fyllyoTax Forms
Form 1096
Annual Summary and Transmittal of U.S. Information Returns
Fyllyo uses local AI to interpret your documents, calculate required answers and fill PDF forms. Review the answers and their sources before saving, without uploading client documents.
A simpler way to prepare a PDF.
Pick a form
Choose a built-in template or set up your own blank fillable PDF once.
Add client documents
Drop in PDFs, scans, photos, Word files or typed notes. The AI reads them on your computer.
Review and save
Check the source lines, confirm key facts and edit the PDF. Uncertain values stay blank and flagged.
Form reference
Before you begin.
Use these notes as a starting point. Check the issuing agency’s current form and instructions for your client’s situation.
Open the source PDFFyllyo helps prepare PDFs. It doesn’t provide legal or tax advice, determine eligibility, or file forms for you.
Gather Necessary Information
Before you start filling out Form 1096, ensure you have all required details, including the filer's name, address, contact information, and taxpayer identification numbers. Having these on hand will streamline the process and reduce the risk of errors.
Details worth checking
Complete Filer's Information
Providing incomplete or incorrect filer's information can lead to IRS correspondence issues or potential penalties. It's crucial to ensure that the name, address, and contact details are fully and accurately entered.
Accurate Contact Information
Incorrect contact details can prevent the IRS from reaching you for clarifications, which might delay processing. Ensuring that the contact person's name and phone number are correct is vital.
Correct TIN Entry
Mixing up EIN and SSN or entering them incorrectly can lead to filing errors and IRS rejections. Correctly identifying and entering the appropriate TIN is essential.
Accurate Form Totals
Errors in totals can cause discrepancies in your submission, potentially leading to IRS rejections or audits. Properly calculated totals for the number of forms and amounts are critical.
Single Form Type Selection
Marking more than one form type in box 6 can confuse IRS processing, leading to delays or rejections. It's important to select only one type of form per submission.
Signature and Date Completion
An unsigned or undated form may be considered invalid by the IRS, resulting in delays or penalties. Completing these fields is essential for form validity.
Set up your own form once.
Fyllyo’s cloud service prepares a reusable template from your blank fillable PDF and setup instructions. No API key is required. Client documents stay on your computer, and subsequent filling runs locally. Check the first few filled forms carefully.
Mac with M1 or later · 16 GB memory recommended · About 8 GB free disk space