Document List
The Documents page shows every document that has been brought into TaxLayer across all clients. From here you can filter by status, drill into individual documents, link documents to clients, and delete documents you no longer need.
Status filters
Five tabs at the top of the page filter the list by processing status. Each tab shows a count of matching documents.
All
Every document in the system
Processing
Documents currently being analysed and validated
Looks Good
Documents that passed all checks and are ready to use
Needs Review
Documents that have warnings or incomplete data requiring attention
Blocking
Documents with critical errors that prevent submission
For a full explanation of what each status means and what to do about it, see Document statuses below.
📸 Screenshot: Documents page with filters and table
Additional filters
Click the Filters button below the status tabs to open a filter panel with five additional dropdowns:
Direction
Whether the document is income or an expense
Category
The document category assigned during classification
Kind
The document kind
Variant
The document variant
TaxLayer doc type
The specific document type (e.g. Sales Invoice, Credit Note)
All active filters combine — a document must match every selected filter to appear. The Filters button shows a count of how many filters are currently active. Click Clear inside the panel to remove all filters at once.
Documents table
The table shows one document per row with the following columns:
(checkbox)
Select for bulk actions
Document
The document filename or identifier
Type
The document classification (e.g. Invoice, Credit Note)
Client
The client this document is linked to
Counterparty
The other party on the document (issuer or recipient, depending on direction)
Created Date
When the document was uploaded into TaxLayer
Amount
The document total amount
Status
Current processing status, shown as a colour-coded badge
Pagination
The table shows 20 documents per page by default. Use the page size selector to switch to 50 or 100. Use the arrow controls to navigate between pages. The header shows the current range (e.g., "Showing 1–20 of 150").
Opening a document
Click any row to open the document details page for that document.
Bulk actions
Select one or more documents using the row checkboxes to reveal the Actions menu in the table header.
Link selected documents to a client
Use this to assign an unlinked document (or a batch of documents) to a client in one step.
- Select the documents you want to link.
- Click Actions → Link client for selected (n).
- The Link Client modal opens. Search for and select the client.
- Confirm.
All selected documents are linked to that client.
Delete selected documents
- Select the documents you want to delete.
- Click Actions → Delete selected (n).
- Confirm the deletion.
Warning: Deletion is permanent. Deleted documents and their extracted data cannot be recovered.
Document statuses
Looks Good
The document passed all validation checks. The extracted data is complete and no issues were detected.
What to do: No action required. The document is ready to use.
Needs Review
The document was processed successfully but one or more warnings were found. This could be incomplete data, a field that could not be confidently extracted, or a non-critical rule that was not met.
What to do: Open the document and check the Errors tab. Review the flagged issues and decide whether any action is needed. The document is not blocked from use, but you should verify the data before relying on it.
Blocking
The document has one or more critical errors. This may be a validation failure, a duplicate detection, or a processing error that means the extracted data cannot be trusted.
What to do: Open the document and check the Errors tab for the specific error. Depending on the issue, you may need to delete the document and re-upload a corrected version.
Processing
The document is currently moving through the analysis, extraction, and validation pipeline. Processing typically takes a few minutes depending on file size and volume.
What to do: Wait and refresh the page. If a document remains in Processing for an extended period, contact support.
Troubleshooting
No documents are shown. No documents have been uploaded yet, or the current filters are too restrictive. Clear your filters or upload new documents.
A document is stuck in Processing. Processing can take a few minutes. Refresh the page. If it remains stuck after 10 minutes, contact support.
I cannot find a document I uploaded. Check the All tab and clear any active filters. If you know the document was recently uploaded, check the Processing tab — it may still be in progress.
Updated on: 14/04/2026
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