Tax Doc Publisher

Your small to medium sized business can achieve tax compliance and
delight your annual tax document (1098, 1099) recipients

Why choose Tax Doc Publisher over other solutions?

  • You can make tax preparation simpler for your tax document recipients
    • Eiminate the tedium and errors associated with manual data entry
    • Eliminate errors and costs associated with OCR
  • Using Tax Doc Publisher, tax documents are published in both human-readable and computer-readable formats
    • With no additional effort on your part!

What are the "computer-readable formats"?

  • Direct API import into tax software (Block, TaxAct, TurboTax)
  • Intelligent Tax Documents

What is an Intelligent Tax Document?

  • A PDF can store data as custom properties as seen below
  • Computer programs can readily extract this data for processing
  • This is a new technology introduced by the Financial Data Exchange organization and, to the best of our knowledge, Tax Doc Publisher is the first app to implement this technology.
  • For more information, go to Intelligent Tax Documents.
 

Example PDF Document

Custom Properties

 

Is Tax Doc Publisher a new app?

  • Yes, the app is new for January 2023.

How can I try Tax Doc Publisher?

  • All you need is a Dropbox or Google Account.
  • Email us at support@taxdochub.com for access to the app.