1. Go paperless
Keep all your receipts in a shoebox? There’s a better way. Our free doc scanner makes saving receipts and physical forms as simple as snapping a photo. Just tap (+) Create in the Dropbox mobile app to transform paper docs into high-quality PDFs or PNGs. Then you can store and organise all your records together in a single tax folder on Dropbox. And you’ll know exactly where to find your medical bills and P60s, right when you need them.
2. Make filing quick and painless
We’ve all been there: you finally finish your taxes but can’t file until you find last year’s P60. It's a frustrating feeling and will certainly cost you time and unnecessary stress. With Dropbox, your tax folder is a one-stop-shop for all your receipts and tax forms. Everything is neatly organised and easily accessible. Plus, you’ll always know where to find the document you need to file, including previous years’ returns.
Working with an accountant? Don’t send sensitive financial files as attachments over email. Instead, you can securely share your entire tax folder with a few clicks. You can even set specific access permissions, like making a folder view-only for extra peace of mind. And with our Pro plan, you can set a link expiry date or password protect any shared file or folder.
3. Protect your financial info
Dropbox has multiple layers of security to safeguard your most sensitive files. But you can take a few extra steps to protect your personal data:
- Choose a strong password and enable multi-factor authentication for your Dropbox account
- Lock down your laptop or mobile device with a login password or PIN
- Use full-disk encryption to protect your data if your device gets lost or stolen
- Ask your accountant or tax preparer how they secure their accounts and devices
With these tips in your tool belt, you’re well on your way to one of the best moments of the year. Get ready to cross ‘Tax Return’ off your to-do list!