PDF workflow for tax advisers

1 min read·25 July 2026

Tax advisers prepare tax returns, write objections and deliver advisory reports to clients. PDFrust makes it easy to merge attachments, page-number dossiers and watermark reports.

Bundle tax return attachments

Forms, pay slips, bank statements, profit and loss account and annual accounts are merged into one tax return dossier for the tax authority.

Merge objection and evidence

Objection letter, underlying calculations and annexes (invoices, bank statements) are submitted as one document via the tax authority portal.

Merge PDF

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Number advisory report pages

Multi-page tax advisory reports get page numbers so the client and adviser can easily refer to specific sections.

Watermark draft report

Advisory reports in draft phase are watermarked with "DRAFT" until finally approved.

Compress dossier for portal

Extensive client dossiers are compressed for upload to the client portal or handover to the accountant.