Fill Tax Forms Faster and File With Confidence

Upload your tax form PDF to Simplicity AI. Our platform converts the form into an interactive questionnaire that walks you through each line in plain English. Simply visit our website, upload your form, and follow the prompts to complete it in minutes. Try it for free.

Yes. Upload your W-2s, 1099s, prior year return, or any document containing your income and withholding details as a source file. Simplicity AI extracts wages, interest, dividends, withholding amounts, employer details, and payer information, and automatically populates the correct lines.

Simplicity AI validates calculations and flags mathematical errors across your form. When line totals, tax rates, or credit calculations are built into the form's structure (like Social Security tax rates on Form 941 or premium tax credit calculations on Form 8962), AI applies the correct formulas. For complex tax situations, AI ensures the numbers you enter are consistent and properly formatted.

Yes. Upload your 1040-X, 941-X, or other correction form along with the original return as a source document. Simplicity AI helps you enter the corrected amounts, calculates the differences, and ensures the explanation section is detailed enough for the IRS to process the amendment without follow-up.

Yes. CPAs, enrolled agents, and tax preparers can upload client documents and populate forms across multiple returns and filing types. Simplicity AI maps each client's data to the correct form lines, reducing preparation time per return and minimizing the cross-referencing errors that trigger IRS notices.

Yes. Tax forms contain your most sensitive financial information: Social Security numbers, EINs, income figures, bank details, and withholding records. Simplicity AI encrypts all documents, handles your data privately, and never shares it with third parties. Your data stays yours.

Line 11 minus Line 12 equals Line 13. Line 13 times the rate from the tax table equals Line 16. Line 16 minus Lines 19 through 21 equals Line 24. One arithmetic mistake early in the chain cascades through the entire return. The IRS catches math errors and corrects them, but the correction often results in a different refund or balance due than you expected, plus a notice that takes weeks to arrive and creates unnecessary anxiety. Simplicity AI validates calculations across every line, so the math is right before you file.

You received a 1099-NEC for freelance work, a 1099-INT from your bank, and a 1099-DIV from your brokerage. You reported two of them and forgot the third. The IRS received all three from the payers and will match them against your return. When they find the unreported income, you get a CP2000 notice proposing additional tax, plus interest and possibly penalties. Simplicity AI prompts you to upload all income documents and flags when a 1099 appears in your source files, but its income isn't reflected on the return.

The Earned Income Tax Credit, Child Tax Credit, Saver's Credit, Education Credits, and Premium Tax Credit are worth hundreds to thousands of dollars. Many taxpayers skip them because they don't know they qualify, the supporting form looks complicated, or they don't realize the credit exists. Every blank credit line is potentially money you left with the IRS. Simplicity AI identifies common credits based on the income and household information you've already entered and prompts you to complete the supporting forms.

Tax forms update every year. The 2024 Form 941 has different line numbers and thresholds than the 2023 version. Using last year's form means the IRS either rejects your filing or processes it with the wrong year's rules, triggering a notice and requiring a corrected filing. Always upload the most current version of the form to Simplicity AI.

Your 1040 shows $85,000 in wages. Your W-2 shows $82,500. Your state return shows $85,000. Now you have three different numbers for the same income, and at least one of them is wrong. The IRS cross-references your return against the W-2 your employer filed. Your state cross-references against the IRS. Every mismatch generates a notice. Simplicity AI cross-checks income, withholding, and employer data across all related forms and flags discrepancies before filing.

The IRS charges a failure-to-file penalty of 5% per month (up to 25%) on the unpaid balance when you miss the deadline without filing an extension. That's in addition to the failure-to-pay penalty and interest that accrue regardless. Filing Form 4868 for an extension gives you six more months to file, though you still need to estimate and pay what you owe by the original deadline. Simplicity AI helps you complete either your return or the extension form quickly, so you don't miss the deadline because the paperwork takes too long.

An unsigned tax return is not a filed tax return. The IRS treats it as if you never submitted it. If you're e-filing, the electronic signature is built into the process. But if you're mailing a paper return, forgetting to sign and date it before mailing means the IRS will send it back, and your filing date resets to when they receive the signed version. Simplicity AI highlights the signature block and won't generate the final PDF until it's completed.