Smallpdf's tax organization guide starts with a master folder for the tax year and subfolders matched to the documents being collected. Scanning paper and creating searchable PDFs brings material from email, receipts and phone records into a common system.

Give Each Tax Year a Searchable Document Home

Keep related categories clear rather than merging every document into one difficult file. Maintaining the structure throughout the year makes later retrieval easier, while suitable sharing controls help when passing the prepared records to another person.