How to digitize and organize receipts for taxes.

Find out how digitizing your receipts can help you organize them for tax purposes.

Keeping receipts for taxes is vital for both individuals and business owners. They’re the only way to prove you’ve spent the money you’ve claimed as tax deductions. But paper receipts are notorious for fading over time.

The best way to organize receipts for taxes is to digitize them. Here’s how you can easily archive your digital receipts.

Scan your receipts.

Use a scanner or a mobile photo scanning app, like Adobe Scan, to digitize your paper receipts. Make sure to save the scans as PDFs to easily open and share them from any device.

You should also keep order confirmation emails for online purchases. Most retailers give you the option to save order confirmations as PDFs. If you’ve saved your emails in other formats, you can use PDF editing software, like Adobe Acrobat DC, to convert your emails to PDFs.

Merge receipts into one file.

It’s a good idea to merge related receipts into one PDF file. This way, you can reduce file clutter and find your receipts faster. You can do this by opening Acrobat DC and selecting Tools > Combine Files. You can also merge PDFs with Acrobat online services.

Compress your PDFs.

You may have to share your receipts with an accountant or tax officials but sending large PDFs can be slow. Compressing your PDF files makes them much easier to share. You can use Acrobat DC’s Optimize PDF tool or Acrobat online services to compress PDFs quickly.

Backup your files.

Once you’ve scanned and merged your receipts, you should save them in at least two different locations to ensure you won’t lose them. The best practice is to have copies on both a physical external hard drive and an online file storage platform.

Learn more ways to work with PDFs online. Discover everything Acrobat DC can do to convert, sign, and share tax documents and other PDFs.