Organise tax documents into clean PDFs for your accountant or tax software
2026-10-06
Accountant portals and tax software accept uploads, but they tend to cap file sizes and work better with one file per category than forty loose photos. An hour of organising before filing season saves far more during it.
One PDF per category
- Income forms β W-2, 1099 and similar, in one file
- Deductible expenses β receipts grouped by type, photographed and converted with Image to PDF
- Statements β bank and brokerage PDFs merged by account
Assembling and sizing
Convert photos first, then merge with downloaded PDFs using Merge PDF. Name files by date so they fall into order. Add page numbers at the end so your accountant can refer to page 14 rather than the third receipt from the top.
Receipt scans compress well because only the figures need to be legible. Use medium or strong. Income forms should stay at light, since every box has to be read exactly.
Keep a copy
Tax records are typically kept for several years. Keep the merged PDFs alongside the originals rather than replacing them.