New Release: 12th March 2026

New Release: 12th March 2026

Earlier this year, we released enhanced visuals and several improvements to help VAT teams stay organized. Since then, the team has been preparing to support two significant new workflows:

1 Excel & CSV Data Imports: Designed to seamlessly ingest data from any accounting system that exports to Excel or CSV.

2 Automated Document Scanning: Intelligent AI-based scanning of receipts, bills, and invoices - the perfect solution for replacing manual 'Excel clients' or 'shoebox' bookkeeping for the self-employed.


Let's have a deeper look into both options and how they will be helping accountants and finance professionals.


Excel Entities: Import & Manage Spreadsheet Data


You can now create Excel Entities to bring transaction data into generate.TAX directly from Microsoft Excel or CSV files. This is ideal for clients who maintain manual books or use legacy systems that lack direct API integrations.  generate.TAX can help with accounting systems such as Sage, Microsoft Dynamics or NetSuite which do not have a native VAT module.  You may also download and use our Excel template to upload transactions in bulk.



Smart Mapping: Our new Map Import Fields step uses logic to automatically suggest matches between your file's columns and our required fields (Date, Amount, VAT, etc.).  This step is important so we know what data is being uploaded especially if you are not using the template we provide.




Flexible Templates: Use our standardized template or upload your existing file layout directly. Once imported, the Transactions Tab gives you total oversight (more details about this further down in this article). You can edit individual entries, delete rows, or use the Mass Update tool to categorize multiple transactions simultaneously.

Audit-Ready: Ensure data integrity before generating tax reports.  Each action is recorded so any changes by users are audited.

Key Benefit: Eliminates manual re-keying for generating tax returns and provides a "single source of truth" for spreadsheet-based clients.  generate.TAX will keep a copy of all transactions for each submitted tax return.


Receipts & Bills: AI-Powered Data Extraction


The Receipts & Bills entity type allows you to automate data entry by uploading photos or scanned documents. generate.TAX utilizes advanced AI to read documents and extract key financial data to map the tax rates and optionally a chart of accounts.



Quick Setup: A brief “Before you scan” guide helps you set your tax rates and an optional Chart of Accounts (COA) as these are important steps for our AI-technology to understand the business you are handling in the generate.TAX.



Bulk Background Processing: Drag and drop batches of JPEGs, PNGs, or PDFs of financial documents such as receipts, bills, invoices and credit notes. The system processes these in the background, updating your transaction list as results become available.  Every extracted line is linked to the original attachment, providing a clear audit trail and the ability to review and approve data extracted by the AI-technology.  This feature is currently in Beta. While our AI is highly accurate, we recommend a quick review and approval of all scanned data before this is processed for tax returns. 



Key Benefit: Drastically reduces manual data entry and "shoebox" accounting fatigue while maintaining 100% oversight.


Transactions Tab: Review, Edit, and Prepare Your Data


For both Excel and Receipts & Bills entities, the Transactions tab is where you see, filter, and refine all imported or scanned transaction data before it flows into returns and reports. The same tab is used for both entity types so you get a consistent workflow whether the data came from a spreadsheet or from AI-scanned documents.

The tab shows each transaction in a table with columns such as date, total (gross), net, tax, source type, invoice/bill number, contact type, account name, tax name, and description. You can customise which columns are visible and your choice is saved per entity, so you can focus on the fields that matter most. Filters on date, total, net, and tax let you narrow the list (e.g. to a date range or a certain amount band). 



You can edit a single transaction by clicking into a cell or opening an edit drawer: change date, amounts, tax rate, account, contact, or other fields, then save or cancel. Delete is available per row when you need to remove a duplicate or an invalid line. For Receipts entities, an attachments column lets you view or attach the original receipt or invoice to a transaction, so you always have an audit trail.



Benefits: One place to review and correct data from any source, with filters and column customisation to suit your workflow. Bulk actions and mark-as-reviewed reduce repetitive work and help you keep data ready for returns and reporting.

Chart of Accounts

Both the new Excel type and Scan Documents type can now optionally use a Chart of Accounts (COA) which can be used to generate Income Statements or P&L reports (coming soon later this year) within the platform.

Load a standard COA based on your entity’s country and needs of the business to avoid building structures from scratch with the ability to add, edit or remove rows and codes to match your specific reporting needs.

Template Library: Save your customized charts as Templates. These can be instantly loaded into new entities, ensuring consistency across your entire firm or group.


Key Benefit: Ensures reporting consistency and significantly reduces setup time for new clients.







Zapier Integration

generate.TAX is now on Zapier!  You can now connect your systems to generate.TAX by using the trigger points we created:

1) Create & Edit an Entity
2) Create & Submit a Tax Submission

With these new triggers, you may now enhance your existing workflow to get notified or to get systems updated when something to an entity or to a tax submission in generate.TAX.

Note: This integration is being reviewed by Zapier and currently you can use this link to use this generate.TAX + Zapier integration.





This release also includes a number of small improvements and bug fixes including:

  1. Ability to pin Entities to the top of the Entities screen - ideal when handling several entities.
  2. Various UX improvements to the various workflows
  3. Locale-aware number formatting for digits shown by the system.
  4. Ability to see all submitted returns in the newly created Returns page - without the need to go in the Entity page to see a submitted return.