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How to merge bank statements, invoices and receipts into one PDF for your CA

By the Fusion Office team · Updated

Quick answer

Unlock any password-protected statements, then combine everything in a sensible order with Merge PDF: statements by month, then invoices, then receipts. Add page numbers, compress the result, and protect it with a password before you email it. Your CA gets one tidy file instead of thirty attachments.

Get everything into PDF

  • Remove passwords from bank and card statements with Unlock PDF, since Merge PDF needs unlocked files. Formats are covered in Bank statement PDF password.
  • Turn photos of bills and receipts into PDFs with JPG to PDF, several to a file.
  • Download Form 16, AIS and other tax PDFs from their portals.

Merge and finish

  1. 1Open Merge PDF and add all the files.
  2. 2Order them: bank statements by month, credit card statements, sales invoices, purchase bills, receipts, tax forms.
  3. 3Press Merge PDF and download.
  4. 4Add page numbers with Add page numbers so you can say “see page 37”.
  5. 5Shrink it for email with Compress PDF.
  6. 6Add a password with Protect PDF, and send the password by phone or a separate message.

Merging, numbering, compressing and protecting all run in your browser: your financial documents aren't uploaded.

Tips your CA will appreciate

  • One file per financial year, or per quarter if it gets very large.
  • A first page listing what's inside, typed in the Word editor and converted to PDF.
  • No duplicates: remove repeated pages with Organize PDF.

Frequently asked questions

Is there a limit on how many files I can merge?

No fixed limit: it depends on your device's memory, since merging happens in your browser.

Should I send Excel files too?

If your CA prefers spreadsheets, convert statements with PDF to Excel and send those alongside the PDF.