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Jane Leighty
2019-01-28
Dan C.
2017-11-14
This software has solved many problems for a few clients, well done.
Being able to host the forms online for anyone to fill out, which is something that I couldn't find with any other software.
No way to remove the flow of fields, you are just able to move the order around, which is very annoying as well.
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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 documents do I send with my tax return?
Attach Forms W-2 and 2439 to the front of Form 1040. If you received a Form W-2c (a corrected Form W-2), attach your original Forms W-2 and any Forms W-2c. Attach Forms W-2G and 1099-R to the front of Form 1040 if tax was withheld.
What documents do I need to send with my taxes?
Attach Forms W-2 and 2439 to the front of Form 1040. If you received a Form W-2c (a corrected Form W-2), attach your original Forms W-2 and any Forms W-2c. Attach Forms W-2G and 1099-R to the front of Form 1040 if tax was withheld.
Do I staple or paperclip my tax return?
Staple Your Tax Return Properly Staple one copy of each of your W-2 statements to the front of your tax return. If you must file other schedules and statements with your return, sort them from lowest to highest using the attachment sequence number. You can find this in the upper right corner of the form.
Is proof of health insurance required for 2019 taxes?
Proof of Insurance You are not required to send the IRS information forms or other proof of health care coverage when filing your tax return. However, it's a good idea to keep these records on hand to verify coverage. Other statements indicating that you, or a member of your family, had health care coverage.
Do you have to send your w2 with your tax return?
You don't need to send your Forms W-2 to the IRS and should keep them in a safe place with a copy of your tax return. Use Form 8453, U.S. Individual Income Tax Transmittal for an IRS e-File Return to submit any paper documents that need to be sent after your return has been accepted electronically.
What do I mail with my tax return?
n Attach a copy of Forms W-2, W-2G and 2439 to the front of Form 1040. Also attach Forms 1099-R if tax was withheld. N Use the coded envelope included with your tax package to mail your return.
Do you mail w2 with tax return?
Yes, when you mail a tax return--federal or state--you are supposed to attach a copy of any document showing tax withheld like your W-2 or 1099R.
Do I need to submit any documents or proofs with my tax return?
You do not have to submit any proofs or supporting documents to Income-tax Department after e-filing of IT return. ITV, proof documents, supporting document, digital signature, acknowledgement The article explains about the supporting documents required or not while ITV submission.
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I love that I can make any document filler-friendly. My handwriting is atrocious. I've completed applications, tax forms, and more. I love that I can move my text around. Love that I can easily insert check marks.
What do you dislike?
Sometimes I struggle a bit with saving my documents. I sometimes want to save one as a blank and one as a completely filled form.
Recommendations to others considering the product:
Yes! It will make your life easier!
What problems are you solving with the product? What benefits have you realized?
It's so easy to change a document I might have goofed up! I can make the change and reprint. Done. It's been a huge timesaver for me. I can prefill certain parts of a form I have to use over and over which saves time.