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Forms & Templates

Forms & Templates Library

Fillable US tax forms (W-9, W-4, 1099-NEC) and NDA, plus 4 spreadsheet templates.

Have your own PDF form? Drop it here to fill, sign, or extract its data.

Processing Mode

100% client-side via pdf-lib, which reads and writes AcroForm fields directly in your browser — no file chunks are ever uploaded.

Privacy & Speed

Zero latency from uploads. Nothing you drop or paste here is sent to a server.

Local Hardware

Form field placement and PDF re-assembly happen on your device's CPU — no server round-trip per field.


Starting a document from a blank page — or hunting down the right version of a tax form — wastes time. This library has two small, curated sets: four common US paperwork PDFs you can preview, download, and fill in directly with our Fill & Sign PDF tool, and four spreadsheet templates for everyday tracking.

What's actually in the library

Fillable PDF forms (4):

  • Form W-9 — Request for Taxpayer Identification Number and Certification
  • Form W-4 — Employee's Withholding Certificate
  • Form 1099-NEC — Nonemployee Compensation reporting
  • Standard NDA — a basic non-disclosure/confidentiality agreement

Spreadsheet templates (4, downloaded as CSV):

  • Family Budget Pro — multi-category personal/family budget tracker
  • Workflows & Logs — time-tracking and task log
  • Asset Master — inventory and stock-level tracker
  • Mission Planner — project milestones and timeline tracker

That's the full library today — there are no invoice templates, resumes/CVs, proposals, or Word (.docx) documents. If you were looking for one of those, this library doesn't have it yet. For a full walkthrough of filling out two of the most-requested ones, see How to Fill Out a W-9 Form Online for Free and Free NDA Template: Fill It Out and Sign It Online — or, for what's actually in each spreadsheet template and how to grow past it, see 4 Free Spreadsheet Templates.

How to use it

  1. Browse the form or template cards and click to preview the content before downloading.
  2. For a PDF form, click through to open it in Fill & Sign PDF, where you can fill in the fields and add a drawn signature.
  3. For a spreadsheet template, click download to get the .csv file, then open it in Excel, Google Sheets, or Numbers to fill in your own data.

Frequently Asked Questions

Are the W-9, W-4, and 1099-NEC forms official?

They're the standard IRS form layouts, provided as a convenience so you don't have to search for them. Always verify you're using the current tax-year version from irs.gov before submitting anything officially — we don't guarantee these are updated the moment the IRS revises a form.

Are the spreadsheet templates in Excel format?

They download as .csv files, which open cleanly in Excel, Google Sheets, or Numbers, but they don't include Excel-specific formatting, formulas, or macros — they're plain tabular data with headers.

Does this tool save any of the data I fill in?

No. Templates and forms are served as static files. Any filling in — through our Fill & Sign tool or your own spreadsheet software — happens locally and is never uploaded.

Can I request a template that isn't in the library?

We don't have a request intake for this today. The library covers a small, fixed set of common forms and templates rather than an expanding catalog.

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