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Tax Folders

Whenever you present a completed income tax return, end-of-year statement, or other important financial document to a client, you want it to stay safe and secure — and you also want to give it the gravitas and professionalism it deserves, as opposed to something that looks cheap and amateurish. Customize these presentation folders with your tax or accounting firm's logo, contact information, and other design elements to give recipients a continual reminder of your brand.

Browse Tax Folders by Type

Letter Size Folders Letter Size Folders (106)

Perfect size for presenting income tax returns to clients in a professional manner.

Legal Size Folders Legal Size Folders (13)

Give clients contracts, invoices or other legal-size documents in style.

Expandable Folders Expandable Folders (34)

Best choice when you need to provide clients with a lot of important documents or envelopes at once.

Reinforced Folders Reinforced Folders (32)

Withstand extra wear-and-tear, ideal for folders related to long-term financial planning.

File Folders File Folders (25)

Keep multiple packets of information well-organized with tabs in a variety of positions.

Tri-Fold Folders Document Folders (9)

Ideal for preparing invoices or other small documents related to your financial business.

 

Popular Folders for Income Tax Returns

 

Printed Tax Folder Designs

 

 

Customization Tips & Ideas

Tabs Tabs — For tax return folders, consider choosing a file folder and including the relevant tax year on the tab to help clients stay organized.
Textured Stocks Textured Stocks — Stocks with detailed textures (such as linen or tweed) add an engaging tactile element and give your design a more refined, approachable look.
Windows Windows — A die-cut window allows you to quickly and efficiently personalize your folder without variable printing. Print the client’s name on a cover sheet inside, positioned so that it shows through the window.
Foil Stamping Foil Stamping — Metallic foil stamps are a popular option for many accountants who want to convey a sense of luxury and prestige.
Business Card Slots Business Card Slots — Be sure to include slots in your folder for a copy of your business card, giving clients a portable copy of your contact information.
Spine Attachments Spine Attachments — This accessory acts as an organizer for three-hole punched papers within your folder, allowing you to present a tax refund information packet or IRS documents meant to be read in sequence.
 

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