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.

Get Started
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.

  • AI-powered OCR extraction
  • 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?

Designed to simplify your MTD workflow

Less Manual Data Entry

AI handles the tedious extraction and categorisation work.

Fewer Errors

AI categorisation reduces manual entry mistakes.

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?

Sign up now, or talk to our team to find out how TaxStats Source can help with your MTD ITSA compliance.