tax-organizer

What problem does it solve?

Maintain a flat, year-by-year tax document folder structure, track which institutions need documents each year, identify what's missing, file incoming documents, and provide retrieval URLs for missing docs.

Core Features & Use Cases

• Flat-year folders and a consistent file naming convention to keep all tax documents organized and searchable.
• Status dashboards and per-year/document tracking using a SQLite database to support audit trails and easier filing.
• Setup new tax years, process incoming documents, and handle discontinued institutions with a 3-year safety protocol.
• Provide direct URLs and retrieval steps for missing documents to accelerate document collection.

Quick Start

Process a new tax year by creating the year folder, initializing documentation tracking, and dropping incoming documents into the incoming/ folder.