Simple 4-Step Process

From Receipt to HMRC Submission
in Minutes

TaxStats Source handles the entire MTD ITSA workflow. Upload your documents, let AI do the heavy lifting, and submit to HMRC with confidence.

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01

Upload Your Documents

Drag and drop your receipts, invoices, and bank statements. Snap photos with your phone, forward emails, or sync from cloud storage. We accept PDF, PNG, JPG, and HEIC files.

  • Drag & drop or click to upload
  • Mobile camera capture supported
  • Email forwarding to your unique address
  • Auto-sync from Google Drive & Dropbox
  • Bank statement PDF import
02

AI Categorises Everything

Our Claude AI reads each document, extracts key data (dates, amounts, vendors, VAT), and automatically assigns the correct HMRC tax category. No manual data entry required.

  • 99%+ OCR accuracy
  • Automatic date & amount extraction
  • Smart category suggestions
  • VAT identification & calculation
  • Learns from your corrections
03

Review & Confirm

Check the AI's work in a clean dashboard. Adjust categories if needed, add notes, and confirm each transaction. Your real-time tax position updates as you go.

  • Visual document preview
  • One-click category changes
  • Real-time tax calculations
  • Ask AI questions about your documents
  • Flag items for review
04

Submit to HMRC

When you're ready, submit your quarterly update directly to HMRC through the MTD API. Get instant confirmation and a full audit trail for your records.

  • Direct HMRC MTD API connection
  • One-click quarterly submission
  • Instant HMRC confirmation
  • Full submission history
  • Deadline reminders & alerts

Why Choose TaxStats Source?

Real benefits from real users

Save 10+ Hours Per Quarter

No more manual data entry or spreadsheet wrangling.

Reduce Errors by 95%

AI catches mistakes humans miss.

Never Miss a Deadline

Automatic reminders keep you on track.

Audit-Ready Records

Every document stored and categorised for HMRC.

See It In Action

Watch how easy it is to process documents and submit to HMRC

Watch 2-minute demo

Ready to Get Started?

Join thousands of UK taxpayers who've simplified their MTD compliance. Try free for 14 days.