Downloading IRS PDF forms

Eric Updated by Eric

TaxTools WorkShop contains hundreds of fillable forms with calculated fields. It also has the ability to download blank PDF versions of additional IRS forms or publications.

This feature is available only when TaxTools or Small Business Tools is chosen as the selected Toolbox.
  1. On the menu bar, click Internet Options > Download IRS Fill-in Forms/Pubs. The PDF Listing dialog appears.
  2. Click on a document to download and click Download.
    If the document was already downloaded, a prompt will ask if it should be overwritten.
  3. Click OK on the PDF File Downloaded dialog.
  4. Click Close on the PDF Listing dialog to return to the main screen. Left-click to select the client the form pertains to, if any.
  5. Change Type to PDF Documents.
  6. The downloaded PDFs will show in the list. Double-click on one to open it.
  7. On the Save PDF File to Client's Folder dialog, click Yes. The file is saved to the selected client's Client's Files folder.
    To rename the file, left-click on the name of the PDF file to select it, then right-click it to display the context menu, then left-click Rename.
  8. Double-click on the name of the PDF file to open it. The file will open in your computer's default PDF reader. Fill out the form, then save it.
    If your computer does not have a PDF reader, one can be downloaded here.

How did we do?

Customize how a Client's Files are listed

Filtering clients based on the selected Toolbox