Built-In PDF Viewer

Complete fillable PDF forms, use annotations, place a colored sticky note with a question for your accountant on a doc, all with our free Web-based PDF editing tool. It has great viewing, markup, and collaboration tools. And all changes to the PDF are saved in your TaxDome account.

Covered here:

PDF Editor, Explained

To work on a PDF in our built-in editor, you don’t need to download software. First, make sure the document is uploaded to TaxDome. If it isn’t, upload it from your device to your account. Next, locate it inside the account, then click on its name to open it. The editing tools are at the top.

Note:

  • You can edit only the documents in folders with Client can view and edit permission level.
  • Your changes are not saved until you click Save.
  • Once you make any changes to the document and click Save, the previous version is replaced by the new one.
  • You and your accountant can delete any annotation or element added with the PDF editor. Clients, however, see the accountant’s highlights but cannot edit.
  • The audit trail shows who has modified a document and its new size.

Adjusting PDF Views

The tools on the left side of the toolbar help you change the magnification of a PDF and navigate it.

  • The hand tool allows you to drag a page to move it.
  • The magnifying-glass tools help you zoom in and out.
  • The fit-page-width tool lets you adjust the magnification so that the PDF fills the pane vertically or horizontally.
  • The thumbnail tool shows all the pages of a document in the left margin, allowing you to quickly scroll through them.

Revising Documents

To revise a document, mark it up by double-clicking a word or selecting the text you want to draw attention to. Use one of the tools in the floating panel next: highlight, strikeout, underline, squiggle, or redact.

Filling Out PDF Forms

To fill out a PDF form in our PDF viewer, click inside the form, then enter the information once the field is highlighted yellow. Click on checkboxes to select them.

Notifying an Accountant About Your Changes

Once you’ve completed a form or made changes to a document, you’ll most likely want to notify your accountant—so send a message with the document attached. To find out more about how to start a message thread, go here.

Document Editor: Split & Merge PDFs, Delete & Add Pages, Change Orientation

In the document editor, there are loads of options: You can delete pages, combine documents, split a document into several, change the page order, add blank pages, and more.

Click the Document Editor icon, then select the option you want from the menu bar. To access more options, click on the three-dots icon.

By clicking on these icons, you can perform any of these actions:

Icon Name Description
Add Add a new page at the beginning of the document or after the selected page.
Remove Remove the currently selected pages from the document.
Duplicate Create copies of the currently selected pages.
Rotate left Rotate the selected page 90 degrees counterclockwise.
Rotate right Rotate the selected page 90 degrees clockwise.
Move left Move the selected page before the previous page.
Move right Move the selected page after the next page.
Import document Import document Show the open file dialog box and merges the selected document into the current one.
Undo Undo the last document editing action.
Redo Redo the last undone document editing action.
Select all Select all pages.
Select none Deselect all pages.


Once you’re done making changes, click Save. To export the document, click Save As.

Adding Notes

Place digital sticky notes on your documents to write comments or questions:

1. Click the pencil icon, click the note icon, then click where you want to place it.

2. Give the note a subject line, then click inside the note to add text to it.

3. Change the note’s appearance by clicking the color icon, then selecting a color. Choose the icon you want to see displayed in the document to click on to open the note.

Adding Stamps

Our PDF editor comes with a number of predesigned stamps, but you can also create your own and save it.

1. Click the pencil icon, then click the arrow next to the image icon, then click Stamp.

2. Click one of the available stamps or click Custom Stamp to create your own.

3. Move the stamp to the desired spot and change its size if needed.

Adding Text

Use text annotations to add comments:

1. Click the pencil icon, then the text icon. Select a color, opacity, and font, then click where you want to place the text.

2. Type the text.

Inserting Images

Insert images (JPG, PNG, and more) anywhere:

1. Click the pencil icon, then the Image icon. Locate the image on your computer.

3. Move the image to the desired spot and change its size.

Highlighting Text

There are various ways to highlight text:

Click the pencil icon, then select one of the available tools.

Add lines, arrows, rectangles, and other shapes anywhere in the document.

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