Tax Preparation
Generate IRS tax form PDFs from your bookkeeping data.
Sync 1040s, 1099s, Schedule Cs, and state returns straight from your bookkeeping app. SimplyFill produces a complete client return packet in under two seconds — every revision year covered.
Tax season is 90 days of manual PDF labor.
CPA firms and tax-tech tools spend the first quarter of every year copy-pasting income, expense, and entity data from QuickBooks, Xero, or in-house ledgers into IRS PDFs that change every January. Multiply that by 800 returns and the whole firm grinds.
- Form revisions ship every January — last year’s templates quietly break.
- Schedule C, SE, K-1, and state returns each need a separate filling pass.
- A single 1099-MISC run for 500 contractors becomes a weekend project.
- No machine-readable record of which forms were filled with which data.
One templated stack, every form, every revision.
Upload each IRS form once. SimplyFill versions the template per tax year so last season’s revisions stay reproducible and this season’s revisions ship the day the IRS releases them. Then drive everything from your bookkeeping data.
- Pre-versioned templates for 1040 (and Schedule 1, 2, 3), 1099-NEC/MISC/INT/DIV, Schedule C, Schedule SE, and K-1.
- Bulk endpoint generates an entire client packet — federal plus state — in a single call.
- Field aliases insulate your code from yearly form layout changes.
- Template version pinning means re-running a prior year’s return reproduces the original PDF byte-for-byte.
- Returned PDFs are flattened and ready to attach to your e-file partner or send to the client.
Why teams pick SimplyFill
Tax-season throughput
Generate hundreds of 1099s or full-return packets in seconds. The Scale plan is sized for firms filing thousands of returns between February and April.
Revision-tracked templates
Every IRS form is versioned per tax year. Last year’s template stays available; this year’s ships when the IRS publishes the final PDF.
Slots into QuickBooks, Xero, and in-house ledgers
Pull the trial balance or 1099 vendor list from your bookkeeping system, hand the JSON to SimplyFill, push the resulting PDFs into your return workflow.
See it in code
Bulk-generate 1099-NEC PDFs for every contractor over $600
curl -X POST https://api.simplyfill.app/v1/generate/bulk \
-H "Authorization: Bearer $SIMPLYFILL_API_KEY" \
-H "Content-Type: application/json" \
-d '{
"template_id": "1099_nec_2025",
"mapping_id": "qbo_contractor_default",
"records": [
{
"payer_ein": "12-3456789",
"payer_name": "Acme Co",
"recipient_tin": "***-**-1234",
"recipient_name":"Erick Ramirez",
"nonemployee_compensation": 18450.00,
"federal_income_tax_withheld": 0
},
{
"payer_ein": "12-3456789",
"payer_name": "Acme Co",
"recipient_tin": "***-**-5678",
"recipient_name":"Jamie Chen",
"nonemployee_compensation": 7200.00,
"federal_income_tax_withheld": 0
}
]
}'Frequently asked questions
Are you an IRS-approved e-file provider?
No. SimplyFill produces filled PDFs; we are deliberately not in the e-file path. Pair us with an IRS-authorized e-file provider (TaxBandits, EFile4Biz, your existing PMS, etc.) when you need to actually transmit returns.
Do you keep up with annual IRS form revisions?
Yes. Every IRS form is versioned per tax year — see /docs/concepts/templates for the versioning model. Pinning a template_id like "1040_2024" guarantees the same layout used last filing season; "1040_2025" tracks this year.
Can I generate state returns?
Yes. Upload the state PDF as a template once and SimplyFill treats it identically to a federal form. The same bulk endpoint can fan out a federal 1040 and the matching state return in one request.
What about K-1s for partnerships and S-corps?
Supported. The bulk endpoint accepts a records array, so a single call can generate one K-1 per partner straight from your bookkeeping software’s ownership ledger.
How do you handle SSN and EIN data?
Payload data is processed in memory to produce the PDF, then discarded — SimplyFill is stateless on the request body. The generated PDFs are encrypted at rest and tied to your account’s download URLs.
Can I generate prior-year returns?
Yes — template versions are kept indefinitely. Pinning template_id to a prior-year version (e.g. "1040_2022") reproduces the exact layout the IRS shipped that year.
Ship tax preparation PDFs without the busywork.
Free tier ships with 100 PDFs/month, no credit card required. Upgrade only when you go to production.