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Laurie Seubert, Allied ASID
2020-02-06
What do you like best?
PDFfiller is a great way for me to pre-fill documents that I use on a regular basis for my clients. By having as many fields clearly completed as possible, transactions that may have been held up due to illegible or missing information can be processed much more quickly. Clients also appreciate not having to do as much work! I also like the fact that I can use a social media signin for PDFfiller instead of having to create a separate user ID and password. It's one less thing that I have to remember.
What do you dislike?
Sometimes, I get frustrated by the "auto-detect" feature that highlights an entire line of a form. I'd rather use the text insertion feature and place text where I want it rather than have to edit the whole line. The other frustrating thing is having to make sure you're logged out on one computer before using it on another device in the office!
Recommendations to others considering the product:
I recommend PDFfiller without hesitation, with one caveat: only one sign-in is allowed at a time per user. If you use multiple computers at your place of employment, make sure you're signed out of PDFfiller on one computer before trying to sign on with the other. It will save you some aggravation. This is especially frustrating if you use the program on a desktop and a laptop and forget to sign out of the desktop computer before bringing the laptop home to work remotely. I did do a lot of research before deciding to invest in PDFfiller, and after my due diligence was hard-pressed to find an option with all of the features that I needed and at a price point that I felt was affordable. For the money, PDFfiller is a great investment for offices looking for ease and convenience with pre-filling forms. The learning curve is not very steep, and there is a lot of functionality for adding features besides text: check/"x" in specific boxes, highlighting, erasing, etc. I have used all of those features with little to no difficulty. Erasing is a bit of a science, with some trial and error involved in determining the exact size of the eraser needed for the job. Being able to move inserted text around easily and increase or decrease the font size as needed is a very helpful feature, especially if you want to call attention to certain pieces of information or make them stand out from the rest of the document. While I have not used the signature feature very often, I have found it to be useful in the rare instances that I have needed it. I have a copy of my signature saved in PDFfiller, which makes it very easy to insert a signature field into documents. Clients also appreciate this feature as well.
What problems are you solving with the product? What benefits have you realized?
PDFfiller is making it a lot easier for me to personalize and email forms to my clients, improving their service experience and saving me time and trouble. It's a huge convenience for me and much appreciated by clients whose handwriting is less than clear! The biggest benefit to me is having a library of frequently used documents that I can pull up on the fly, make adjustments and edits to a few fields, and have a new document ready to go in a matter of minutes. I've also been able to add information in the "white spaces" of forms I have created in the past, to include client-specific text, contact information and other items.
5
Travi Y.
2018-03-27
Awesome software! Very easy to use and great to help fill PDF's and create them. I use this software very often and I rarely have issues. Sometimes it lags and it can be a pain, but overall this is a great software to use and I don't have many cons.
4
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IRS Definition: Tax Account Transcript shows basic data such as return type, marital status, adjusted gross income, taxable income and all payment types. It also shows changes made after you filed your original return.
A tax return transcript usually meets the needs of lending institutions offering mortgages and student loans. Tax Account Transcript — shows basic data such as return type, marital status, adjusted gross income, taxable income and all payment types. It also shows changes made after you filed your original return.
A tax return is the form that taxpayers file with the IRS when they pay taxes or request a refund. A tax account transcript contains the same information as the tax return transcript along with additional items such as marital status, taxable income and the type of tax return you filed.
Ordering A Transcript Ordering tax transcript from the IRS does not mean you will get their refund faster. IRS tax transcripts are most commonly used to validate income and tax filing statuses for mortgages, student and small business loan applications, and to help with tax preparation.
Difference Between Tax Return and Transcript A tax transcript is a summary of your tax return provided by the IRS. A tax account transcript contains the same information as the tax return transcript along with additional items such as marital status, taxable income and the type of tax return you filed.
A tax return is used to pay taxes or request a refund. A tax transcript is a summary of your tax return that is provided by the IRS.
Yes, an IRS (or state) account transcript is an acceptable document to process your return.
1. An account transcript provides an overview of your account. It shows filings, extensions, withholding, credits and any follow-up transactions on your account, including penalties, assessments, IRS inquiries and other account activity. Basically, most IRS actions on your account will appear on this transcript.
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