If you are in the United States, then you probably know that tax season is just around the corner if not already underway. Its that time of year where we have to show and prove to Uncle Sam how much money we made (or lost as the case may be) last year.
Depending on your situation, this process can mean downloading mortgage statements from your bank, W2s from your employer, 1099s from wherever they usually live and more.
These documents are of course all in the ubiquitous PDF format and also contain varying levels of personal and confidential information.
I am yet to meet a person that enjoys the process of preparing taxes so here are 5 ways All-About-PDF can help organize your documents prior to sending them to your accountant.
Merge The PDF Documents: instead of sending or uploading all these files to your accountant in a piecemeal fashion, merge them all together into a single PDF document with a table of contents using All-About-PDF so that your accountant knows exactly where what is located.
Split Out or Delete The Unnecessary Pages: In some cases, you don't need to send your entire document to your accountant as all the information they require is on a single page. Use All-About-PDF to split your PDF to keep only the pages you would like to send to them.
Redact/Find-Replace Information: If there is information in the documents that you would rather not send to your accountant, use All-About-PDF's Redact or Find-Replace feature to remove or obscure specific words from your documents.
Compress PDF Documents: Once you have organized and merged your PDF files together, you will likely find that the file size is on the larger side. All-About-PDF's compress PDF feature can help you reduce the size of the document back to a more manageable size so that you can easily email it to your accountant.
Password Protect Documents: Last but definitely not least, protect your private information by adding a password to your PDF(s) so that only your accountant has access (be sure to send the password in a separate email from the document(s))
(Bonus) Set PDF Expiry: whilst not applicable in most tax situations, you can still use All-About-PDF to not only set your PDF documents to expire after a certain date but also to ensure that the documents can only be viewed in a certain country or domain.
What other ways has All-About-PDF helped you process your PDF files? Drop us a mention on Twitter @allaboutpdf.
If you haven’t tried All-About-PDF yet, there is no time like the present. Hit the button below to download it now!