Merging Scanned Tax Documents for Filing
Individuals gather tax-related documents throughout the year and need to compile them into organized PDFs for their tax preparer or for IRS e-filing. W-2s, 1099s, receipts, and charitable donation letters all need to be digitized and merged.
Workflow
- Collect all tax documents: W-2, 1099s, mortgage interest statements, donation receipts
- Scan paper documents and photograph receipts using a phone camera
- Use the Image to PDF Converter to convert photographed receipts to PDF
- Use the PDF Merger to combine all documents by category (income, deductions, credits)
- Use the PDF Page Organizer to add separator pages between categories
- Use PDF Compression to keep the file manageable for email to the tax preparer
- Store a copy in a secure personal archive for the required retention period
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