- 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.)
Bank Statements
Upload PDF/CSV/XLSX. Monthly or quarterly statements accepted. CSV/XLSX preferred for clean totals.
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.
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 bank statements, CIS, mileage, and HMRC letters
- 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.
About TaxSense™
TaxSense™ is a digital record-keeping and intake system designed to support HMRC’s Making Tax Digital (MTD) requirements and modern compliance workflows.
The system standardises how financial records, statements, mileage, and correspondence are collected, logged, and prepared — ensuring data is captured in a structured, auditable format that aligns with HMRC’s expectations for digital records.
By prioritising clean CSV/XLSX data, consistent client identification, and staff accountability, TaxSense™ creates a reliable foundation for MTD submissions, compliance reviews, and historical audit trails.
Advanced automation and AI-assisted processing are layered on top of this foundation to enhance accuracy, speed, and insight — never at the expense of compliance or data integrity.
TaxSense™ is built to support bookkeepers, accountants, and tax professionals operating in an increasingly digital HMRC environment.