FOR TAX PREPARERS AND BOOKKEEPERS · 25 BUILT-IN FORMS

IRS tax forms, filled from the client’s documents

From information returns like 1099s and W-2s to Form 1040-X and Form 1120-S. Drop in the client’s W-2s, 1099s, prior returns and notes; Fyllyo fills the form on your Mac and shows the line behind every answer.

What you see on every filled form

The same review, whichever of these forms you fill.

Every answer shows its source

Each answer sits beside the line in the client’s documents it was read from, even when the facts are spread across several files.

Amounts that disagree are flagged

When two documents give different amounts for the same line, Fyllyo flags that line, and every line worked out from it, and shows you both.

Key facts, confirmed by you

Fyllyo lists each form’s key facts, such as names, identifying numbers and totals, for you to confirm before you save.

A blank, not a guess

When the documents don’t support a line, Fyllyo leaves it blank and lists it for you instead of guessing.

Questions about tax forms

Client data stays on your Mac

Built-in forms fill entirely on your Mac. When you set up a form of your own, only the blank form and your instructions go to Fyllyo’s cloud service, never client documents.

Does Fyllyo e-file the return?

No. Fyllyo fills the PDF and shows where each answer came from. Filing stays with you, through the channel you already use.

Which tax year does each form fill?

Each form’s page names the edition Fyllyo fills, as printed on the form. For another year, add that year’s fillable PDF from the IRS as your own form: you set it up once, then fill it like a built-in one.

Is client tax data uploaded?

Client documents and the filled form stay on your Mac: Fyllyo uploads nothing, and filling works offline once it is set up.

Fill your next form on your Mac

Try every feature free for 5 days. Then $99 once: a lifetime licence, no subscription to fill forms.