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Tips About Tax Season
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Tips about tax filing:
from How to Organize Documents for Tax.

Prepare a Tax Documents Checklist before calculating and filing your taxes:
  • Personal Information
    Full names, Social Security numbers (SSNs), or Tax Identification Numbers (TINs) for everyone included in your tax return.
    Bank routing and account numbers to receive tax refunds.
    A 6-digit Identity Protection PIN (IP PIN) from the IRS to safeguard your SSN from unauthorized use.
  • Form W-2 - If you are employed.
    Form 1099-G - If you received unemployment benefits.
    Form 1099 Series - If you are self-employed or received other types of income.
  • Form 1098 Series, including:
    1098 - Mortgage Interest Statement.
    1098-C - Vehicle donation worth more than $500.
    1098-E - Student loan interest payments.
    1098-T - Tuition Statement for education expenses.
  • Childcare and qualifying education expenses.
    Charitable donation receipts.
    Medical and dental expense records.
How to prepare for this year's tax season with ease?

Step 1: Take photos of all relevant cards and certificates.

Step 2: Create a personal details profile as a PDF using the captured images.

Step 3: Protect the PDF with a password for security and save it in the cloud for easy access and sharing.

Now, you're set for a smooth and stress-free tax season!

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Personal Information

Full names, Social Security numbers (SSNs), or Tax Identification Numbers (TINs) for everyone included in your tax return.
Bank routing and account numbers to receive tax refunds.
A 6-digit Identity Protection PIN (IP PIN) from the IRS to safeguard your SSN from unauthorized use.
How to collect and organize tax forms efficiently?

Step 1: Check your mailbox and gather all tax documents related to your income from your employer or other entities.

Step 2: Digitize your paperwork—save and convert all electronic files into PDFs.

Step 3: Merge all PDFs into a single file and tag key information as needed.

Now, you're set for a smooth and stress-free tax season!

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Income Reporting Forms

Form W-2 - If you are employed.
Form 1099-G - If you received unemployment benefits.
Form 1099 Series - If you are self-employed or received other types of income.
How to collect and organize tax forms efficiently?

Step 1: Check your mailbox and gather all tax documents related to your income from your employer or other entities.

Step 2: Digitize your paperwork—save and convert all electronic files into PDFs.

Step 3: Merge all PDFs into a single file and tag key information as needed.

Now, you're set for a smooth and stress-free tax season!

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Documents for Tax Deductions

Form 1098 Series, including:
1098 - Mortgage Interest Statement.
1098-C - Vehicle donation worth more than $500.
1098-E - Student loan interest payments.
1098-T - Tuition Statement for education expenses.
How to easily keep and organize receipts for taxes?

Step 1: Digitize your paper receipts using PDFelement for mobile devices.

Step 2. Combine all scanned receipts into a single PDF file and compress it.

Step 3. Securely back up your files, either physically or in the cloud.

Now, you're ready for a hassle-free tax season!

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Receipts for Deductible Expenses

Childcare and qualifying education expenses.
Charitable donation receipts.
Medical and dental expense records.

Scan the QR code to get the free PDF Editor for mobile.

Free download IRS Form Templates:

Form 1040

US Individual Income Tax Return. This form is filed by citizens or residents of the United States.

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Form W-9

Request for Taxpayer Identification Number (TIN). This form is for individuals requesting a Taxpayer Identification Number.

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Form W-2

Wage and Statement Tax. Employers must file a W-2 form for every employee whose income, social security, or Medicare tax are withheld.

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Form 1099

Form 1099-MISC is used to report rents, royalties, prizes and awards, and other fixed, determinable income.

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