1. Inventory
Files are listed with path, likely year, likely document family, readable-text status and duplicate signals.
United Kingdom
Self Assessment client intake
First review of a Self Assessment folder: documents received, gaps to resolve, accountant memo and client follow-up email.
Use it when client material arrives as mixed PDFs, images, exports and supporting records. The intake classifies the folder, extracts readable text and prepares a work pack before the return is prepared or checked.
Intake steps
From client folder to work pack
The first operational pass answers the practical questions: what has arrived, what is readable, what seems missing and what the client needs to clarify.
2. Extract
Text is extracted from PDFs; local OCR can be used for scans and images when the environment supports it.
3. Draft
The summary links documents, reading status and open points to a concise accountant memo and specific client follow-up questions.
Documents
Documents the intake organises
The intake is designed around the document families that typically arrive before Self Assessment preparation.
Employment and pensions
- P60, P45, P11D and payslips.
- Pension statements and taxable benefits support.
- Student loan, gift aid and pension contribution support.
Income and gains
- Self-employment, partnership and property records.
- Foreign income, investment statements and capital gains schedules.
- Bank statements, bookkeeping exports and invoices.
Open questions
- Missing statements, unclear tax years and unreadable scans.
- Expense support, mileage, home-office costs and property costs.
- VAT records and related supporting documents.
Files produced
A work pack for the accountant
The outputs keep documents, reading status and open points tied back to the folder and extracted snippets.
| Output | Use | Detail |
|---|---|---|
| Inventory | Open the file work pack with document types, paths and likely years already listed. | Conservative categories and readable-text status. |
| Missing documents | Turn file gaps into clear client requests. | Folder-supported client requests. |
| Accountant memo | Summarise what was found, what is uncertain and what needs follow-up. | Document-linked summary and extracted facts. |
| Client email draft | Ask for the exact documents or clarifications needed to continue. | Draft for client follow-up. |
Installation
Install in Codex
From Codex desktop, provide the client folder, target tax year and output folder; the work files are written locally.