Changelog: what we shipped, and when

2026-10-06 Invoices

Reverse charge on services from outside the EU

Invoices from suppliers outside the EU that show no VAT, such as US software and cloud subscriptions, are now self-assessed under reverse charge. The VAT is owed and deducted in the same return, so the VAT payable does not change, and the invoice page on the web shows the amount. Invoices in a foreign currency are converted at the ECB rate of the invoice date. The supplier's country is read from the invoice itself, so a US supplier no longer counts as an EU one. Goods for resale stay out, because they are imported with import VAT.

2026-10-05 Documents

Your own invoices no longer use up your monthly limit

PDFs that TaxItEasy creates for you, such as the invoices you issue, cancellations and credit notes, and your company logo no longer count toward your monthly document limit, and they are never scanned as incoming receipts. When the limit is reached, the web app and the mobile app say so before you pick a file, with the date uploads continue. Documents that arrive by email in the meantime are kept under Documents and can be imported once there is room. Connected mailboxes now pick up every new message, also on days with many emails.

2026-10-05 Invoices

One booking for an invoice and its payment receipt

An invoice and its payment receipt are now one booking. When a supplier sends both, in one mail like the services billed through Stripe or in two mails like DigitalOcean on the same day and for the same amount, the receipt is attached to its invoice instead of being booked as a second expense. The documents list shows the invoice once, marked with its payment receipt, and the invoice lets you switch between both files. When the amounts differ or a payment was split into parts, you get a suggestion to attach the receipt or keep it separate. Any attached receipt can be detached again.

2026-10-03 Billing

A dated notice when a payment fails

When a renewal payment fails, you now get one email ten minutes later instead of a vague alert on every attempt. It names the company, the plan, the amount, a plain reason, the next automatic attempt and a fixed date: if the payment has not gone through by then, the company moves to the Free plan. A Pay now button opens the invoice directly. Until that date everything keeps working, with reminders three and seven days later and a last one three days before the date. If you pay, a confirmation follows. If you do not, the open invoice is cancelled, the plan ends and you are told so. Nothing is deleted: documents, data and the full export stay available on Free.

2026-09-30 Accounts

Sessions, team roles and account deletion that hold

Ending a session now ends it everywhere. A phone whose session was revoked on the web, closed by a password change or left unused for 30 days stops receiving the account's notifications, and the session list shows only live sessions, with this device marked. In the web app every notification type can be switched on or off, and the daily digest shows its real setting. Deleting your whole account now stops the card subscription of every company only you own, and the restore link in the deletion mail brings the account back. A team member with the Member role can do everything a bookkeeper can; only Viewer stays read-only. An advisor who leaves a client no longer gets access to new documents.

2026-09-08 Documents

Filing that says what happened

Filing tells you what it did. Moving or reclassifying a document now appears in that document's own history, not only in an audit trail nobody reads. A document that was read correctly but hit a snag on a later step says so, instead of either pretending nothing happened or failing outright. The inbox has its four buckets on the web and on your phone, so a bank statement can actually be dragged where it belongs. A statement we cannot identify no longer invents a bank account for itself, a receipt number is no longer mistaken for an invoice number, and an invoice that arrives together with its own payment receipt is flagged as a possible double booking rather than quietly counting twice.

2026-09-03 Advisor

Close a VAT period, end to end

The period view closes a VAT period end to end: the numbered form lines as they appear on the return, a period report to hand over, and the filing step itself. Each country profile now states one deadline instead of two that disagreed with each other. Credit notes carry the right sign through the whole chain, a correction shows the line it corrects, and a paid invoice passes its category to the booking instead of leaving it blank. Exporting a company's full data now requires the right role, and spreadsheet cells are written so that a supplier name can never be read as a formula.

2026-08-31 Accounts

Invitations that survive the login

An invitation now survives signing in. Someone who already had an account and clicked an invite used to end up with a second one, because logging in threw away where they were going. The destination is remembered through every route into the app, including Google, Apple and a backup code. Email addresses match regardless of capitalisation, invitation mails are no longer silently suppressed, and accepting an invite counts as proof of your mailbox, because the token arrived in it. You can also request deletion of your account without signing in, and deletion now clears stored files as well as database rows.

2026-08-28 Partners

The network tree

The partner network became a tree that answers the only question worth asking: what has each branch actually earned you. The figures are your own commissions grouped by the company that generated them, aggregated per level, and a collapsed view never shows a smaller number than the full one. You can name the people you invited, so the tree reads like your network instead of a list of identifiers. A tax firm can now join as a firm, with a company of its own and a consent it can withdraw at any time, and the joining disclosure states the VAT treatment.

2026-08-22 Matching

Not a match opens the finder

Saying "not a match" used to be a dead end. It now rejects the suggestion and immediately opens a finder with ranked candidates, so the next step is one click away, with exits for the cases where no invoice is the answer: set a category, attach a receipt, or ignore the row. You can restore the suggestion if you were too quick. Separately, reverse charge stopped depending on how a country code happened to be written: a supplier stored in lower case fell out of the EU list entirely and its self-assessed VAT was never booked, while the same sloppiness applied reverse charge to plain domestic invoices.

2026-08-21 Invoices

Filter a list, copy a draft

Invoice and document lists took proper column filters, built once and shared rather than four copies drifting apart. Outgoing invoice lists paginate. Copying a draft brings every field with it, order number included, and a draft can be deleted from the row menu as well as from the editor. An imported invoice opens read-only instead of in the editor, and a draft can no longer be marked as paid. Attaching a receipt works from everywhere it should, including the bank view and the finished list, and a paid outgoing invoice can at last be linked to the bank line that paid it.

2026-08-15 Advisor

Hand a transaction to your tax advisor

A transaction you cannot resolve can be handed to your tax advisor, and taken back if you change your mind. On the advisor's side, work sent by a client is a queue of its own right after Open, rather than buried among everything that merely needs a look, and you hear back the moment it is booked. The "needs receipt" bucket finally offers a way out other than giving up: attach a document you already uploaded, picked from ranked candidates. Attaching one reopens your advisor's question, and detaching it withdraws the VAT attestation that would otherwise stand with no receipt behind it.

2026-08-11 Platform

One search field

One search field in the top bar, scoped to whatever you are looking at. Bank transactions are properly searchable for the first time: the counterparty and the reference are encrypted, so search used to scan the newest few hundred rows and call that a result. Now the whole list is searchable without anything being decrypted to do it. Lists also say what is narrowing them, so a folder and a search you set two clicks earlier no longer read as "no documents". Both invoice lists take multi-select with bulk actions, and every view uses the full width of the window.

2026-08-11 Billing

Unlimited tax advisors, and no more ghost seats

Tax advisor connections are unlimited on every plan, including Free. An invitation that expired used to hold its seat forever and invisibly, which is how teams ran out of room without anyone being able to see why; expired invitations now release their seat, and stale ones are tidied away nightly. Starter goes from two team seats to three, and the Bookkeeper role can finally be assigned, having granted write access all along without ever being offered.

2026-08-05 Invoices

Categories in plain language

No screen shows a raw category key any more, on the web or on your phone. A suggested category is booked with one click and the cursor moves to the next row, and the picker sorts itself around what is currently chosen, so a suggestion that does not fit is one click sideways rather than a detour. The VAT return got two corrections in the same pass: it no longer invents self-assessed VAT on sales made under reverse charge, and it no longer deducts input VAT on a transaction with no receipt behind it. Both corrections tend to reduce previously reported figures.

2026-08-03 Partners

The partner program, on real paper

The partner program runs on the company you already have, not on a second identity. There is a join page with a calculator that reads the same numbers the payouts are computed from, so nothing on it can drift away from what actually pays out. Every payout produces a proper self-billing credit note with VAT handled correctly, and money that comes back through a refund produces a corrective one. Refunds claw back proportionally rather than all or nothing. The referral cookie is only set if you accept it.

2026-08-01 Platform

Connect any mailbox

IMAP mailboxes connect properly now, over a verified encrypted connection, with the credentials stored encrypted. You can rotate an app password in place instead of disconnecting and reconnecting, and the new password is tested before it is saved, so a typo cannot lock your mailbox out. You choose which folders are watched and how far back the first import reaches. Gmail, Outlook and IMAP each count a message once, per company.

2026-07-30 Matching

The matching workbench, web and mobile

Matching became a workbench instead of a list. Counts come from one place on the server, so a transaction with no suggestion at all, a private deposit for instance, is finally visible rather than hiding behind "nothing to do". Every suggestion explains itself: which signals it scored, and how close the date and the amount really are. Weak long shots are reachable, strong ones approve in one tap, and anything you approve can be undone. You can select rows and act on them together, page through everything you already finished, and the search tells you how much of the list it is actually searching. The same workbench is on iPhone and Android, with swipe actions and a tab of its own.

2026-07-28 Platform

Your documents land in the right company

If you run more than one company here, a connected mailbox now belongs to the company you chose when you connected it, not to whichever company happened to be open at the time. Connecting the same mailbox to a second company asks first, because otherwise both would import every receipt. Every request carries the company it is meant for, and a mismatch is refused instead of quietly writing to the wrong set of books. Staying signed in got easier too: a session extends itself across up to 30 days of use.

2026-07-28 Security

A way back into two-factor

Losing your authenticator no longer locks you out. The login code field accepts a pasted or autofilled code, including one with a space in the middle. Backup codes work where you would expect them to: type one instead of the six digits, in any capitalisation. And they are finally shown to you when you switch two-factor on, with a button to generate a fresh set whenever you want.

2026-07-28 Platform

Report a problem

When something goes wrong, the error message now offers to report it. You get a screenshot of the screen you were on plus the technical details, and you see exactly what would be sent before you send it, image included. Nothing leaves without that confirmation. Reports are stored encrypted, appear in your data export, and are deleted with your account.

2026-07-16 Advisor

The tax firm workspace

Tax advisors can now run a practice from the portal: invite staff, onboard a client end to end, and set up to three escalating receipt reminders per client, each with its own day of the month and its own wording. Reminders go out nightly with an automatically written summary of what is actually missing. They only ever chase work that belongs to the client, never work waiting on the firm, and a quarterly filer hears nothing outside their filing month. If a client's bank feed is broken, the firm is told rather than the client being chased for receipts that were never going to arrive.

2026-07-16 Billing

Email sync and bank import on every plan

Two things stopped being a paid feature. Connecting a mailbox so receipts arrive by email, and importing a bank statement, now work on every plan including Free. The year end export stays on Starter and up. Tax advisor connections became a plan feature at the same time, a limit we removed again a few weeks later.

2026-07-13 Invoices

Invoice your customers

Write outgoing invoices in a live side-by-side editor. The preview is rendered by the same engine as the final PDF, down to the exact invoice number. Gapless, audit-safe numbering with a configurable format and a settable starting number, so you can continue an existing series. Seven EU VAT treatments with automatically generated legal notices and EU VAT-ID (VIES) validation, plus hard guards against showing VAT you shouldn't. Branded PDF, one-click email send with delivery tracking (delivered, bounced, spam), credit notes and cancellation invoices, and a reusable product catalog that auto-fills line items.

2026-07-09 Matching

Matching that learns

Matching now learns from your confirmations, strictly per company, never across customers. Vendors you confirm repeatedly become trusted and their future suggestions rank higher, with a hard guardrail: the learned boost never silently escalates a match across an automation boundary. The system also remembers which category you pick for a counterparty and suggests it on future transactions (suggest-only: you always accept). Every auto-match carries a "Why this match?" explanation with per-signal scores, and silent matches can be undone in one click. New safety guards: a match without an invoice number is only confirmed silently when the payment is recent and unambiguous. Older or ambiguous cases are queued for your review instead. Everything the system learns is deleted with your account (crypto-shredded on erasure).

2026-07-08 Reports

Accounting reports + full Cyprus chart of accounts

One Excel workbook with five sheets (Chart of Accounts, Profit & Loss, General Ledger, Trial Balance and a financial-position summary), generated on demand for any period, on an accrual or cash basis. Tax advisors can seed a Cyprus chart of accounts with 100+ accounts, map its accounts onto booking categories, maintain opening balances and post manual journal entries. Journals are locked once posted. Once an advisor maintains the ledger, the same reports switch to statutory output automatically.

2026-07-07 Advisor

Advisor workspace, rebuilt

Client transactions now live in a work queue, sorted into buckets: Needs receipt, Needs category, Review, Waiting, Done. Finished work drops out of sight. The invoice side became a keyboard-first VAT workbench with an honest Approve-All that reports exactly what was approved and what was skipped. The Period tab adds plain-English VAT return preparation (input VAT, output VAT, payable or refund due) and a 10-item pre-export checklist that deep-links straight to the remaining work. A hard receipt gate blocks approving any VAT-carrying invoice without a supporting document, and a one-click receipt request notifies the client in-app (plus email or push, per their preferences).

2026-07-05 Advisor

Clearing cockpit + smart cohorts

Advisors can now bulk-clear and bulk-categorize client transactions, up to 50 per action, with per-row skip reasons so nothing is silently mis-booked. The cockpit also detects internal transfers between the client's own accounts and owner deposits automatically, shows each suspected pair side by side for review, and books confirmed ones to non-P&L categories so they never inflate income or expenses.

2026-07-03 Banking

Remove accounts, block IBANs

You can now remove a bank account and block its IBAN, so a mis-read or mis-forwarded statement can't silently recreate it. Blocked IBANs can be listed and unblocked at any time, and affected invoices get their payment status recomputed. Statement imports are also protected against duplicates: re-uploading the same statement file is detected byte-for-byte and skipped. No doubled transactions.

2026-07-02 Documents

Search inside your documents

Full-text search now reaches inside your documents, down to vendor names, invoice numbers and line items, while everything stays encrypted: the index stores only keyed one-way fingerprints of words, useless without your company's key. Duplicate uploads now get a clear notice with a link to the original instead of a generic error, and bank-statement imports gained statement-level duplicate protection.

2026-07-01 Mobile

iOS and Android apps are live

TaxItEasy is on the App Store and Google Play. Snap a receipt and follow a guided scan with honest, narrated progress; approve or undo payment matches in the matching inbox; create, rename and organize folders; unlock with Face ID or Touch ID; sign in with Apple or Google. On iPhone, Starter and Business subscriptions can be bought directly in the app.

2026-06-25 Platform

Email forwarding, upgraded

Your company's private @in.taxiteasy.org forwarding address is now live in production and delivers instantly: attachments arrive via webhook push, with no polling delay. Connected Gmail, Outlook and IMAP inboxes are checked every 15 minutes, and every email is processed exactly once: duplicates are detected and skipped automatically.

2026-06-24 Billing

Fair plan changes

Upgrades apply immediately with prorated charging; downgrades take effect at the end of the paid period and show as a clear Scheduled state you can cancel any time before the date. Every billing action now returns a human error message instead of a broken button. An expired subscription routes to resubscribe, a payment problem to the billing portal, and Apple-managed plans say so. Team invites that hit the seat limit now explain exactly why.

2026-05-30 Security

Google CASA Tier 2 verified

Formal Google CASA Tier 2 verification completed, ahead of our public Q2 2026 commitment. Closes the assessment that started with the pre-submission hardening on 27 April (token revocation, Svix-signed webhooks, SPF/DKIM, fail-closed encryption) and the cascade-revoke on 8 May. Listed under Certifications; annual re-verification follows the standard Google OAuth schedule.

2026-05-08 Security

CASA Tier 2 cascade-revoke for OAuth tokens

Account deletion (F10.06 nightly prune) and EmailAccount cascade-delete now also revoke OAuth tokens at Google/Microsoft, not just locally. Closes the CASA Tier 2 "tokens revoked when no longer needed" requirement end-to-end. Best-effort with retry + audit-log per account.

2026-04-29 Marketing

New website

Full redesign: dark + violet, aligned with the app. New persona pages, transparent pricing, security details.

2026-04-29 Security

Public security policy + RFC 9116 security.txt

Published /.well-known/security.txt, vulnerability disclosure policy with response SLAs, certifications roadmap (CASA Tier 2 by end of Q2 2026), and Hall of Fame for security researchers.

2026-04-27 Security

Email security hardening

Token revocation on disconnect (Google + Microsoft). Strict encryption requirement on OAuth token storage. SPF/DKIM verification on inbound emails. Pre-submission for Google CASA Tier 2.

2026-04-23 Banking

Reconciliation summary & IBAN+amount shortcut

New dashboard endpoint shows total balance, MTD cashflow and matched percentage in one request. Bank transactions with exact IBAN + exact amount auto-promote to strong matches.

2026-04-23 Advisor

Multi-client bulk export

Tax advisors can now export up to 25 clients in a single ZIP, one folder per client, in your chosen format (CSV or PDF). Period-filtered.