AI Document Importer

What This Is

The AI Document Importer lets you upload your tax documents directly, so your accountant doesn't need to chase you for paperwork or type everything up by hand. You simply upload your documents and tell us where they should go — our importer reads them, and your accountant reviews everything before it's added to your account.

Getting Started

From your software dashboard, select Document Importer from the left-hand menu.
This opens the Document Importer in a new browser tab.

Creating a New Bundle

A “bundle” is simply a batch of documents you're uploading together — for example, all your July paperwork.

Select Create new bundle.
Give the bundle a name you'll recognise later (e.g. “July documents”).
Check the tax year is correct.
Optional: add any notes that might help — for example, anything unusual about this batch of documents.
Select Create.

Uploading Your Documents

Drag and drop your documents into the upload area, or select Browse files.
Accepted file types are PDF and images (JPG, PNG). CSV, Word, and RTF files aren't currently supported.

Note: If you're uploading a photo of a document, make sure it's a clear, full, front-on image. Angled or partial photos may not be read correctly.

Assigning a Business Source

For each document, you'll need to tell us where it belongs. This helps our AI put the information in the right place. Use the table below as a guide:

Business Source	What it's for	Example documents
Self-employed business	Transactional income/expense items specific to your self-employed business.	Bank statements, expense receipts for the business, CIS payment and deduction statements.
Landlord business	Transactional income/expense items specific to your rental property business.	Rental statements, mortgage statements, gas safety inspection invoices, property maintenance expenses.
Uncategorised	For large bank statements (more than 3 pages long). The transactions are imported into Record Keeping as unassigned — exactly like a bank feed — so they can be categorised individually, or picked up automatically by your existing transaction rules.	Large bank statements (more than 3 pages long).
Import straight into the tax return	For documents where the totals should feed directly into your tax return, rather than being broken down into individual transactions.	Tax certificates, investment packs, CGT summaries, P60s, pension P60s, bank interest statements.

If every document in this batch belongs to the same source, untick Select Individually to apply one source to all of them at once. Otherwise, choose a source for each document individually from the dropdown.

Once every document has a source assigned, select Upload.

Assigned the Wrong Business Source?

If you selected the wrong business source for a document, don't worry — you can fix it before it's imported:

Go back into the bundle.
Delete the document using the red bin icon next to it.
Re-upload the document and assign it to the correct business source.

The document will then be re-analysed with the correct source applied. Documents can't have their source changed after upload — they need to be removed and re-added.

What Happens Next

Your documents will show as Analysing while our AI reads them — this generally takes about a minute per document, depending on its size.
Once ready, your accountant will review the extracted information before anything is added to your Record Keeping or Tax Return.
You don't need to do anything further once you've uploaded and assigned your documents — your accountant will take it from here.

A Few Things to Keep in Mind

Large bank statements (more than 4 pages) are best assigned as Uncategorised rather than to a specific business.
Your documents are held within the Document Importer for your accountant's review — this is a normal part of the process.
This tool currently supports documents for the 2025–26 tax year, with support for 2026–27 documents being refined.

FAQ's

What type of document can I use?

Currently our AI document reader will only accept PDF & Picture images (JPG,PNG) if you have a Word, CSV, RTF or Excel document, you will need to save this as a PDF then you can upload this.

Can I change the Tax year while creating a bundle?

You cannot currently change the tax year while creating your bundle, the AI tool will read the correct date from your bundle and automatically assign this to the correct Tax year within the software.

Error uploading document

If your document will not upload correctly please check the document type-PDF/CSV/JPG etc.
Check for any zero value lines, any line with a zero value will need to be removed before the document can be uploaded.
Check the quality of any pictures and use the hints in 'AI Document reader failed to read transactions' to make sure you are using the best quality picture.
Check the document name, it cannot include #, remove this from the document name and try uploading again.

If none of these steps work, please contact our support team here please include the details of the type of document you are trying to upload.

AI Document Importer failed to read transactions

If your document has a variety of different items on one large PDF it may help to break it down into smaller PDF documents.

If you are using a picture image, the picture might not be of a suitable quality, you may need to retake the picture - please make sure all pictures are taken with good lighting and a full front-on image, partial or angled images may fail to read correctly.

Can I remove personal transactions before uploading?

You can use the Additional AI prompt box during upload to ask the AI tool to ignore certain transactions, or to add context to the transactions if they are not clear on the document.

Can I correct transactions in an Imported bundle in the Document Importer if some are wrong?

If you have an Imported a bundle in the software and notice that some transactions are incorrect you will need ask your tax agent to edit or delete the incorrect lines within the software itself. If they delete the full bundle you can then re-upload through the AI Document Importer.

Can I add to a Bundle once it is Imported?

No, once a Bundle is Imported to the software you cannot add to that bundle, to add further documents you will need to create a new Bundle and have your tax agent complete a new Import.

Can I correct or remove a whole document if it is wrong?

You can remove an incorrect document from the bundle before this is passed to your tax agent to review and Import into the software, this can be discarded in the assigning business sources stage by clicking the red bin beside the incorrect document.

Or, if your tax agent has completed the Import you can ask them to delete the transactions within the software.

Need help?

If you need any help or have any questions about your subscription can contact your accounting firm or our Digital Tax Software support team by submitting a ticket at the bottom of the page.