Preparing Tax Return Supporting Documents
Accountants collect W-2s, 1099s, receipts, and other supporting documents from clients for tax filing. These arrive as photos, scans, and PDFs in varying quality and need to be organized and compressed for electronic filing.
Workflow
- Collect all tax documents from clients (photos of receipts, scanned W-2s, 1099 PDFs)
- Use the Image Rotator to correct orientation of photographed documents
- Convert image-based documents to PDF using Image to PDF Converter
- Use the PDF Merger to combine all supporting docs by category (income, deductions, credits)
- Apply PDF Compression to meet e-filing size requirements
- Attach the organized document package to the electronic tax return
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