How to Fill PDF Tax Forms With DocQ

Find your tax form online., Upload to DocQ.com., After uploading, double click on the upload from URL button on the DocQ viewer., If the form doesn’t have fillable fields, click ‘Markup’ on the left to open the markup menu., Continue filling out the...

13 Steps 2 min read Medium

Step-by-Step Guide

  1. Step 1: Find your tax form online.

    If you are looking for a W-9 for instance, you can simply search “W-9” or “w9” to find an electronic version.

    If you already have a paper copy of the form, you can scan it in for free using the DocQ OnRamp.
  2. Step 2: Upload to DocQ.com.

    Most likely you will be able to find and download a PDF or other electronic version of the form you are looking for on the internet.

    Once you have found the document, copy the link to access it.

    Next, navigate to DocQ.com and upload the form.

    You can setup a free account if you do not already have one.

    Or, if you have installed the free OnRamp from step 1, you can also “print” the file directly to DocQ. , If the form already has fillable fields, these will be highlighted in green and you can simply click once on the fields & begin typing. , Click once on the “freetext” tool to select it, then click once on the form to place the annotation and begin typing. , If you need to highlight certain text you can do so with the “highlighter” tool in the markup menu.

    DocQ also features tools to add stamps, insert images, or electronically sign the form. , To download, right click anywhere on the document, and choose ‘Download’.

    The file should download to the default location specified in your web browser settings. , Simply click “Send” on the left side of the screen.

    Enter in the email address, your subject & message, & specify the document permissions when prompted.
  3. Step 3: After uploading

  4. Step 4: double click on the upload from URL button on the DocQ viewer.

  5. Step 5: If the form doesn’t have fillable fields

  6. Step 6: click ‘Markup’ on the left to open the markup menu.

  7. Step 7: Continue filling out the fields.

  8. Step 8: After completing the form

  9. Step 9: you can download a local copy or securely send the document.

  10. Step 10: If you need to send the file to an accountant

  11. Step 11: tax preparer

  12. Step 12: spouse

  13. Step 13: etc… you can do so securely through DocQ as well.

Detailed Guide

If you are looking for a W-9 for instance, you can simply search “W-9” or “w9” to find an electronic version.

If you already have a paper copy of the form, you can scan it in for free using the DocQ OnRamp.

Most likely you will be able to find and download a PDF or other electronic version of the form you are looking for on the internet.

Once you have found the document, copy the link to access it.

Next, navigate to DocQ.com and upload the form.

You can setup a free account if you do not already have one.

Or, if you have installed the free OnRamp from step 1, you can also “print” the file directly to DocQ. , If the form already has fillable fields, these will be highlighted in green and you can simply click once on the fields & begin typing. , Click once on the “freetext” tool to select it, then click once on the form to place the annotation and begin typing. , If you need to highlight certain text you can do so with the “highlighter” tool in the markup menu.

DocQ also features tools to add stamps, insert images, or electronically sign the form. , To download, right click anywhere on the document, and choose ‘Download’.

The file should download to the default location specified in your web browser settings. , Simply click “Send” on the left side of the screen.

Enter in the email address, your subject & message, & specify the document permissions when prompted.

About the Author

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Brandon Reed

Enthusiastic about teaching DIY projects techniques through clear, step-by-step guides.

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