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In this video tutorial, the presenter explains how to use a personal scanner to save files as PDFs, which is preferred for uploads to the Kenyan tax website. Using an Epson scanner as an example, the video notes that scanning software may vary, but many features remain consistent across devices. The presenter recommends selecting "text/line art" for document type to maintain smaller file sizes, while choosing "grayscale" for image type if available. The critical step is to select PDF as the document type. After choosing options, a preview scan is necessary before confirming the scan, allowing for multiple documents to be sent as PDFs.