How to organize tax documents.

Discover how you can more easily organize tax documents by turning them into PDF files.

Filing your taxes can be confusing enough to begin with — you don’t need to add to the confusion with a messy pile of tax documents. Let’s go over some helpful tips that can help you keep your tax documents in order and make filing taxes less of a headache.

Go digital.

Scanning your tax documents into digital PDFs can make them much easier to organize. Name your files clearly and save them as backups both locally and in the cloud. You may need to save the paper originals of some documents, but in general PDFs can cut back on the number of sheets you have to archive.

Merge and rearrange PDFs.

Once you’ve digitized your tax documents, you can easily organize them with PDF editing software like Adobe Acrobat DC. Many documents have attachments that you’ll rarely access individually, so merging them into one PDF file to reduce clutter is a good idea. You can also rearrange PDF pages to be not just numerical but also in a logical order.

Make your PDFs smaller.

Freshly scanned PDFs can sometimes be large and difficult to share. You can compress your PDFs to a smaller file size with both Acrobat DC and Acrobat online services. Compressing PDFs makes them much easier to email to your accountant or tax officials. Take a moment to explore more ways to work with PDFs online.

Use a sensible folder structure.

Keeping all your tax PDFs in one folder can make it hard to find the right document. Organize tax documents by year and category by using sub-folders. For example, you could have a folder for 2022 documents, and further split your PDFs into different invoice, receipt, and tax form folders.

Discover everything Acrobat DC can do to help you convert, sign, and share PDFs.