Group and name VAT documents by period and client for filings automaticallyautomatically
When VAT periods end, group all relevant PDFs and name consistently so you can prepare filings quickly.
No credit card • Rename in under 3 minutes
sample.pdf
Waiting for rename…
Date
2024-10-14
Tax Packet #
123-4567890-123
Issuer
Tax Return
Prepare VAT filing packages with organized document bundles.
- Watch VAT document folders for period-end collections.
- AI identifies VAT-related documents and groups by client and period.
- Bundle and name packages with confidence scores for review.
Proof: 1.3k VAT packages prepared last quarter at 96.8% average confidence.
Before → after filenames
No more download.pdf. Every document follows your naming convention automatically.
client_return.pdf
2024_TaxReturn_Hamilton-LLC_1120S.pdf
Example naming rule
Rename to 2024-10-14_tax-return_123-456789
Why teams adopt this workflow
Period detection: Automatically identify VAT periods from document dates and tax point rules.
Multi-document bundling: Group related VAT documents into organized filing packages.
Compliance ready: Maintain document relationship logs for VAT authority requirements.
How it works
VAT documents auto-group to Client_VAT_YYYY-QX_Prepared.pdf with 96%+ accuracy, ready for filing.
- Watch VAT document folders for period-end collections.
- AI identifies VAT-related documents and groups by client and period.
- Bundle and name packages with confidence scores for review.
FAQ
Can I handle different VAT schemes (flat rate, standard)?
Yes. Configure rules for different VAT schemes and document types (inputs, outputs, adjustments).
Will it work with VAT returns from different countries?
Configure country-specific rules for UK VAT, EU VAT, or other jurisdictions with appropriate document grouping.
How do I share VAT packages with tax authorities?
Use organized Ready folders synced to your drive. Packages maintain proper naming for authority submissions.
Make it part of your workflow
Connect integrations, use full-text extraction, or call the API for posts processing.
Supported in:
Ready to rename your documents automatically?
Connect Dropbox or Google Drive and watch files sync into client-ready names. 50 free renames to start.