File naming
Tax File Naming Examples
Tax file naming examples for annual returns, deductions, bank statements, income documents, receipts, and accountant exports.
Start with this rule
Tax file names should include the tax year, document type, source, and purpose. Put the year in the folder and in the file when files may travel outside that folder.
Better names to copy
Avoid
tax.pdfUse
2025 - tax-return-submitted.pdfAnnual documents can use year-only.
Avoid
deduction.jpgUse
2025-11-03 - receipt-deductible-office-chair.pdfDeductible context helps review.
Avoid
bank.pdfUse
2025-12 - bank-statement-checking.pdfMonthly statements use YYYY-MM.
Avoid
accountant.zipUse
2025 - accountant-handoff-documents.zipMake exports explain themselves.
Avoid
salary thing.pdfUse
2025 - income-statement-employer-name.pdfSource matters for tax questions.
Rules that keep it useful
- Use year-only for annual files.
- Use YYYY-MM for monthly statements.
- Add deductible or tax context at capture time.
Why this works
- Year boundaries match tax workflows.
- Document type and source explain the file before opening.
- Accountant handoff becomes a folder review, not a search mission.
Common mistakes
- Naming everything tax and relying on folder context.
- Mixing multiple years in one folder.
- Not marking deductible receipts when you save them.
Related templates
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