- Staff name: Select your own name from the dropdown.
- Client name: Enter the client’s full name exactly as held on record.
- Email address: Use the client’s main email (the one we match in Airtable).
- Uploads: CSV or XLSX preferred where possible.
Maximum Rebate Staff Upload Portal
Choose what you’re uploading. Click Upload to open the form in a popup. (CSV/XLSX preferred for accuracy.)
CIS Statements
Upload CIS statements. We’ll total gross, CIS deducted, and net paid for the period.
Mileage
Add mileage trips for HMRC audit trail. Totals saved through the year.
HMRC Letters
Upload HMRC letters for LetterSense™ scan, explanation, and recommended next steps.
Receipts / Invoices
Upload expense receipts, supplier invoices, or proof of purchase for SmartScanit storage and expense processing.
📋 Recent Uploads
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TaxSense™ – Intelligent Tax Intake & Processing
TaxSense™ is SmartScanit’s AI-assisted tax intake and routing system, designed to standardise how client documents, data, and communications are captured, logged, and processed. It supports HMRC’s Making Tax Digital (MTD) requirements and modern compliance workflows.
Every submission made through this portal is automatically recorded with staff identity, client details, timestamps, and source information — creating a clear audit trail and ensuring each item is routed to the correct workflow.
- Consistent intake across CIS, mileage, HMRC letters, and receipts
- Automated logging for internal tracking and compliance
- Improved accuracy through preferred CSV/XLSX data sources
- Reduced manual handling and follow-up queries
TaxSense™ supports internal efficiency, audit readiness, and scalable tax operations — helping ensure every client submission is handled correctly, transparently, and on time.