- 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 Uber, Bolt, Deliveroo or Just Eat statements. We total your earnings, fees and payouts for the period.
Mileage
Log your work mileage. We work out the claim — often a big one for drivers.
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.