> ## Documentation Index
> Fetch the complete documentation index at: https://cashflowy.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Document Management

> Upload, organize, and manage your business documents - tax forms, receipts, invoices, and more.

Keep all your business documents organized in one place. Upload tax forms, receipts, invoices, bank statements, and any other files your business needs.

## Document groups

Documents are organized into predefined groups:

| Group                           | What to store                                          |
| ------------------------------- | ------------------------------------------------------ |
| Income-Related Documents        | W-2s, 1099s, pay stubs, income statements              |
| Deductions and Credits          | Receipts for deductible expenses, charitable donations |
| Investments and Savings         | Brokerage statements, 401(k)/IRA documents             |
| Business and Self-Employment    | Business receipts, contractor forms, expense records   |
| State and Federal Tax Documents | Filed tax returns, notices from IRS or state agencies  |

You can also filter documents by **year** to find what you need quickly.

## Uploading documents

1. Go to **Banking → Documents**
2. Click **+ Upload Documents** at the top right
3. Choose the **Group** and **Year** for organization
4. Drag and drop your files into the upload area, or click **select files** to browse
5. Click **Upload \[X] Files** to upload
6. Click **Done** once uploads complete

**Supported formats:** PNG, JPG, JPEG, GIF, TIFF, TIF, BMP, PDF, HEIC, CSV, XLS, XLSX

**Upload limits:**

* Max 6 MB per file
* Max 50 MB per upload
* Up to 10 files per upload

## Managing documents

| Action       | Details                                                                   |
| ------------ | ------------------------------------------------------------------------- |
| **View**     | Preview supported files in the browser                                    |
| **Download** | Save to your computer                                                     |
| **Edit**     | Update the group, year, or replace the file via the Update Document modal |
| **Delete**   | Remove permanently                                                        |

Each document tracks who last updated it and when — giving you a simple audit trail.

<Tip>
  **Tax season tip:** Upload documents throughout the year into the right groups. When tax time comes, everything is already organized and ready to share with your accountant.
</Tip>