Which documents can I upload?
TaxOrch recognises common local forms on sight as well as general business paperwork. The table shows the kinds of documents it reads and what it takes from them.
| Document | Examples | What it extracts |
|---|---|---|
| Employment income forms | W-2 (US), P60 (UK), payslips | Gross pay, tax withheld, employer, period |
| Contractor and investment forms | US 1099 information returns | Payer, amount, form type, tax year |
| Receipts | Photos or scans of purchase receipts | Supplier, date, total, tax amount, category |
| Invoices | Sales and purchase invoices, PDF or scanned | Invoice number, parties, lines, net, tax and gross |
| Statements | Bank statement exports | Transactions for matching against receipts |
Coverage of local forms differs by country. If a form is not recognised, TaxOrch still reads the text and tells you which fields it could not confirm rather than filling them in.
How does the extraction work?
- 1UploadDrop in a PDF, a scan or a phone photo. Files are stored privately and served only through the authenticated app.
- 2ReadText and layout are read, including scanned and flattened documents, and the document type is identified.
- 3Extract typed fieldsEach value is extracted into a typed field: an amount is a decimal amount, a date is a date, a tax ID is checked against its national format.
- 4CheckTotals are checked against their lines, duplicates are flagged and fields that could not be read are labelled as missing.
- 5UseThe fields feed the calculators, your bookkeeping or a client case, each still linked to its source document.
Amounts are taken only from the document itself, never guessed. TaxOrch also works out what a document is about, such as who the supplier is and why the purchase was made, and that understanding is checked against the text. If a total cannot be read, the field stays empty and flagged instead of showing a made-up figure.
How does it find what is missing?
Once your documents are read, any field that could not be confirmed is labelled as missing rather than filled in. Receipts can be matched against your bank transactions, and in the books TaxOrch lists findings such as duplicates, misposted entries and missed deductions for you to review before a deadline rather than after.
For businesses, receipts and invoices become draft journal entries in exact decimal double entry. No entry posts until a person approves it.
How is my data protected?
- Uploaded files are kept in private storage and are only reachable through the signed-in app, not by public link.
- Your documents are never used to improve the product without your explicit opt-in.
- Every read, extraction and change is recorded in an audit log.
- Enterprises can choose a private deployment so documents stay on their own infrastructure.
Read more about how TaxOrch handles your data and our security practices.
Who uses document upload?
Freelancers upload receipts through the year so expenses are ready when the return is. Small businesses turn invoices and receipts into draft bookkeeping entries. Accountants collect client documents into a case with a reviewer gate. Try it with a demo account.
Frequently asked questions
Can TaxOrch read a photo of a receipt?
- Yes. It reads photos, scans and PDFs, including flattened documents. If a field such as the total cannot be read reliably, it is flagged as missing rather than filled in with a guess.
Does the AI make up amounts it cannot read?
- No. Amounts come only from the document itself.
Are my uploaded documents private?
- Yes. Files are held in private storage, reachable only through the signed-in app, and never used to improve the product without your explicit opt-in.
Do extracted receipts post straight to my books?
- No. They become draft entries, and no journal entry posts until a person approves it.
Related on TaxOrch
- Data privacyHow documents are stored and who can see them.
- Deduction finderTurn receipts into expenses you can claim.
- Tax calculatorEstimates built on your extracted figures.
- Request a demo accountTry it on your own questions.