- Your name & email: enter them exactly as we hold them, so we can match your records.
- Tax year & quarter: select the period the records relate to.
- Files: CSV or XLSX preferred; clear PDF or photo also accepted.
Where You Stand
See your figures so far this year — income, expenses, CIS and profit by quarter, in one clear view.
Platform & Earnings Statements
Send your income summary or earnings records. We total your income and costs for the period.
Mileage
Log your work mileage. We work out the claim — often worth claiming for travel between jobs.
HMRC Letters
Had a letter from HMRC? Upload it and we'll explain what it means — in your language — and what to do next.
Ask Agent Max Rebate
Quick answers on MTD, expenses, mileage and deadlines — in your language, any time.
Bank Statement
Upload your bank statement (CSV or PDF) for the period. Stored securely and reviewed when we prepare your quarter.
Receipts / Invoices
Send your expense receipts and supplier invoices as you go — never lose a claim.
WhatsApp Upload
Prefer WhatsApp? Send your receipts, statements or photos straight to us and we'll file them to your account automatically.