> ## Documentation Index
> Fetch the complete documentation index at: https://tax-layer.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Upload documents

> Getting invoices and receipts into TaxLayer

Every invoice and receipt you give TaxLayer is read automatically: supplier or customer, VAT number, date, net, VAT and total. You check the result; you don't type it.

## Three ways in

| Way | How | Plan |
| - | - | - |
| **Upload** | Documents › **Upload**, drop files in | All plans |
| **WhatsApp** | Register your phone, send photos or PDFs to the TaxLayer number | Pro, Premium |
| **Email** | Connect a Gmail or Outlook inbox; attachments are picked up every 15 minutes | Pro, Premium |

See [WhatsApp scanner](https://tax-layer.mintlify.site/documents/whatsapp-scanner.md) and [Email inboxes](https://tax-layer.mintlify.site/documents/email-inboxes.md).

## Uploading

1. Open **Documents** in the sidebar and press **Upload**.
2. Drag files onto *Drag and drop your documents here*, or click to browse. Firms can pick a client first, or leave *Let TaxLayer match the client automatically*.
3. Press **Start AI Parsing**.
4. Each file shows a result: its status, *Split into 3 invoices* if one file held several documents, or *Duplicate of #1234* if you already uploaded it.

![The Upload window with the drop zone and Start AI Parsing](https://mintcdn.com/tax-layer/hJXFtR1rvWaDjMkL/images/upload-documents-modal.png?fit=max\&auto=format\&n=hJXFtR1rvWaDjMkL\&q=85\&s=2c10061a02de364483f1608d7de4175a)

**Accepted files:** PDF, PNG, JPG, JPEG, TIFF, up to 20 MB each. A file with several documents in it is split automatically; only the first 20 pages are read.

> [!NOTE]
>
> The upload window also lists CSV, XLSX and DOCX. Those are refused by the server — use PDF or an image. Spreadsheets from your accounting system go to **Books & ledgers** instead.

## What happens next

Documents move through statuses as they are read. Most go from upload to **Ready** in under a minute. **Review needed** means something didn't read cleanly — open the document, check the *Errors* tab, fix what it asks for and press **Resolved**.

Once read, a document lands in a group on the Documents page — **Review**, **Awaiting payment**, **Paid** or **Other**. See [The Documents page](https://tax-layer.mintlify.site/documents/statuses.md).

## Fixing what was read

Open a document. The *Data* tab shows the parties, document details, totals and line items. Hover a field and press **Edit** to correct it. A value marked *from myDATA* couldn't be read from the file and was filled from the matching AADE record.

## Duplicates

TaxLayer refuses the same file twice and flags the same document arriving a second time (same supplier, number and total, or the same myDATA MARK). Duplicates appear in the **Review** group with *Duplicate* on them.

## Free plan limit

The Free plan processes **10 documents in total** (bank statements count). Past that, uploads are kept but not read, and show *Over your plan's limit*. They are processed automatically when you upgrade.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.