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This is fabulous! I was using Nuance PDF Converter, which has worked fine for many years, but it couldn't handle a couple of the 2013 IRS forms...So I did them here. And it worked!
2014-11-02
I need to learn how to use this more but I was able to retrieve a form to my satisfaction. As I use this form more often I have gotten quite comfortable. My business isn't very complicated so I am quite satisfied.
2014-12-21
It was helpful, but it only put the payers name on copy A, the other copies had all the information there, except the payers name, address, city,state, zip.......the main header.
2016-01-28
What do you like best?
Very easy to use. Not complicated at all. Compatible with every file I needed so far. I don't know how we got by before this program. I haven't come across anything I haven't liked yet. A great value for the price.
What do you dislike?
Wow. I dislike this question! I really love your product and haven't had anything I dislike.
Recommendations to others considering the product:
Great Value Easy to use all around wonderful company
What problems are you solving with the product? What benefits have you realized?
We are able to send files in real time as simply as sending an Email. You can have each person input their own data as well as sign documents all without having to print anything out. Of course that is huge in helping the environment.
Very easy to use. Not complicated at all. Compatible with every file I needed so far. I don't know how we got by before this program. I haven't come across anything I haven't liked yet. A great value for the price.
What do you dislike?
Wow. I dislike this question! I really love your product and haven't had anything I dislike.
Recommendations to others considering the product:
Great Value Easy to use all around wonderful company
What problems are you solving with the product? What benefits have you realized?
We are able to send files in real time as simply as sending an Email. You can have each person input their own data as well as sign documents all without having to print anything out. Of course that is huge in helping the environment.
2019-01-28
What do you like best?
I have several forms that need to be filled out and faxed back to companies. I love that I can fill them out online and fax the PDF back, rather than fill in and fax by hand.
What do you dislike?
The home screen can be confusing to find all my documents sometimess
What problems are you solving with the product? What benefits have you realized?
Solving having to do things by hand. Easily reproduced when needed.
I have several forms that need to be filled out and faxed back to companies. I love that I can fill them out online and fax the PDF back, rather than fill in and fax by hand.
What do you dislike?
The home screen can be confusing to find all my documents sometimess
What problems are you solving with the product? What benefits have you realized?
Solving having to do things by hand. Easily reproduced when needed.
2019-05-28
Fantastic online PDF signing and editing tool
This is a great online resource for signing, stamping and editing PDF documents without needing to purchase a PDF editor.
With the free plan, your limited in terms of collaboration, file sharing and upload locations. However, the paid plans are very reasonably priced and you can just purchase month by month as needed.
2018-06-27
I signed up for the $1 trial but did not want the 1 year subscription -- refunded in two days!
I signed up for the $1 trial but did not use it for whatever reason. I have adobe DCF but used PDF filler one time to check it out or whatever. In any case, one month later I get hit with the $102.10 one year subscription charge I didn't see coming. I call expecting to be on hold for two hours.. but .. no... about a few minutes on hold and they refunded the whole thing.. refund hit in two days. So, I believe they should be applauded for that. I'm sure some people love it and go for the subscription. But it's really nice to know they're actually honest and refund the money if you ask.
2023-07-18
Managed to create and edit PDFs with…
Managed to create and edit PDFs with ease. Its easy to use with many useful tools for whatever editing you require.
2021-10-29
Everything is easily updated and saved…
Everything is easily updated and saved with this program. It's easy to use and easily to learn. Thanks!
2021-03-27
Classify Payment Transcript Feature
The Classify Payment Transcript feature simplifies the organization and analysis of your financial transactions. It automatically categorizes payment records, enabling you to manage your finances more efficiently. By using this feature, you can gain clearer insights into your spending habits and improve your financial decision-making.
Key Features
Automatic categorization of payment records
User-friendly interface for easy navigation
Custom tags to personalize classifications
Real-time updates for immediate access to information
Integration with various financial tools and applications
Potential Use Cases and Benefits
Small business owners can track expenses more accurately
Individuals can budget effectively by monitoring spending categories
Accountants can streamline financial reporting processes
Users can identify trends in spending to adjust financial strategies
Financial planners can provide better advice backed by organized data
The Classify Payment Transcript feature addresses common financial management issues. It saves you time by reducing manual input and error, while also providing clarity on your financial status. By using this feature, you can focus more on your goals and less on sifting through cluttered records.
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What is an account transcript?
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.
What is an account transcript from IRS?
A transcript summarizes return information and includes Adjusted Gross Income (AGI). They are available for the most current tax year after the IRS has processed the return. People can also get them for the past three years. When applying for home mortgages or college financial aid, transcripts are often necessary.
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.
What is the difference between a tax return and a 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.
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 a 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 difference between an account transcript and a return 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's the difference between tax return and 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 a transcript of tax return?
A transcript summarizes return information and includes Adjusted Gross Income (AGI). They are available for the most current tax year after the IRS has processed the return. People can also get them for the past three years. ... Taxpayers can get two types of transcripts from the IRS: Tax Return Transcript.
What are the different types of IRS transcripts?
There are five different kinds of transcripts you can request. Here are the basic descriptions from the IRS. Tax Return Transcripts show most line items from your tax return (Form 1040, 1040A or 1040EZ) as it was originally filed, including any accompanying forms and schedules.
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