Document workflow

A reviewable handover for UK teams

Yelnitax’s product direction is to put the source document beside extracted fields and review notes. For a UK team, the useful output is a clearer handover to its accountant, with gaps resolved before figures reach accounting software.

An extraction is a suggestion. A VAT category, allowable expense or reporting period needs review in the context of the business. The preview must not be read as an automated tax decision.

Choose a workflow before choosing an integration

Bring representative invoices and credit notes, the accounting package you use, your period boundaries and the exceptions that slow the team down. Agree a small acceptance sample before any connection or export is treated as operational.

The public site shows examples. Access, supported file types, exports and integrations must be confirmed separately; it is not an HMRC submission portal.

A practical handover workflow

1. Identify the business

   Record its legal form, VAT status, tax period and accountant. Keep Income Tax and VAT obligations separate.

2. Collect the evidence

   Group invoices, receipts and credit notes by business and period. Preserve originals and their source.

3. Review the fields

   Check supplier identity, invoice number, supply date, currency, net amount, VAT and gross total against the document.

4. Resolve exceptions

   Record the reason for missing information, duplicates or unusual tax treatment and assign an owner.

5. Agree the handover

   Test the target accounting software and export format with the accountant; confirm any required digital links.

6. Submit through the right service

   Use the authorised HMRC-compatible route for the relevant obligation. This public Yelnitax preview does not file returns.