• Create a Folder called TDS at D:\
• Create a sub-folder called Certificates at D:\TDS\
• Copy all TDS Certificates downloaded from TRACES website to the Location “D:\TDS\Certificates”
• Download below file “TDS Certificates PDF RENAMER” and move to Location D:\TDS

• Run below commands from command line

pip install pymupdf

python d:\tds\tdsren.py

tdsren.py

# ==========================================================
# https://www.planmytax.com/
#
# PlanMyTax TDS Certificate PDF Renamer
# 
# Original:
#     ABC123.pdf
#
# Renamed To:
#     TDS Certificate - FY27 - Deductor - 2026.04 to 2026.06 - Deductee - ABC123.pdf
#
# Requirements:
#     pip install pymupdf
# ==========================================================
 
import fitz  # PyMuPDF
import re
import os
from pathlib import Path
 
# ==========================================================
# CONFIGURATION
# ==========================================================
 
PDF_FOLDER = r"D:\TDS\Certificates"
 
# ==========================================================
# HELPERS
# ==========================================================
 
def clean_filename(text):
    """Remove invalid Windows filename characters"""
 
    if not text:
        return ""
 
    text = re.sub(r'[<>:"/\\|?*]', '', text)
    text = re.sub(r'\s+', ' ', text)
 
    return text.strip()
 
 
def convert_date_to_period(date_str):
    """
    Converts:
        01-Apr-2026
    To:
        2026.04
    """
 
    months = {
        'JAN': '01',
        'FEB': '02',
        'MAR': '03',
        'APR': '04',
        'MAY': '05',
        'JUN': '06',
        'JUL': '07',
        'AUG': '08',
        'SEP': '09',
        'OCT': '10',
        'NOV': '11',
        'DEC': '12'
    }
 
    m = re.search(
        r'(\d{1,2})[-/ ]([A-Za-z]{3})[-/ ](\d{4})',
        date_str,
        re.I
    )
 
    if not m:
        return None
 
    year = m.group(3)
    month = months.get(m.group(2).upper())
 
    if not month:
        return None
 
    return f"{year}.{month}"
 
 
def derive_fy(period_from):
    """
    period_from = 2026.04
    returns FY27
    """
 
    if not period_from:
        return "FY??"
 
    year = int(period_from[:4])
    month = int(period_from[5:7])
 
    if month >= 4:
        return f"FY{str(year + 1)[-2:]}"
    else:
        return f"FY{str(year)[-2:]}"
 
 
def extract_text(pdf_file):
 
    text = ""
 
    pdf = fitz.open(pdf_file)
 
    for page in pdf:
        text += page.get_text("text")
 
    pdf.close()
 
    return text
 
 
# ==========================================================
# FIELD EXTRACTION
# ==========================================================
 
def extract_fields(text):
 
    deductor = ""
    deductee = ""
    period_from = ""
    period_to = ""
 
    # ------------------------------------------------------
    # DEDUCTOR
    # ------------------------------------------------------
 
    m = re.search(
        r'Name\s+and\s+Address\s+of\s+the\s+Deductor\s*(.*?)\n',
        text,
        re.I | re.S
    )
 
    if m:
        deductor = clean_filename(m.group(1))
 
    # ------------------------------------------------------
    # DEDUCTEE
    # ------------------------------------------------------
 
    m = re.search(
        r'Name\s+and\s+Address\s+of\s+the\s+Deductee\s*(.*?)\n',
        text,
        re.I | re.S
    )
 
    if m:
        deductee = clean_filename(m.group(1))
 
    # ------------------------------------------------------
    # PERIOD
    # ------------------------------------------------------
 
    m = re.search(
        r'Period\s+From\s+([^\n]+?)\s+To\s+([^\n]+)',
        text,
        re.I
    )
 
    if m:
        period_from = convert_date_to_period(m.group(1))
        period_to = convert_date_to_period(m.group(2))
 
    return deductor, deductee, period_from, period_to
 
 
# ==========================================================
# MAIN
# ==========================================================
 
folder = Path(PDF_FOLDER)
 
if not folder.exists():
    print(f"Folder not found: {PDF_FOLDER}")
    raise SystemExit
 
print(f"\nProcessing folder: {folder}\n")
 
for pdf_file in folder.glob("*.pdf"):
 
    try:
 
        # --------------------------------------------------
        # Skip already processed files
        # --------------------------------------------------
 
        if pdf_file.stem.startswith("TDS Certificate - "):
            print(f"SKIPPED (already renamed): {pdf_file.name}")
            continue
 
        text = extract_text(pdf_file)
 
        deductor, deductee, pfrom, pto = extract_fields(text)
 
        # --------------------------------------------------
        # Defaults
        # --------------------------------------------------
 
        if not deductor:
            deductor = "Unknown Client"
 
        if not deductee:
            deductee = "Unknown Supplier"
 
        # --------------------------------------------------
        # Financial Year
        # Derived from Period From
        # --------------------------------------------------
 
        fy = derive_fy(pfrom)
 
        # --------------------------------------------------
        # Period
        # --------------------------------------------------
 
        if pfrom and pto:
 
            if pfrom == pto:
                period = pfrom
            else:
                period = f"{pfrom} to {pto}"
 
        else:
            period = "Unknown Period"
 
        # --------------------------------------------------
        # Prevent excessively long filenames
        # --------------------------------------------------
 
        deductor = deductor[:50]
        deductee = deductee[:50]
 
        # --------------------------------------------------
        # Keep Original Filename
        # --------------------------------------------------
 
        original_name = pdf_file.stem
 
        prefix = (
            f"TDS Certificate - {fy}"
            f" - {deductor}"
            f" - {period}"
            f" - {deductee}"
        )
 
        new_name = (
            prefix
            + " - "
            + original_name
            + pdf_file.suffix
        )
 
        new_name = clean_filename(new_name)
 
        new_path = pdf_file.with_name(new_name)
 
        # --------------------------------------------------
        # Diagnostic Output
        # --------------------------------------------------
 
        print("\n------------------------------------------")
        print("File      :", pdf_file.name)
        print("FY        :", fy)
        print("Deductor  :", deductor)
        print("Deductee  :", deductee)
        print("Period    :", period)
        print("------------------------------------------")
 
        # --------------------------------------------------
        # Rename
        # --------------------------------------------------
 
        if new_path.exists():
            print("TARGET EXISTS - SKIPPED")
            continue
 
        os.rename(pdf_file, new_path)
 
        print("RENAMED TO:")
        print(new_name)
 
    except Exception as e:
 
        print(f"\nERROR: {pdf_file.name}")
        print(str(e))
 
print("\nCompleted.")