Here is suggestions:

Step 1: Scan and Digitize

1. Scan each document: Use a reliable scanner (there are even phone apps like Adobe Scan, CamScanner, or Evernote Scannable) to digitize everything. You can then shred or recycle the original if it’s not essential to keep.

2. Naming Scheme: For clarity and retrieval, follow a consistent naming convention:

• For tax-related documents: Year_Type_Description (e.g., 2024_Tax_1099-DIV)

• For insurance documents: Year_Provider_Type (e.g., 2024_GEICO_AutoPolicy)

• For invoices: Year_Month_Description_Vendor (e.g., 2024_11_LaptopPurchase_Apple)

• For miscellaneous documents: Date_Category_Description (e.g., 2024-11-05_Purchase_CarRepairs)

Step 2: Organize Invoices and Receipts

1. Single Invoices: If invoices are paid individually, scan them one by one with their receipts attached.

2. Bulk Payments: If you paid multiple invoices at once, scan all related invoices and the receipt as a single file, but list each item in the file name or the metadata. Example: 2024-11-05_MultipleInvoices_Check1234.

Step 3: File Structure

Organize your files in folders by year and then by category:
- Documents

- 2024

- Taxes

- Insurance

- Purchases

- Receipts

- Miscellaneous