AI UK SA100 Processing & Data Extraction Software

Automating their processes with AI

Affinda has removed the laborious workload from our accounts staff, who now focus on quality assurance and management of any outliers.

- Nathaniel Barrs, CTO, PSC Insurance

95%

reduction in manual work

10×

more invoices processed with no added staff

Enhanced auditability and tracking of invoice approvals

Read full story

Customer satisfaction is always our top priority, and Affinda has helped us achieve that by eliminating phone calls, manual handling, and delays.

- Jorg Both, Head of Business Systems, Northline

120,000

proof of delivery documents processed annually

82%

of documents straight-through processed in the first weeks

Automatic validation of documents against ERP system

Read full story

Two recruitment specialists reviewing a list of candidates

Affinda's ongoing improvements in its AI models demonstrate its innovative approach in Document AI.

– Michael Zhao, AI Product Manager, SEEK

High accuracy parsing across multiple languages
Improved customer experience thanks to better structured data
Stronger compliance with international data security and software standards

Read full story

Affinda’s support and expertise were invaluable… The experience working with Affinda was excellent.

- Nick Tran, Business Analyst, StateCover Mutual

300,000

documents processed annually

80

different document types

60%

Enhanced auditability and tracking of invoice approvals

Read full story

Logistics manager reviewing paperwork onsite

The results have spoken for themselves. I recommend Affinda to anyone looking to enhance their product or business with AI capability.

- Steve O’Keeffe, CTO, Felix

76%

reduction in manual data input

30%

reduction in compliance data errors

85,000

compliance documents processed annually

Read full story

Frequently asked questions

What is UK SA100 processing?

UK SA100 processing is the workflow accounting and tax firms use to capture, extract and validate data from Self Assessment Tax Return forms. This includes taxpayer details, income sources, deductions, credits, tax due and reference numbers. Our AI UK SA100 processing software automates this entire workflow to eliminate manual data entry, reduce errors and speed up tax preparation. It ensures that data is accurate, compliant and ready to flow into your tax, accounting and compliance systems.

What is UK SA100 data extraction?

UK SA100 data extraction is the process of reading Self Assessment Tax Return forms and pulling key data points (such as taxpayer details, income sources, deductions, credits, tax due and reference numbers). Our platform uses advanced AI to automate UK SA100 data extraction, turning unstructured forms into structured data ready for your tax, accounting and compliance systems.

What is UK SA100 extraction?

UK SA100 extraction is the automatic capture of key data from Self Assessment Tax Return forms using AI. Our UK SA100 extraction software combines reading order models, OCR, LLMs, RAG and more to convert this information with high accuracy and faster processing times.

What is an UK SA100 parser?

A UK SA100 parser is software that automatically reads and extracts data from Self Assessment Tax Return forms. It converts unstructured forms into structured, machine-readable data. Our AI UK SA100 parser adapts to multi-page forms, grouped deductions and checkboxes – learning from every correction to handle complex tax form variations and deliver accurate data ready for your accounting and compliance systems.

What is UK SA100 line extraction?

UK SA100 line extraction captures itemized data from Self Assessment Tax Return forms – including income sources, deductions and credits – while preserving the relationships between connected fields. Our AI handles grouped deductions and multi-section forms, turning complex structured data into clean, usable information ready for your tax systems.

What data fields can Affinda’s AI UK SA100 processing software extract?

Affinda's AI UK SA100 processing platform can capture data from any field on a Self Assessment Tax Return. Standard data fields include:

Taxpayer Details

Name: Full name of the individual submitting the return.
Unique Taxpayer Reference (UTR): 10-digit reference number identifying the taxpayer.
National Insurance Number: UK national insurance identifier.
Address: Full residential or correspondence address of the taxpayer.
Date of Birth: Taxpayer's birth date for identification purposes.
Tax Year: The specific year covered by the Self Assessment return.

Income & Employment

Employment Income: Salary, wages and other employment earnings.
Self-Employment Income: Profits from sole trader or partnership activities.
Dividend Income: Dividends received from UK and foreign companies.
Interest Income: Interest from savings accounts, bonds and other sources.
Rental Income: Income from UK and overseas property.
Pension Income: State pension, private pension and annuity payments.
Other Income: Capital gains, foreign income and miscellaneous earnings.

Deductions & Allowances

Personal Allowance: Tax-free income threshold claimed.
Business Expenses: Allowable expenses for self-employed individuals.
Pension Contributions: Relief claimed for contributions to registered pension schemes.
Gift Aid Donations: Charitable donations eligible for tax relief.
Trading Losses: Losses carried forward or back from previous years.

Tax Calculation & Credits

Total Income: Sum of all income sources before deductions.
Taxable Income: Income after allowances and deductions.
Tax Due: Total tax liability calculated for the year.
Tax Already Paid: PAYE, tax deducted at source or payments on account.
Tax Credits: Credits claimed such as marriage allowance or blind person's allowance.
Amount Owed / Refund Due: Final balance to pay or receive.

Other Fields

Page Numbers: Position within multi-page returns.
Supplementary Pages: Additional forms such as SA103, SA105 or SA106.
Checkboxes & Indicators: Elections, claims and declarations marked throughout the form.

Need custom fields or a specific layout? Simply define them in the UI or describe them in natural language and Affinda will extract and structure them automatically.

What file types does Affinda’s AI UK SA100 processing solution support?

Our AI agents can process any file type.Supported file types include PDF, JPG/JPEG, PNG, TIFF, DOC/DOCUK SA100 (Word), UK SA100LSUK SA100 (Excel), HTML and TUK SA100T/CSV.

How does Affinda process UK SA100s and extract UK SA100 data?

Affinda's AI agents read, extract and validate UK SA100 data. Our platform is intuitive to set up and easily integrates into your systems. Simply:

Upload your UK SA100s via drag-and-drop, email or API.
Configure business logic to match your organization's rules and workflows.
Let Affinda check and validate extracted data against your business logic and tax, accounting and compliance systems to ensure accuracy.
Access structured Self Assessment Tax Return data directly within your systems.

The result? Faster, more accurate UK SA100 processing with minimal manual input.

Can Affinda extract data from scanned or image-based UK SA100s?

Yes. Our AI UK SA100 processing platform combines OCR with retrieval augmented generation (RAG), LLMs, agentic workflows, proprietary reading order algorithms and more, to automatically detect and process data from scanned or photographed invoices (PDF, JPG, PNG). Even low-quality images are automatically enhanced for reliable data capture and processing.

What language does Affinda’s AI UK SA100 automation platform support?

Our AI UK SA100 processing platform can automatically detect and process UK SA100s in 50+ languages, including multilingual UK SA100s containing more than one language.Supported languages include: Afrikaans, Albanian, Amharic, Arabic (Standard, Egyptian, Sudanese, Algerian, Moroccan, Levantine), Bahasa Indonesian, Bengali, Bhojpuri, Bulgarian, Burmese, Chinese (Mandarin [PRC/Taiwan], Cantonese, Wu, Min Nan, Jinyu, Xiang, Hakka), Croatian, Czech, Danish, Dutch, English, Estonian, Finnish, French, German, Greek, Gujarati, Hebrew, Hindi, Hungarian, Italian, Japanese, Javanese, Kannada, Korean, Latvian, Lingala, Lithuanian, Macedonian, Malayalam, Marathi, Nepali, Norwegian, Odia, Persian (Farsi), Polish, Portuguese, Punjabi (Western and Eastern), Romanian, Russian, Slovak, Slovenian, Somali, Spanish, Swahili, Tagalog, Tamil, Telugu, Thai, Turkish, Ukrainian, Urdu, Vietnamese, Yoruba.

Does Affinda integrate with tax, accounting and compliance systems?

Absolutely. Our AI UK SA100 processing platform integrates with 400+ downstream systems, including major tax, accounting and compliance platforms. You can build no-code integrations using our AI integrations agent, or create custom connections with our APIs – whatever works best for your UK SA100 data extraction workflow.

What are some examples of AI UK SA100 workflow automations?

AI UK SA100 processing helps automate and streamline tax workflows across accounting and finance functions such as:

Tax Preparation Teams: Accelerate Self Assessment processing by extracting taxpayer details, income sources, deductions and credits from any SA100 format. Business-rule validation flags returns that need review, catching missing UTRs, incorrect calculations, duplicate submissions and incomplete supplementary pages.
Audit & Compliance Teams: Use self-learning AI that adapts to SA100 variations and supplementary forms, simplifying audit trail creation and ensuring accurate record-keeping for HMRC compliance.
Finance / Accounting Systems: Feed structured SA100 data directly into your existing tax and accounting platforms to improve reconciliation accuracy, client visibility and operational scalability.

What is an UK SA100 OCR data extractor?

A UK SA100 optical character recognition (OCR) data extractor scans and captures information from Self Assessment Tax Return forms, regardless of format or language. Upload UK SA100 documents in PDF, JPG or PNG formats. The OCR technology converts the documents into a text layer, ensuring all text (even from scans, photos or handwritten forms) is captured. Affinda's AI models then identify and extract key fields such as taxpayer details, income sources, deductions, credits, tax due and reference numbers, transforming them into structured, usable data.This automation eliminates manual data entry, reduces errors and saves time. Once the UK SA100 data is captured and structured, our AI UK SA100 processing pipeline can apply machine validation and post-processing to enable seamless integration with tax, accounting and compliance systems.Accounting firms and tax professionals across the UK rely on Affinda's AI for their tax preparation, audit support and compliance workflows, streamlining operations and improving overall efficiency.

Click here

The AI platform for UK SA100 processing

How to automate UK SA100 processing with Affinda's AI

Upload your UK SA100s, your way

Watch as it extracts your UK SA100 data

Automatically route the data to your systems

Extract any information from any document, fast

Create models in seconds

Cleanse and transform data

Apply business logic

Pathway 1: Use our AI integrations agent

Pathway 2: Write your own code

Get AI agents to process your UK SA100s

Automate UK SA100 processing with 99%+ accuracy

See ROI in weeks, not months

AI that instantly learns from your UK SA100 and adapts

Easy integration, zero disruption

Configure your UK SA100 model, customize and maintain control

Enterprise-grade security

Combine the best of artificial and human intelligence

No need to talk to sales. Get started now

Sign up for free

Upload documents

See the magic

Automating their processes with AI

95%

10×

120,000

82%

300,000

80

60%

76%

30%

85,000

Try AI UK SA100 processing for free

Frequently asked questions

Discover the platform

See pricing, plain and simple

Explore

Pricing

Company

Learn more