Reading slips and documentsIn OptiTax
What the reader pulls off a slip, PDF or certificate, and how it learns from your fixes.
Start here
Reads the shop, date and amount
The basics off every slip, read in seconds.
Open the toolRead a document as a delivery note
Send the document, then say "read it as a delivery note" and it is read again as one.
read it as a delivery noteSee the detailsReads every line item on a slip
Each item is read, so you can search, split and track prices by item.
See the detailsAll 12 features
12 features12 work today
Reading slips and documents12
- Reads the shop, date and amountThe basics off every slip, read in seconds.
- Reads every line item on a slipEach item is read, so you can search, split and track prices by item.
- Items sold by weight read correctlyKilograms times price per kilogram worked out properly.
- Re-read a document or mark it as a sales invoiceAsk for a fresh read, or tell it the document is an invoice you sent.
- Read a document as a delivery noteSend the document, then say "read it as a delivery note" and it is read again as one.Say read it as a delivery note
- Learns from your correctionsFix an amount, category or VAT by chat and it remembers the merchant next time.
- Remembers new merchantsA shop it did not know is learned, so next time it is recognised.
- Reads Word documentsSend a .docx and it is read like any other document.
- Reads scanned PDFs page by pageA scanned PDF is turned into pages and read, not rejected.
- Understands tax documents, not just slipsCertificates and statements are read for the figures that matter on a return.
- Clear message when a document cannot be readYou are told why, instead of a document that looks like it is still waiting.
- Live camera scanPoint your phone camera at a slip and it is quality checked and read while you hold it.
Related tools and guides
Frequently asked questions
What does OptiTax do for reading slips and documents?
What the reader pulls off a slip, PDF or certificate, and how it learns from your fixes. It includes reads the shop, date and amount, reads every line item on a slip, items sold by weight read correctly, re-read a document or mark it as a sales invoice, read a document as a delivery note, and 7 more listed on this page.
Do I need an app?
No. OptiTax works on WhatsApp, with a web dashboard for the detail.
Does OptiTax submit my return to SARS?
No. OptiTax prepares and organises your records and figures. You or your registered tax practitioner submit to SARS.
Other features
Capture and email in
24Categorising and tax rules
7VAT
17Bank and reconciliation
10Exports and accounting links
18Tax return preparation
17Business and SME
21Voice and WhatsApp
7Search and slips
10Calendar, lists and email
18Bill split
14Lifestyle extras
13Account and security
14For accountants
3Pricing and plans
Try it on a slip in your wallet
Free to start. Nothing to download. OptiTax works in the WhatsApp you already have.
OptiTax prepares and organises; you or your registered tax practitioner submit to SARS. All features

