From Excel to Tax Forms
Tax form generation made easy. FormGen reads your Excel workbook, maps every box to its exact field on the official IRS fillable PDF, and delivers a flattened, print-ready form — in seconds, not keystrokes.
K-1 · W-2 · W-4 · 1099-MISC · Form 990 & Schedules — one engine for all of them.
The fastest path from workbook to filed form.
Excel In, Tax Form Out
Upload the Excel workbook and FormGen fills the official fillable IRS PDF automatically — every box mapped, every amount placed on the right line.
Field-Level Mapping Accuracy
A maintained box-to-field mapping ties each Excel cell to its exact PDF form field — including calculated formula values, sub-boxes like 4a–4c, and checkbox states.
Print-Ready, Tamper-Proof Output
Filled forms are flattened into non-editable, print-ready PDFs — timestamped, client-ready, and safe to deliver without exposing editable fields.
Batch a Whole Season
Drop a folder of Excel files in and FormGen processes them all — one filled, flattened PDF per file, ready for the complete return package.
How FormGen Works
A deliberately simple pipeline: structured Excel templates in, mapped and validated field placement in the middle, flattened print-ready IRS forms out.
Download the Template
Each supported form ships with a structured Excel template — box numbers and amount columns laid out exactly the way preparers already work.
Fill in the Numbers
Enter amounts in the workbook, or let them flow in from your existing workpapers. FormGen reads computed formula values, so live calculations are fine.
Upload & Generate
Upload the workbook in the FormGen web app. The mapping engine places every value into the official fillable IRS PDF — with detailed progress and mapping status for every box.
Deliver the Flattened PDF
The filled form is converted to a non-editable, print-ready PDF and saved with a timestamp — one clean artifact per form, ready for the client file or the PDF Creator package.
Supported forms
K-1 (Form 1065)
All income, deduction, and credit boxes 1–13, including sub-boxes and other-items codes.
W-2
Wage and Tax Statement — wages, withholding, and employer details from a single sheet.
W-4
Employee's Withholding Certificate, generated from structured workbook data.
1099-MISC
Miscellaneous Information returns filled box-by-box from your Excel source.
Form 990 + Schedules
The full nonprofit set — core Form 990 and Schedules A through O — powering 990PREP's print-ready return packages.
Extensible by Design
Each form is a folder with a template, a fillable PDF, and a mapping file — adding the next form is configuration, not a rebuild.
Forms are mechanics. Automate them.
Every hour spent retyping workbook numbers into PDF boxes is an hour not spent reviewing, advising, or growing the practice. FormGen is part of GTPH's AI-powered suite of tax-automation tools — alongside 1040WIZZ and 990PREP — built to give tax professionals the leverage of technology without the complexity of implementation.
Talk to Us About FormGenKill Manual Form-Filling
No more typing amounts into PDF boxes one at a time — the mapping engine does it in seconds, identically every time.
Eliminate Transposition Errors
Values move from workbook to form programmatically, so the number your workpaper shows is the number the form shows.
Standardize Your Deliverables
Every generated form is flattened, timestamped, and formatted the same way — a consistent, professional client package.
Plug Into the GTPH Suite
FormGen is the form-generation engine behind 990PREP's PDF Creator — and works standalone for K-1s, W-2s, and 1099s.
Ready to automate your tax season?
Fixed-fee pricing. Technical accuracy. A partner that scales with your firm — from first organizer to final e-file.