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Love being able to annotate and sign documents. Would love to learn how to interface with others and what is involved asking someone not using PDFFiller to sign a document.
2016-04-11
Worked well. Had trouble centering business name on top of each form. I created form for friend. Need to know how he can access it from his computer.
2016-05-24
awesome software..convenient, straightforward, no hassles, fast, make my work super easy..love it. highly recommend it! thanks so much..my boss even asked me how was it, i said excellent good investment. thanks again. ;0)
2018-12-13
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I like that PDFfiller is very user friendly and reliable to use. I have received very positive feedback from customers who use it and it has been very favorable. We will continue to use PDFfiller for many years to come.
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I love PDFfiller. I really have no gripes with the system and it has helped our company immensely.
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2019-01-28
Some functions are not readily apparent but overall it is a great tool. I had difficulty when it auto-filled a date field that I wanted to leave blank. I struggled to clear it because the dropdown appeared every time I tried, and if I deleted the current date got restored by the dropdown. Then after I finally blanked the field it jumped to another and did the same thing. Once I got that cleared it would not let me go to the next page, insisting I populate another field intentionally left blank. I used the slider to jump forward and then approach the page I wanted from the other direction.
2023-07-29
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2023-05-16
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2022-09-08
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2021-09-05
This PDF filler works like a charm
This PDF filler works like a charm. Comes in handy when you need it. Nice to have on hand. Price could be cheaper as it's not something that's needed often
2021-02-02
Share Identification Paper Feature
The Share Identification Paper feature simplifies the process of managing and identifying shares. With this tool, you can clearly and efficiently categorize your shares, making it easier to organize and track your portfolio.
Key Features
Easy-to-use interface for quick share identification
Detailed categorization options to fit your needs
Secure storage for all share-related documents
Integration capabilities with existing software systems
Real-time updates and notifications for share changes
Use Cases and Benefits
Streamline your investment tracking and management process
Enhance accuracy in share reporting and analysis
Support regulatory compliance with organized documentation
Facilitate collaboration among team members through shared access
Minimize errors and improve decision-making efficiency
The Share Identification Paper feature addresses the common challenges investors face in documenting and categorizing shares. By providing a structured approach, it enables you to reduce confusion, save time, and focus on making informed investment decisions. You can confidently manage your shares and ensure that you have all necessary information at your fingertips.
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What is specific share identification method?
Specific Share Identification is an accounting strategy for investors who wish to optimize their tax treatment when selling off their holdings in a particular company or fund which were originally purchased at different prices and different times.
What is specific identification cost basis?
The specific identification method of calculating the tax basis for shares is when you choose which shares of the same company or mutual fund that are purchased at different times and prices to sell. With this method, you choose the shares that will minimize your taxable gains or offset other gains.
How do you determine cost basis?
You can calculate your cost basis per share in two ways: Take the original investment amount ($10,000) and divide it by the new number of shares you hold (2,000 shares) to arrive at the new per-share cost basis ($10,000/2,000 = $5).
What if cost basis is unknown?
To find an unknown cost basis for stocks and bonds, you first must determine the purchase date. If no purchase records exist, take an educated guess about when you might have bought the securities based on life events happening when they were purchased. If you inherited the stocks or bonds, find the date of death.
Can you use average cost basis for individual stocks?
Average Cost Double Category (ACDC) ACDC is a method the Internal Revenue Service allows for calculating cost basis on mutual funds. It may not be used to figure the cost basis when selling individual bonds and stocks. With ACDC, the cost basis is calculated based on how long the shares were held.
Can you choose which shares to sell?
When you decide to sell a portion of your holdings in a stock, you have to decide which shares you actually want to sell. Two of the most common methods used in this decision are known as FIFO and LIFO, and the choice you make can have a big impact on your taxes.
Which shares should I sell first?
The first-in, first-out method is the default way to decide which shares to sell. Under FIFO, if you sell shares of a company that you've bought on multiple occasions, you always sell your oldest shares first.
How do I sell specific shares?
The specific-shares method only works if certain conditions are met. The method requires that the investor has purchased multiple lots of the same security at different prices, is selling only some of the investor's shares in a stock and has kept a record of the cost basis of each stock or fund purchase.
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