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Using Electronic Forms in PDF format

Tips for completing forms, applying an electronic signature, locking forms, inserting pages and simplifying the entry of frequently used data.

Set Up Folders

Before you e-file, it is recommended that you set up folders on your computer system for various types of electronic forms and other relevant files.

Download Forms

Before filling out any electronic form template, you must download and save a copy of each of the forms on your computer system.

Insert Pages in a Form

Under some circumstances, you may need to include additional pages with a form.

Profiles and Reusable Data

To simplify the entry of frequently used data there are ways you can import data into forms.

Tips for Completing forms

Tips for completing forms, applying an electronic signature, locking forms and uploading large packages.