Known Gap: Document Generation Not Yet Available
Known Gap: Document Generation Not Yet Available
Status: Not implemented — last reviewed in v1.0.274
Overview
Document generation — including PDF exports of submissions, SA100/SA105 pre-population, HMRC submission receipt PDFs, and accountant-ready document packs — is not currently available on the platform.
This page explains what is planned, what exists today, and what you can do in the meantime.
What Is Missing
| Feature | Status |
|---|---|
| PDF export of quarterly submission summary | ❌ Not implemented |
| SA100 / SA105 pre-population | ❌ Not implemented |
| HMRC submission receipt PDF | ❌ Not implemented |
| Accountant-ready annual document pack | ❌ Not implemented |
A placeholder file (lib/export.ts) exists in the codebase but contains no working logic. It does not generate any output.
Why This Matters
Landlords and self-employed taxpayers under MTD ITSA typically need:
- A downloadable record of each quarterly submission for their own files.
- Pre-populated SA100/SA105 forms to hand to an accountant or use as a reference for the final Self Assessment return.
- A receipt-style document confirming what was submitted to HMRC and when.
- An end-of-year document pack that an accountant can review independently of the platform.
Until document generation is implemented, none of these outputs are available through the platform.
Workaround
While document generation is pending, you can:
- Screenshot or print-to-PDF the submission summary screens in your browser before submitting.
- Export raw transaction data if your connected bank feed or property management software provides its own export tools.
- Note your HMRC submission reference numbers from the on-screen confirmation after each quarterly submission — these are your primary proof of submission until receipt PDFs are available.
What Is Planned
The document generation feature, once implemented, will provide:
- Quarterly submission PDFs — a formatted summary of income and expenses submitted for each obligation period.
- HMRC receipt PDFs — a confirmation document including the submission timestamp and HMRC acknowledgement reference.
- SA100 / SA105 pre-population — a pre-filled draft of the relevant Self Assessment supplementary pages based on the year's categorised data.
- Accountant document pack — a bundled set of documents covering the full tax year, suitable for handing off to an accountant for review or final declaration.
This page will be updated when document generation becomes available.