Tax Paperwork

Specialized IRS paper packets, prepared in your browser

Tax Paperwork is in public preview. The implemented workflows use browser-local interviews, scope gates, and watermarked draft PDFs for testing only. Final filing packets, payment, professional review, IRS submission, and mailing services remain disabled until the release-readiness gates are complete.

Diagram of the Tax Paperwork workflow: browser entry, scope check, and a paper packet to review, sign, and mail.
The preview workflow keeps return facts in the browser, blocks unsupported facts, and shows the paper packet path the taxpayer reviews, signs, mails, and keeps after launch-readiness review.

Public preview

One public-preview standard for every implemented form

Scope gate before download

Unsupported facts stop the workflow before packet generation, so professional-review cases do not look like routine form filling.

Browser-local draft PDFs

Form answers stay in the browser while the packet engine prepares official PDF fields, support pages, review checklist, and filing instructions with a draft watermark.

No final filing yet

Draft PDFs are for testing layout and generated content. Final packet downloads require the separate release checklist, including tax and legal review.

Forms

Choose the workflow that matches your filing

Public preview

Form 709

Gift tax return draft preview for supported 2023-2025 cash and public securities gifts, with annual-exclusion math and paper-packet checks.

Open Form 709 draft preview
Public preview

Form 2553

Browser-local S corporation election draft preview for users who already chose S corporation status outside this software.

Open Form 2553 draft preview
Public preview

Form 8832

Browser-local entity classification draft preview for users who already chose the desired classification outside this software.

Open Form 8832 draft preview
Public preview

Form 8892

Browser-local gift-tax extension/payment draft preview for users who already calculated any payment amount outside this software.

Open Form 8892 draft preview
Public preview

Form 8822

Browser-local address-change draft preview for individuals updating an IRS home mailing address without business or representative changes.

Open Form 8822 draft preview
Public preview

Form 8822-B

Browser-local business address and responsible-party change draft preview for entities with customer-managed paper mailing.

Open Form 8822-B draft preview

Boundaries

Where self-file software should stop

Unsupported facts are blocked

GST transfers, split gifts, trusts, real estate, tax-due cases, foreign entities, and late-election relief should not be treated as routine form filling.

No bundled review

The current product does not include CPA, EA, attorney, valuation, or preparer review. Users choose whether to get independent advice.

No data handoff

Tax Paperwork does not send return facts, generated PDFs, or project files to professionals or third parties through the public workflow.