Fillable PDF from SurePrep

Fillable PDF's, created by SurePrep, can be used to gather information in instances when a standard organizer page is not available by the tax software. These generic fillable PDF forms can be used with any 1040 service (with or without TaxCaddy) regardless of the tax software. In TaxCaddy, you can add these documents to the DRL then send them to your client for completion.  After your client fills the form(s), you can add them to the binder and process it through the 1040SCAN services as a standard document.

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