Auto-rename tax assessments as PDF

Tax assessments arrive as PDFs—often with meaningless filenames. Filery detects tax type, period and tax office to create meaningful filenames.

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Before & After

Bescheid_FA.pdf 2024_ESt-Bescheid_2023_Finanzamt-Essen-Sued.pdf

Distinguish different tax types

Income tax, VAT, trade tax—each assessment must be quickly findable. A clear naming pattern with tax type and assessment period makes assignment unambiguous.

Don't miss appeal deadlines

Tax assessments have appeal deadlines. When the assessment date is in the filename, you keep better track of deadlines.

Clean up client folders

Tax advisors can have assessments consistently named per client—simplifying filing and forwarding to clients.

FAQ

Yes—if the assessment period is present as text in the document, Filery detects the year and integrates it into the filename.

Yes—government-issued PDFs typically contain embedded text that Filery recognizes well.

Related topics

Batch rename PDF invoices
Organize and rename contract PDFs
Rename documents after scanning

Download Now

Choose your platform and start with automatic document renaming

macOS

Universal (Apple Silicon & Intel)

Download (DMG)

Windows

Windows 10 & 11

Download (EXE)

We are currently working on official code signing for Windows. The download is already available – Windows Defender or SmartScreen may show a warning because the app is not yet certified. Choose “More info” → “Run anyway” to install.

System requirements: macOS 10.14+, Windows 10/11

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