Supported Tax Documents

Once a tax document is uploaded, the processing and extraction will generate high-quality structured data. This data can also be leveraged for Income & Employer Verification. Completeness Checks are currently not supported.

Tax Documents Criteria

Two types of tax documents will currently be processed by our system:

  • SA302: A summary of annual income and tax calculations. This can be either self-generated by the taxpayer or in the standard HMRC format (the “View Your Calculation” version).
  • Tax Overview: A summary of annual tax information only, provided in the standard HMRC format.

Tax documents must meet the following criteria:

  • PDFs, scans and pictures are accepted. Multiple tax documents may be saved into a singled PDF.
  • Tax documents must be unencrypted.