Use PDFelement to Make Tax Filing Easier
How it works
Filing Easier
for Tax Season
Paper File Tax
Make Tax Filing Easier from
Organizing Documents for Tax
and filing your taxes:
-
Personal details of everyone covered in your tax return.•Full names, Social Security numbers, or Tax Identification Numbers of each taxpayer.•Routing and appropriate bank account numbers to acquire refunds.•Secure a 6-digit Identity Protection Pin (IP Pin) from the IRS to prevent someone else from using your Social Security Number.
-
Tax forms that report your income•For Employed Individuals: Form W-2.•For Self-employed: Form 1099 Series.•For Self-employed: Form 1099 Series.
-
Documents for tax deduction•Form 1098 Series: Mortgage Interest Statement (1098), Donation of a vehicle worth more than $500 (1098-C), Student Loan Interest payments (1098-E), Tuition Fee Statement (1098-T), and more.
-
Receipts for expenses related to tax deduction items•Certain education expenses and expenses for childcare.•Receipts for donations to charitable foundations .•Medical and dental bills.
Step 1. Organize receipts for taxes by scanning all related records and certificates.
Step 2. Manage all scanned items into your profile for tax filing as a single PDF file.
Step 3. Encrypt the PDF with password protection to secure it in the cloud for future sharing.
Then you can start an effortless tax season!
Try it Free >> Try it Free >> Try it Free >> Try it Free >>
Personal details of everyone covered in your tax return
Step 1. Check your mailbox and collect all tax documents about income from your employer or related entities.
Step 2. Digitize all paperwork, save and convert all e-files to PDFs.
Step 3. Merge all PDFs into one and tag key info as you want.
Then you can start an effortless tax season!
Try it Free >> Try it Free >> Try it Free >> Try it Free >>
Tax forms that report your income
Step 1. Check your mailbox and collect all tax documents about income from your employer or related entities.
Step 2. Digitize all paperwork, save and convert all e-files to PDFs.
Step 3. Merge all PDFs into one and tag key info as you want.
Then you can start an effortless tax season!
Try it Free >> Try it Free >> Try it Free >> Try it Free >>
Documents for tax deduction
Step 1. Digitize your paper receipts using PDFelement for mobiles.
Step 2. Combine all scanned receipts into a PDF file, and compress it.
Step 3. PSecurely back up your files physically or in the cloud.
Then you can start an effortless tax season!
Try it Free >> Try it Free >> Try it Free >> Try it Free >>
Receipts for expenses related to tax deduction items.
Use a Dedicated PDF Tool To
Make Your Tax Filing Easier!
Prepare your taxes in less time with PDFelement which allows you to scan, convert, merge, and file forms in a few clicks.
Scan the QR code to get the free PDF Editor for mobile.
Choose the PDFelement plan that works for you.
PDFelement for Desktop
Edit, print, convert eSign and protect PDF documents on Windows PC or Mac.
PDFelement Windows + iOS
Edit, print, convert, eSign and protect documents on Windows and iOS or on Mac and iOS.
PDFelement Desktop + iOS + Cloud
Edit, print, convert, eSign and protect documents. 100GB cloud storage for collaboration.
Facts You Should Know Regarding IRS Forms
Try PDFelement Now To Fill Out Your Tax Forms.
(e.g., IRS Form W-9)
Electronic Filing Vs. Paper Filing on Tax Returns: Which One Is Better?
The IRS processes more than 150 million business and individual tax returns every year. However, about 12 million paper returns handled by the department led to a massive backlog during the 2022 tax season. This backlog resulted in delayed refunds for millions of unsuspecting taxpayers. As seen below, know which method works best for you when filing taxes electronically or by mail.
| Options to file tax | Pros | Cons | How-to |
|---|---|---|---|
| Electronic Filling |
IRS provides Free File Fillable forms to skip complex tax prep programs.
Faster processing leads to your refund getting processed sooner.
Lower chances of human error as IRS personnel don’t have to encode your returns manually.
IRS e-filing is protected with modern encryption to keep your sensitive information secure.
|
Expensive licensing fees for using electronic tax tools.
There are situations where some tax forms cannot be e-filed. (Notice 2011-26)
|
•
Use IRS Free File Fillable Form.
•
Use a Tax Return Preparation Website
•
Utilize Commercial Software
•
Contact an authorized e-file representative<
|
| Filing by Mail |
Rare filing situations (i.e., Filing form 1310 to claim a refund for someone who passed away.)
Building your own tax expertise to increase your knowledge.
|
Filing by mail can be daunting for first-timers.
You’re more susceptible to late refunds due to backlogs from paper returns.
Chances of IRS transcribers inputting your tax declaration incorrectly.
|
•
Utilizing paper forms and mailing them directly to IRS.
|
Which way do you plan to file your taxes this year?
Smart PDF Solutions, Simplified by AI.
