PDF for Accountants: Annual Accounts and Tax Files

PDF for Accountants: Keeping Annual Accounts and Tax Files Organised

1 min read·30 November 2029

Accountants and bookkeepers work with large volumes of documents per client: bank statements, invoices, annual accounts, and tax returns. A structured PDF workflow saves hours per file.

Merging tax files per client

A complete tax file per financial year contains the annual accounts, VAT returns, payslips, bank statements, and correspondence with the tax authority. PDFrust lets you merge all those separate documents into one chronologically ordered PDF file per client per year.

Compressing bank statements and invoices

Bank statements as PDFs can run to tens of megabytes per quarter. Compress them with PDFrust so the total client file remains shareable via email or a secure portal.

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Removing specific pages for the client

You want to send the client only their profit-and-loss statement, not the complete file including internal notes. The page remover lets you select exactly which pages appear in the client version.

Archive versions for retention obligations

Financial records must be retained for seven years in most jurisdictions. PDF/A is the appropriate format for long-term archiving. Check whether your accounting software produces PDF/A, or convert documents manually.

Security of client data

PDFrust processes all files locally in the browser. No files are stored on external servers. This is relevant for GDPR compliance: client data does not leave your network during processing.