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It was the only source I could find to obtain 2014 Form 990 forms. The IRS site shows 2014 forms tabs but they are for 2015 which is the wrong form. I could not find the supplemental forms I needed by searching the website so I gave up and contacted customer support on your chat line. The rep was very polite and sought out all the supplemental forms I needed to finish the job. That's a real plus but I should have been able to find the forms on the website.
Steve C
2015-12-14
it has been easy to navigate.. but the price is still abit steep. I am student and I am using this one time for my paperwork. Hopefully you can have student packages.
Frances M
2016-03-15
Got up & running pretty quickly. Very grateful. Really appreciated the Guidebook!!! Running in to a few glitches, but I have confidence that there are solutions as the software seems pretty powerful.
Margie B
2017-03-24
It's incredibly easy to use! I *love* that I don't have to print this stuff out and fill it in by hand anymore. And making edits to what I do is super easy too! I'm so glad I found this website!
Ama V
2018-10-10
I went into your chat hoping to get… I went into your chat hoping to get answers to my inquiries regarding my account and why I couldn't locate what it kept telling me that I should be seeing. Kara was the second chat agent I messaged in this desire to find out what I was doing wrong... which is fine. The first agent was like an operator I assume... finding out what I needed exactly and then transferring me to the right team. Which happened really QUICKLY!! I am NOT used to any online chats actually being able to do anything as fast as this happened today! Much less get an agent that could actually help me... TODAY was the first in a very LOOOONG time! Kara was GREAT!!! She needs a raise and maybe a promotion. Thanks again, Kara!!! KUDOS to Kara!!! The one entity that I HAD dedicated my loyalty to (Best Buy) for over a decade... is now in my rearview mirror!!!! They are atrocious at helping anyone with anything online!!! The store employees have to go through the same phone number we do, so they're worthless! And corporate Best Buy... smh... I won't get ugly here, but just state that they were the final straw that broke the camel's back!! I will NEVER give them any more of my time or money!!! PDF Filler though... has been a nice change!!! Thanks again!!!
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2023-11-05
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2021-03-24
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2020-05-23

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The IRS recommends holding onto your tax returns for seven years if you filed a claim for a loss of worthless securities or a bad debt deduction, and you should hold onto your tax paperwork indefinitely if you did not file a return for a given year or if you filed a fraudulent return, which again, you're hopefully not
Always keep receipts, bank statements, invoices, payroll records, and any other documentary evidence that supports an item of income, deduction, or credit shown on your tax return. Even if you don't need a document to do your taxes, you might need it for something else. When it doubts, keep it.
As of 1997, the IRS accepts scanned and digital receipts as valid records for tax purposes. Revenue Procedure 97-22 details the specific requirements; as long as your digital receipts are accurate and can be readily stored, preserved, retrieved and reproduced, you're in the clear.
There are no rules on how you must keep records. You can keep them on paper, digitally or as part of a software program (like book-keeping software). HMRC can charge you a penalty if your records are not accurate, complete and readable.
Anything that is labeled as a “worksheet” should not be submitted to the IRS or your state. You will submit any pages that have Form XXX (this will be a number) or Schedule x (this will be a letter) at the top of the page.
Keep records for 3 years from the date you filed your original return or 2 years from the date you paid the tax, whichever is later, if you file a claim for credit or refund after you file your return. Keep records for 7 years if you file a claim for a loss from worthless securities or bad debt deduction.
Make a List. Make Backup Copies. Hand Deliver, If Possible. Mailing Your Documents Is a Good Second Option. Faxing Your Documents Works for Simple Documents. If You Must Use Email, Use Encryption. Use a Secure Portal.

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