Organizing your tax documents

How Documents Are Organized

FileJoy automatically organizes your uploaded documents by tax year. Every document belongs to a specific year, making it easy to find what you need when working on a return.

Tax Year Folders

When you navigate to Your Documents, you'll see folders for each tax year you've created. Click on a year to see all documents associated with that return.

Moving Documents Between Years

Uploaded a document to the wrong year? No problem:

1. Open the document in your document library
2. Click the **Move** button (or drag the document)
3. Select the correct tax year folder
4. The document and any linked data will transfer to the new year

Document Status Icons

Each document in your library has a status icon that tells you its current state at a glance:

• **Green checkmark** — AI scan complete, data extracted and saved to your return
• **Yellow warning** — Scan complete but some fields need review
• **Red alert** — Scan failed or document needs attention
• **Blue processing** — Document is currently being scanned

AI Summary Cards

Every scanned document gets an AI summary card that shows:

• The **document type** (W-2, 1099, receipt, etc.)
• **Key extracted values** (total income, tax withheld, etc.)
• The **person** it's linked to (you, spouse, business)
• A **confidence score** for the extraction

Click on any summary card to view the full document and all extracted fields.

Linking Documents to Your Return

Most documents are automatically linked to the right section of your return after AI scanning. If a document wasn't auto-linked:

1. Open the document
2. Click **Link to Return**
3. Choose the section (Income, Deductions, etc.)
4. Select the specific item (e.g., which W-2 entry)

Deleting Documents

To remove a document you no longer need:

1. Open the document in your library
2. Click the **Delete** button
3. Confirm the deletion

Note: Deleting a document does not delete the data that was extracted from it. Your tax return entries remain intact. If you want to remove the data too, you'll need to delete the associated entry separately.

Tips

• Upload documents as you receive them throughout the year—don't wait until filing time
• Use descriptive names when saving files before upload (e.g., "2025-W2-Acme-Corp.pdf")
• Review AI summary cards to catch extraction errors early
• Keep a digital backup of all documents outside of FileJoy as well