Draft preview
Address or responsible party changed
Use when: choose the individual Form 8822 path or the business Form 8822-B path before entering address facts.
You get: draft previews for known address changes, plus guide pages for proof and confirmation records.
Draft or guide
S corp or entity election
Use when: separate the paperwork comparison from the actual tax-status decision.
You get: draft previews only after the election choice is already made; guide pages for comparisons, timing, status, or late-election questions.
Draft or IRS route
EIN or SS-4 worksheet
Use when: organize known entity and responsible-party facts before using the official IRS EIN channel.
You get: browser-local SS-4 worksheet; guide pages for free IRS EIN, confirmation records, or post-EIN responsible-party updates.
Draft or guide
Gift tax or extension
Use when: check whether a gift fits the narrow Form 709 preview or should stay in a source-backed guide page.
You get: draft previews for supported gifts and Form 8892 mechanics; guide pages for filing-duty, gift splitting, late filing, tax due, or mailing proof.
Guide only
Mailing proof or status follow-up
Use when: know what records to keep after you mail, fax, upload, or pay through a customer-controlled channel.
You get: guide checklists; Tax Paperwork does not mail, fax, upload, pay, or monitor IRS processing.
Guide only
ITIN, transcript, or identity issue
Use when: route privacy-sensitive transcript, ITIN, refund, penalty, and identity-theft topics away from draft-packet intake.
You get: guide pages because these tasks involve identity documents, third-party consent, notices, or IRS account facts.