Home > PDF Solutions > Tax Filing

Use PDFelement to Make Tax
Filing Easier in 2023

Struggling to prepare your tax return during tax season? Using a reliable PDF tool to manage your paperwork should be your priority. PDFelement allows you to easily fill out IRS forms and convert all types of documents into PDFs. If you need to organize your records for searching, printing, or sharing, use PDFelement now.

Try It Free Get with Discounts

Try It Free Try It Free Get with Discounts

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

How it works

iOS

Android

Make Tax
Filing Easier

IRS Forms

E-File Vs.
Paper File Tax

FAQs about Tax
Season 2023

Make Tax Filing Easier from
Organizing Documents for Tax

Furnish a Tax Documents Checklist before calculating
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.

See more details>>
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.

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.

And More>>

How do you prepare for this year’s tax season easily?

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

•

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.

How to collect and organize tax forms efficiently?

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

•

For Employed Individuals: Form W-2.

•

For Self-employed: Form 1099 Series.

•

For Unemployed Individuals: Form 1099-G.

See more details>>

How to gather and organize Tax forms efficiently?

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

•

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.

And More>>

How to keep and organize receipts for taxes easily？

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.

•

Certain education expenses and expenses for childcare.

•

Receipts for donations to charitable foundations .

•

Medical and dental bills.

And More>>

Quick Guide to Get Your IRS Tax Refund in 2023 >>

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 receipts, documents, and other certificates to save into PDFs anytime and anywhere, even on the go.

Merge multiple items into one PDF file to organize your tax filing.

Encrypt your documents with password protection.

Fill out IRS forms and batch print with a few clicks.

TRY IT FREE Learn More>> TRY IT FREE Learn More>>

TRY IT FREE TRY IT FREE

TRY IT FREE Learn More>> TRY IT FREE Learn More>>

TRY IT FREE TRY IT FREE Learn More>>

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

Facts You Should Know Regarding IRS Forms

•

The easiest way to get a tax refund is by electronically filing taxes. Choosing direct deposit for any refunds that may be owed is faster than filing for a paper return. The latter takes longer to process, which goes the same way with your refund.

•

When the IRS Form 1040 was first introduced in 1914, it had only three pages, including the instructions. Today, form 1040 has 101 pages of instructions alone. Meanwhile, Forms 1040A and 1040EZ are replaced with one 2018 Form 1040 that all taxpayers will file.

•

The 2018 Form 1040 uses an intuitive "building block" approach. This allows taxpayers to add only the schedules they need to their 2018 tax return. Many taxpayers will only need to file Form 1040 and no schedules.

•

You need to complete one or more 2018 Form 1040 Schedules along with their Form 1040 if you have a complex tax return. This form is for taxpayers who claim certain deductions and credits or owe additional taxes.

Form 1040

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

Form W-4

Employee's Withholding Certificate. This form allows your employers to withhold an accurate federal income tax from your pay.

Form 1040-ES

Estimated Tax for Individuals. This form is used by individuals not subject to tax withholding to figure and pay estimated tax.

Form W-9

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

Form 4506-T

Request for Transcript of Tax Return. This form is used to order a transcript of your tax returns for a designated or third-party recipient.

Form 941

Employer’s Quarterly Federal Tax Return.This form is for employers or individuals who must pay a portion of Social Security or Medicare tax.

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.

Form 9465

Installment Agreement Request. This form is used for individuals who cannot pay the full amount owed shown on the tax return. Use this form to have a monthly installment plan approved.

Search for More IRS Forms >>

Try PDFelement Now To Fill Out Your Tax Forms.

(e.g., IRS Form W-9)

Step 1. Open Form W-9 with PDFelement

Download and install PDFelement. Open IRS Form W-9 on the program to initiate the filing process.

Step 2. Enter your info in the IRS Form W-9

Click on the corresponding table prompts and enter the information associated with it.

Step 3. Save and print your document for Signing

Once you’ve filled out all the necessary information, Save your file. Afterward, print your document so you can Sign it before sending it out.

TRY IT FREE Learn More>> TRY IT FREE Learn More>>

TRY IT FREE TRY IT FREE Learn More>>

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< How to file>>
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. Where to mail>>

Which way do you plan to file your taxes this year?

Paper File Tax

Tips for making filing taxes by mail easier

•

6 times you should paper file your tax return >>

•

How to print Tax forms >>

•

Guide for how to fill in IRS Form 1041>>

•

How to fill out IRS Form 1065>>

•

IRS Form 8379: Fill it Right >>

E-File Tax

Tips for making electrically filing taxes easier

•

Top 8 tax refund calculators 2023 >>

•

E-file Tax: How to file tax return online >>

•

How to send tax documents securely >>

•

How to digitize receipts >>

•

How does Turbotax work with QuickBooks >>

Tax Season 2023: What You Should Know

When can you file your 2022 taxes?

The IRS announced last January 23, 2023, as the beginning of the nation’s 2023 tax season. This is when the agency will begin accepting and processing 2022 tax year returns. Meanwhile, the deadline for accepting individual tax returns is April 18, 2023.
Are the new tax brackets for 2023 the same as the 2022 tax brackets?

While the tax rates for 2022 still apply to 2023 tax rates, the tax brackets for the new year are different. This is due to tax brackets being adjusted yearly to account for inflation. For 2023, the 22% tax bracket range for singles is from $44,726 to $95,375. Meanwhile, head-of-household filers with taxable income from $59,851 to $95,350 should have the same rate.
Are standard deductions higher in 2023 than the previous year?

For the 2023 tax year, the IRS raised standard deductions by up to 7% across the board. This year’s adjustment is considered large due to unusually high inflation in 2022. However, it’s important to note that the increase in standard deductions won’t affect your taxes until you file in 2024.
Why did the IRS say to expect smaller tax refunds for 2023?

The IRS warned taxpayers to expect smaller refunds for 2023 due to pandemic relief measures that were allowed to expire. Since the last stimulus payments went out in 2021, no further government stimulus was handed out in 2022. In turn, expect fewer rebates during the 2023 tax filing season.