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Which documents does the Document Renaming tool support?

A list of all the documentation types, including IRS/Tax documents that the renaming tool supports.

Updated over a week ago

Use our "Document Renaming AI" to rename client files in bulk with a consistent naming convention!

Table of Contents: (document types)

  1. Identification

  2. Income

  3. Employment

  4. Investments

  5. Capital Gains and Losses

  6. Healthcare and Insurance

  7. Education

  8. Health Savings and Medical Savings Accounts

  9. Government Payments

  10. Tax Forms and Schedules

  11. Financial Statements

  12. Miscellaneous

Supported Documentation Types:

Identification

  • Driver's License

  • Passport

  • Death Certificate

  • Marriage License

Income

  • W-2

  • W-2G

  • 1099-R

  • 1099-DIV

  • 1099-INT

  • 1099-OID

  • 1099-PATR

  • 1099-RRB

  • RRB-1099

Employment

  • 1099-NEC

  • 1099-MISC

  • 1099-LTC

  • 1099-K

  • 1099-C

  • 1099-G

  • 940

  • 941

  • W-4

Investments

  • 5498

  • 5498-SA

  • 5498-QA

Capital Gains and Losses Documents

  • 8949

  • 2439

Healthcare and Insurance

  • 1095-A

  • 1095-C

  • Form 1095-B

  • MA 1099-HC

Education

  • 1098-E

  • 1098-T

  • 1099-Q

  • 1099-QA

Health Savings and Medical Savings Accounts

  • 1099-SA

Government Payments

  • CCC-1099G

  • SSA-1099

  • CSA 1099R

Tax Forms and Schedules

  • W-2C

  • W-3

  • K-1 Cover Letter

  • Schedule K-1

  • 8879

  • 1040

  • 1040-ES

  • 9465

Financial Statements

  • Expenses

  • Profit & Loss

  • Balance Sheet

  • Sales Tax

  • Tax Payment

  • Medical Expenses

  • Charitable Contributions

  • Receipt

  • Invoice

  • Tax Organizer

  • Bank Statement

Miscellaneous

  • Other

  • 2848

  • 4506

  • W-7

  • W-9

  • SS-4

Need help? Contact Support or ask Penny, our AI Support Bot for assistance.

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