Public preview
Gift tax paperwork
Draft previews for supported gift tax reporting and extension mechanics.
Public preview
Find the IRS paperwork workflow that fits your next filing step
Tax Paperwork helps you organize specialized IRS paper forms with browser-local interviews, scope checks, and watermarked draft PDFs. Your return facts stay in the browser while you decide whether the situation is simple enough to self-file.
Featured workflows
Start with the paperwork lane you need
Public preview
Public preview
Address changes
Draft previews for individual and business IRS address-change paperwork.
Public preview
Entity elections
Draft previews for election mechanics after the classification decision is already made.
Public preview
Residency and fiduciary setup
Draft previews for residency certificates, EIN worksheets, and fiduciary notices with strict advice boundaries.
How it works
One public-preview standard for every implemented form
Local interview
Answer the form questions in your browser. Tax Paperwork does not store return payloads, SSNs, TINs, addresses, project files, or generated PDFs on the backend.
Scope check
Unsupported facts stop the workflow before a draft PDF, so situations that need tax, legal, valuation, or entity-choice advice are not treated as routine paperwork.
Watermarked draft PDF
The draft PDF is for review and testing only. Final filing packets, payment, professional review, IRS submission, and mailing services remain disabled in this public preview.
Why these forms
Paperwork after the decision
Tax Paperwork focuses on specialized IRS forms where the user often already knows the event or decision: a gift was made, an address changed, an entity election was chosen, an EIN is needed, a fiduciary relationship exists, or a residency certificate is being requested.
Not full tax prep
The product does not decide the tax position. It helps organize narrow form mechanics and stops when the facts call for tax, legal, accounting, fiduciary, treaty, or valuation advice.
Not generic PDF filling
Each workflow has source links, form-year handling, scope gates, validation, draft watermarking, and plain-language review steps before a PDF is generated.
Privacy-first by design
Return facts stay in the browser in public preview. The long-term platform should add backend features only when the data map, retention rule, and release boundary are reviewed.
Public-preview forms
Implemented draft PDF workflows
Form 709, Form 8892, Form 8822, Form 8822-B, Form 2553, Form 8832, Form 8802, Form SS-4, and Form 56 are public-preview workflows that create watermarked draft PDFs only.
Boundaries
Clear lines around self-file software
Use independent judgment
The software helps organize paperwork. It does not decide whether a filing position, tax election, gift value, entity classification, or deadline strategy is right for you.
Get help when facts are uncertain
GST transfers, split gifts, trusts, real estate, tax-due cases, foreign entities, and late-election relief should not be treated as routine form filling.
Review acknowledgements
Before any filing-ready release, the workflow should require taxpayer review acknowledgements: verify every answer, sign yourself, use trackable mailing, and keep proof.