What you can file
Anything on paper or in a PDF. These are the documents Docs2books knows by sight; everything else is still read, searchable and yours to label.
Tax
- W-2
- 1099 (NEC, INT, DIV, MISC, B, R, G, K and more)
- SSA-1099
- 1098 mortgage interest
- 1098-T tuition
- 1098-E student loan interest
- 1095-A, B and C
- K-1
- Estimated tax payments
- Tax returns
- Property tax bills
Banking
- Bank statements
- Credit card statements
- Checks and void checks
Home
- Deeds
- Closing statements
- Mortgage statements
- HOA statements
- Home and renters insurance
- Leases
- Warranties
- Water, electric, gas, trash and internet bills
Vehicles
- Titles
- Registrations
- Auto insurance policies and cards
Health
- Explanations of benefits
- Medical bills
- Health insurance
School
- Report cards
- Transcripts
IDs
- Passports
- Driver licenses and state IDs
- Social Security cards
- Birth certificates
Work
- Pay stubs
Business
- Receipts
- Invoices
- W-9s
Other
- Life insurance
- Anything else: filed as Other, and searchable by every word on the page
Correct a document once and Docs2books learns it: the next one from the same sender files itself.