How to organize receipts for taxes on a Mac

A folder per month, one naming pattern, categories your tax form uses: the free way in Finder, and how Kempt names and gathers every receipt for you.

Part of Money admin · How to send your accountant a clean monthly pack from a Mac

October · 11 receipts, named
Oct 2Adobe · Software$59.99✓
Oct 9Amtrak · Travel$86.40✓
Oct 14WeWork · Office$450.00✓
Oct 19Restaurant · Meals$64.20⚠
To confirm2 photos
PDFCSVZIP

In short

Keep one folder per month, scan or save every receipt into it the day you get it, and name each one “date, seller, amount” so it sorts by itself.Group them by the categories your tax form uses (Schedule C lines in the US). Kempt does the naming as receipts land, reads photos of paper receipts on your Mac, and gathers the month into one pack with a CSV.

Without any app

  1. One folder per month

    In Documents, make “Receipts 2026”, then one folder per month (“2026-10”). A year of receipts stays findable without any app.

  2. Capture the same day

    Paper receipts fade. With an iPhone nearby, Control-click in the month’s folder in Finder and choose Import from iPhone › Scan Documents. Email receipts: save the PDF straight into the folder.

  3. One naming pattern

    “2026-10-14 WeWork 450.00.pdf”: date first, then seller, then amount. Finder sorts by date, and Spotlight finds the seller or the amount.

  4. Tag by category

    Use Finder tags for your tax categories (Software, Travel, Meals, Office). In the US they map to Schedule C lines; in France and Spain, ask your accountant which ones they use.

  5. Keep them long enough

    The IRS can generally ask about a return for three years after you file. France and Spain have their own rules: see our guide on how long to keep papers.

With Kempt

  1. 1

    Named as they land

    A receipt saved to Downloads or the Desktop gets a name from what it says (seller, date, total) and goes to its folder. Anything Kempt isn’t sure about waits in Needs a look.

  2. 2

    Photos read on your Mac

    Kempt reads photographed receipts with on-device OCR and marks every total read from a photo for you to confirm.

  3. 3

    The month in one pack

    The accountant pack gathers the month: copies, one merged PDF, a CSV (Date, Issuer, Type, Total, Currency, Number, File, Needs a look) and a ZIP, for you to review.

Names, files and finds your documents with Apple’s on-device model. Processed on your Mac.

$27 once, 14 days freeRuns on every Apple silicon MacA question? Ask a person

Questions people ask

What is the best way to organize receipts for taxes?

One folder per month, one naming pattern (date, seller, amount), and tags for your tax categories. It works with Finder alone.

Do I need to keep paper receipts?

In the US, the IRS accepts electronic copies that are accurate and readable. Elsewhere, check your country’s rules before you throw paper away.

What categories should I use for business receipts?

In the US, the expense lines of Schedule C: advertising, car and truck, office, supplies, travel, meals, utilities and so on.

How do I scan receipts into my Mac?

With an iPhone: in Finder, Control-click inside a folder and choose Import from iPhone › Scan Documents. The cropped PDF lands in that folder.

Kempt