AI UK SA302 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

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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

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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

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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

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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

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Frequently asked questions

What is UK SA302 processing?

UK SA302 processing is the workflow accounting and tax firms use to receive, extract, validate and organize data from SA302 tax calculation forms. Our AI UK SA302 data extraction software automates this entire process to reduce manual effort, eliminate errors and speed up tax preparation. It ensures that taxpayer data, income and tax calculations are accurate and recorded correctly in accounting and compliance systems.

What is UK SA302 data extraction?

UK SA302 data extraction is the process of reading SA302 tax calculation forms and pulling key details like taxpayer information, income, tax due, reference numbers and year-specific calculations. Our AI platform automates UK SA302 data extraction, transforming complex tax documents into structured data ready for your accounting, compliance and tax preparation systems.

What is UK SA302 extraction?

UK SA302 extraction is the automatic capture of key data from SA302 tax calculation forms using AI. Our UK SA302 extraction software combines reading order models, OCR, LLMs, RAG and more to convert taxpayer and tax details with high accuracy and faster processing times.

What is an UK SA302 parser?

A UK SA302 parser is software that automatically reads and extracts data from SA302 tax calculation forms. It converts these forms into structured formats your systems can use immediately. Our AI UK SA302 parser handles variations in layout and format while learning from every interaction, ensuring taxpayer information, tax calculations and income details are captured accurately and ready for your tax, accounting and compliance workflows.

What is UK SA302 line extraction?

UK SA302 line extraction captures row-level data from tax calculation tables â€“ like income sources, deductions and calculations â€“ and turns it into structured, usable formats while preserving the relationships between each data point. Our AI handles grouped data, checkboxes and complex mapping with precision, ensuring accuracy across your tax workflows.

What data fields can Affinda's AI UK SA302 processing software extract?

Affinda's AI UK SA302 processing platform can extract data from any field on a tax calculation form. Standard data fields include:

Taxpayer & Document Information

Taxpayer Name / UTR: Full name of the taxpayer and their Unique Taxpayer Reference number.
Tax Year: The assessment year the calculation covers, typically shown as YYYY-YY format.
National Insurance Number: The taxpayer's NI number when included on the form.
Reference Numbers: SA reference, submission ID and any other unique identifiers used by HMRC.
Issue Date / Calculation Date: Date the SA302 was generated or issued.
Address: Taxpayer's registered address shown on the calculation.

Income & Tax Calculation Details

Total Income: Aggregate income figure before deductions and allowances.
Income Sources: Breakdown by category â€“ employment, self-employment, dividends, interest, property, pensions and other sources.
Allowances & Deductions: Personal allowance, pension contributions, charitable donations and other reliefs applied.
Taxable Income: Net income after allowances and deductions.
Tax Due / Tax Owed: Total amount of tax calculated for the year.
Tax Bands & Rates: Breakdown of tax charged at different rates â€“ basic, higher and additional rate bands.
Payments on Account: Amounts already paid or due under self-assessment payment schedules.
Balancing Payment / Refund: Final payment due or refund owed after crediting payments already made.

Other Fields

Page Numbers: Multi-page form indexing.
Checkboxes & Flags: Indicators for specific tax treatments, elections or reliefs claimed.
Notes / Adjustments: Freeform text explaining adjustments or special circumstances.

Need something specific to your workflow? Define custom fields in the UI or describe them in plain language and Affinda will extract them automatically.

What file types does Affinda's AI UK SA302 processing solution support?

Our AI agents can process any file type. Supported file types include PDF, JPG/JPEG, PNG, TIFF, DOC/DOCUK SA302 (Word), UK SA302LSUK SA302 (Excel), HTML and TUK SA302T/CSV.

How does Affinda process SA302s and extract UK SA302 data?

Affinda's AI agents read, extract and validate UK SA302 data. Our platform is intuitive to set up and easily integrates into your systems. Simply:

Upload your SA302s 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 SA302 data directly within your systems.

The result? Faster, more accurate UK SA302 processing with minimal manual input.

Can Affinda extract data from scanned or image-based SA302s?

Yes. Our AI UK SA302 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 SA302 automation platform support?

Our AI SA302 processing platform can automatically detect and process SA302 forms in 50+ languages, including multilingual SA302s 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?

Yes. Our AI UK SA302 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 using our APIs â€“ whatever suits your workflow best.

What are some examples of AI UK SA302 workflow automations?

AI UK SA302 processing helps automate and streamline tax workflows across business units such as:

Tax Preparation Teams: Accelerate self-assessment workflows by extracting taxpayer details, income sources, deductions and tax calculations from any SA302 format. Business-rule validation flags inconsistencies like missing references, calculation errors or mismatched tax years before submission.
Accounting Firms: Handle higher SA302 volumes during tax season with self-learning AI that adapts to HMRC format changes, simplifying client onboarding and reducing manual data entry across your practice management systems.
Compliance and Audit Teams: Feed structured SA302 data directly into your compliance platforms to improve audit trails, support regulatory reporting and enhance visibility across client portfolios.

What is an UK SA302 OCR data extractor?

A UK SA302 optical character recognition (OCR) data extractor scans and accurately captures information from SA302 tax calculation forms, regardless of format or language. Upload SA302 documents in PDF, JPG or PNG formats. The OCR technology first converts the documents into a text layer, ensuring all text (even from scans, photos or printed forms) is captured. Affinda's AI models then identify and extract key fields such as taxpayer details, UTR and reference numbers, tax year, income sources, calculations, tax due and payments on account, transforming them into structured, usable data.

This automation eliminates manual data entry, reduces errors and saves time. Once the SA302 data is captured and structured, our AI UK SA302 processing pipeline can apply business-rule validation and post-processing to enable seamless integration with tax, accounting and compliance systems.Accounting firms, tax professionals and finance teams across the UK rely on Affinda's AI for their tax preparation, audit support and compliance workflows, streamlining operations and improving overall accuracy.

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The AI platform for UK SA302 processing

How to automate UK SA302 processing with Affinda's AI

Upload your SA302s, your way

Watch as it extracts your UK SA302 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

Affinda's AI reads, understands and extracts data from any UK SA302 or document

Pathway 1: Use our AI integrations agent

Pathway 2: Write your own code

Get AI agents to process your SA302s

Automate UK SA302 processing with 99%+ accuracy

See ROI in weeks, not months

AI that instantly learns from your UK SA302 and adapts

Easy integration, zero disruption

Configure your UK SA302 model, customize and maintain control

Enterprise-grade security

Combine the best of artificial and human intelligence

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Automating their processes with AI

95%

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120,000

82%

300,000

80

60%

76%

30%

85,000

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