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  CLIENT PDF COMPILER   —   a free tool from SUM-IT (itsummary.in)
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Combine all the Word, Excel and PDF files in a folder into ONE tidy PDF —
perfect for putting together a client's complete tax deliverable (ITR
summary + tax payment challans + filing acknowledgement + annexures) as a
single, professional document.

  •  Runs entirely on YOUR computer.
  •  Your client files are NEVER uploaded to the internet or to us.
  •  Free to use and share.


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  WHAT YOU NEED (one-time)
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1. A Windows computer with Microsoft Word and Excel installed.
   (These are used to convert .docx and .xlsx files to PDF so they look
    exactly like the originals. If you don't have Office, the tool still
    merges PDF files — it just can't convert Word/Excel.)

2. Python 3.9 or newer.
   If you don't already have it:
     •  Go to  https://www.python.org/downloads/
     •  Download and run the installer
     •  IMPORTANT: on the first screen, tick the box
        "Add Python to PATH"  before clicking Install.


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  SETUP (one-time, about 2 minutes)
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1. Unzip this folder anywhere you like (e.g. your Desktop).

2. Open the folder. Click in the address bar at the top of the window,
   type   cmd   and press Enter. A black Command Prompt window opens,
   already pointing at this folder.

3. Type this line and press Enter:

       pip install -r requirements.txt

   Wait for it to finish (it downloads two small helper libraries).
   You only ever have to do this once on a given computer.


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  HOW TO USE IT (every time)
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1. Put all the files for one client into a single folder — the ITR
   summary, challans, acknowledgement, annexures, etc. They can be
   Word, Excel or PDF files, mixed together.

2. Double-click   "Run PDF Compiler.bat"   in this folder.
   A window titled "Client PDF Compiler" opens.

3. Click  "Choose folder…"  and select that client's folder.
   The tool lists every Word, Excel and PDF file it found.

4. The files will be merged in the order shown, top to bottom.
   To change the order, click a file and use the  ▲ Up  /  ▼ Down
   buttons. Use  Remove  to leave a file out.

5. (Optional) Change the output file name if you wish.

6. Click  "Create consolidated PDF".
   The finished file is saved INTO THE SAME client folder, named
   "client tax report.pdf" (or whatever name you chose).

That's it. The single PDF is ready to send to your client.


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  TROUBLESHOOTING
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"python is not recognized..."
   Python isn't installed, or wasn't added to PATH. Re-run the Python
   installer and make sure you tick "Add Python to PATH".

"No module named pypdf" (or pywin32)
   You skipped the setup step. Open cmd in this folder and run:
       pip install -r requirements.txt

A Word or Excel file was skipped
   Make sure Microsoft Word/Excel is installed and that the file isn't
   open in another window while you run the tool. Close the file and
   click "Refresh", then try again.

The output PDF isn't in the list
   That's intentional — the tool never includes its own output file.
   Click "Refresh" if you've added new files to the folder.


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  A NOTE ON PRIVACY
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This tool does everything on your own machine. Nothing is sent over the
internet, nothing is stored anywhere outside your computer, and SUM-IT
never sees your client files. You can even run it with your internet
disconnected.

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  Made by SUM-IT  ·  Income Tax summary reports from ITR JSON
  https://itsummary.in
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