You can now store all important documents for your tax return directly in the Taxfix app or in your browser – clearly organized and always accessible. In this article, we explain how the Document Manager works, what you can upload, and how to get the most out of this feature.
📌 Quick & Easy
- Upload and store documents: Manage documents from 2024 onwards directly in your account.
- Sort and edit: Choose categories, rename files, and update amounts.
- Keep originals: No forwarding to the tax office or download available at this time.
🚀 Your Guide
- What is the Document Manager?
- How to upload documents
- Which documents and formats are supported?
- Edit and manage your documents
- Using documents for your tax return
What is the Document Manager?
The Document Manager helps you collect and organize receipts and records for your tax return. This feature is available for tax years from 2024 onwards and can be accessed via your profile → Documents.
💡 Tip: Make sure you have installed the latest app version to access all features.
📌 Please note: Uploaded documents are not automatically matched or checked against your tax return entries.
How to upload documents
- Tap the profile icon 👤 and go to “Documents”.
- Select “Add document” or choose a category from the list.
- Scan your document using your camera or upload a file (photo or PDF).
- Label the document with a name and amount.
- Categorize your document, e.g., as “Donations” or “Work Expenses”.
Which documents and formats are supported?
Examples of documents you can upload include:
- Insurance statements
- Donation receipts
- Utility bills
- Work-related and travel expenses
✉️ Supported formats: JPG, PNG, PDF, HEIC
⚠️ Max file size: 50 MB per document
✉️ Multiple pages? No problem! A document can have several pages. Just click the + when scanning.
Edit and manage your documents
Uploaded something incorrectly? No worries!
Change category
- Go to your document, tap the three dots, and move it to the correct category.
Edit details
- You can change the title, amount, or replace/delete the file.
- Open the document via profile → Documents, then tap the three dots at the bottom right.
- Confirm your changes to save.
💡 Note: Downloading your uploaded documents is currently not possible.
Using documents for your tax return
Can documents be imported automatically into the tax return?
At this time, automatic import of values and data into your tax return is not yet available. This feature is planned for 2026.
How can you still benefit?
- Use the app to organize all your documents in one place.
- Easily refer to the details while filling in your tax return.
Do I need to keep the original documents?
Yes! Even if you store everything in the Document Manager, it’s important to keep the original documents. Right now, it’s not possible to forward these files to the tax office or download them.
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