27
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2022-11-03
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2021-03-15
Appreciate to keep the pricing say…
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2020-12-29
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How do I get my wage and income transcript?
You can get an IRS wage and income transcript online at www.irs.gov/Individuals/Get-Transcript. When you get wage and income transcript access, it will show you all the informational returns the IRS has received for your tax ID, like: W-2. Form 1099-INT.
What is 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. Current tax year information may not be complete until July. This transcript is available for up to 10 prior years using Get Transcript Online or Form 4506-T.
How do I get a wage and income transcript?
You can get an IRS wage and income transcript online at www.irs.gov/Individuals/Get-Transcript. When you get wage and income transcript access, it will show you all the informational returns the IRS has received for your tax ID, like: W-2. Form 1099-INT.
Is a tax return transcript the same as a wage and income transcript?
Tax Account Transcript — shows basic data such as return type, marital status, adjusted gross income, taxable income and all payment types. Wage and Income Transcript — shows data from information returns we receive such as Forms W-2, 1099, 1098 and Form 5498, IRA Contribution Information.
How do I make a wage statement?
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 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.
Can you file taxes with a wage and income transcript?
Yes, you can use it. You get the wages and income transcript from the IRS, who gets all their info from the SSA. The TurboT ax software might not take it without this, but you can still file.
Is a w2 the same as a tax transcript?
While a 1040 and a W-2 transcript clearly contain different data, another key difference between a W-2 and 1040 transcripts is how long you have to request them. A tax return transcript is only available for the current tax year and three prior tax years.
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