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Download documents in bulk with filters and grouping

Learn how to download many documents at once from the Documents page, using filters and grouping to select exactly what you need.

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Written by Jelle Loos

How it works

Open Organization, then Documents. Filters decide which documents are in the list, and grouping decides what you can select in one go.

Download all documents of one type for a country

  1. Select Add filter, choose Country, and pick the country, for example Germany.

  2. Add a second filter: Document type, and select the type, for example VAT/GST return.

  3. Expand the entity and let its documents load. Then tick the box next to it to select all of them.

  4. Select Download. Loctax prepares a zip file. When it's ready, select Download in the message.

Download selected documents of one entity

  1. Select Clear all to clear the filters.

  2. Filter on Entity, for example Keenan Belgium NV, and on Document type, for example Corporate tax return.

  3. Tick the documents you need one by one, and select Download.

Combine filters and grouping

  1. Keep the filters you need, for example Document type: Corporate tax return.

  2. Select Group, and choose Year. Each year is now a group.

  3. Tick a year, for example 2025, to select every document of that year across all entities, and select Download.

Good to know

  • The zip keeps your grouping, with a folder for each group, such as each year.

  • You only see and download documents for the entities you have access to.

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