Manage tax documents as PDF: bundle and secure

1 min read·25 July 2026

Filing taxes means gathering documents: salary statements, mortgage certificates, donation receipts, expense records. PDFrust helps you organise loose PDFs by category and prepare them for submission.

Bundle documents by category

Create one PDF per tax category: (1) income — payslips and salary statement; (2) mortgage — annual interest certificate; (3) deductions — donations, medical costs, study expenses. Use the merge tool to combine documents per category.

Save payslips from email

Salary statements often arrive as PDF email attachments. Save them to a folder, merge them with the merge tool, and add page numbers. You end up with a clean bundle for your tax adviser or your own archive.

Merge PDF

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Secure documents before sending

Tax documents contain sensitive information. Password-protect the PDF with the protect tool before emailing to an adviser. Send the password via a separate channel (e.g. SMS).

Archive after filing

Tax authorities typically recommend keeping records for 7 years. Save the bundle to a well-organised folder on an external drive or cloud. Compress first for efficient storage — scanned documents consume space quickly.