tax

How to do tax reports on iPad or iPhone

As we are getting closer to the tax season day by day, every one of us is mind boggled by the sheer amount of overwhelming paperwork and math that is in front of us. But, what if we told you that we can ease your pain? What if doing taxes doesn’t have to be such a headache?

To help you in making the best of your tax report, we are going to let you in on a few must know tips about this year’s tax report season, as well as what are the must have apps and how to use them to get the best results. If you want to learn a couple tricks and read a couple tips about the upcoming tax season, make sure you read the rest of this article!

Mind, it is always a good idea to consult a tax professional.

Things to know about filing taxes

As we get closer to 2017, lots of us are trying to catch up on the things important to remember for this years tax season. Here’s a few things to keep in mind:

  • The season opens on January 23rd, which means you got a few weeks to get ready
  • The deadline for submitting your tax report is April 18th (as of this year)
  • As the season approaches, accountants are getting more and more swamped by the day
  • You can do your taxes online
  • The IRS suggests starting to gather your documents in early December

So with those things in mind, let us go through a few apps that might be useful to have on your iPhone or iPad once you gather all the paperwork you will need.

Useful apps for doing taxes

Before diving in the huge pool of apps you could use for doing taxes, let’s think about what type of apps you will need? What does doing taxes consist of? You have a lot of files you need to print, a lot of forms to fill out and sign, bunch of typing and retyping, and of course making sure you don’t forget any of those big purchases you made over the course of the year. Some of us may even need to consult lawyers in order to make sure we aren’t violating the laws in any way. So, without further ado, let’s get to the apps!

Dropbox

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Dropbox is one of those apps you should have on all of your devices no matter what season. If you aren’t familiar with it, this app let’s you store your files on a virtual cloud. Think of it as a temporary place to store your files while you don’t have access to one of your devices, but you want to have it on a different device as well. The most common use for Dropbox is exchanging files among devices in order to make files easily accessible on all platforms.

Having Dropbox on all your devices is highly recommended. Dropbox doubles up as a fantastic cloud storage service, but its mobile app is what really makes a difference. While it used to be a simple file browser at first, nowadays you can instantly upload all your pictures, edit files, and share anything in your Dropbox through a wide variety of services.

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PDF Converter Ultimate

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PDF Converter Ultimate is a relatively new mobile app. It has been released just a few weeks ago, but already you can see the way it was received by its users. Both Google Play Store and Appstore have nothing but kind words to say, or rather their users. Coming from a long line of impactful and powerful OCR converters, this app is another great product that came out of the Cometdocs development center.

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But why is this app so important? Well, it’s because the majority of emails you will be sending to your accountant or lawyer will be in PDF format, which is the primary file format for sending sensitive files such as tax reports, account statements, bills and receipts, etc. and we all know how hard and annoying dealing with PDFs gets when you are short on time and nerves. This app lets you convert all your PDFs to 6 different formats, some of them being MS Word and MS Excel as well! That way you should have no trouble editing any and every PDF you receive or have to send! Another thing worth noting is that Dropbox is integrated to the coding of this app, which means you can simply log into your Dropbox from within the app and you will have instant access to all the files you need to have converted!

Save As PDF

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Save As PDF is another app that can come in handy when you need a quick save. As we have mentioned previously, the majority of files that accountants and lawyers handle are PDFs. So having an app that can instantly save any file as a PDF is just too good to miss out on! This app will allow you to save any Word, Excel, Image ,PowerPoint, and a wide range of other formats to a PDF in just a few clicks. Later on if you need them back in their original form, you can always convert them back with PDF Converter Ultimate!

Blue Mail

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Here’s a good app to have on your phone if you use multiple email accounts. Blue Mail allows its users to sign in to several different email providers, some of which are Gmail, Yahoo, iCloud, Outlook 365, and more. This way if you have several accounts, you can keep track of them at all times simultaneously. You can also make a custom signature for each of the email accounts so you can easily sign depending whether you are using you private or business email.

Adobe Fill & Sign

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Adobe Fill & Sign is a great mobile if you need a PDF quickly signed. This app lets you connect your email account with the app, which makes it significantly easier to import files. Once you have imported the file, you can sign it and send it back immediately. You can also select to scan a paper with your camera if you don’t have it in your email inbox. If you decide to start using this app frequently, you can make a custom signature and initials. Once you save them they will always be available to you and you can paste them into your future documents that need signing.


Thanks for taking the time to read this post and we sincerely hope you found it helpful and enjoyable! Please feel free to leave your thoughts down below in the comments and don’t forget to subscribe to Bane Tech onYouTube, Google+, Facebook, Twitter & Instagram!

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Josh

Editor & Chief at Bane Tech
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