American Express Statements for Self-Assessment Tax Return
Preparing American Express bank statements for self-assessment tax return? Self-assessment requires reviewing a full year of bank transactions to identify income, allowable expenses, and taxable events. Doing this manually from PDFs takes hours.
Convert American Express Statements Instantly
BankScan AI converts your American Express statement PDF to a clean Excel spreadsheet in seconds — handling DD MMM YY and charge card layout with separate sections for new charges, payments, credits, and membership rewards summary automatically. Convert 12 months of bank statements to Excel in minutes. Filter, sort, and categorise transactions to identify income and allowable expenses for your SA100.
About American Express Statement Format
American Express statements include card transactions, membership rewards, and payment summaries. BankScan AI extracts all transaction detail including merchant categories.
Getting Your American Express Statement for Self-Assessment Tax Return
In Amex Online, go to 'Statements & Activity', select the statement period, and download as PDF. For CSV exports, use 'Download your statement data' and choose the date range. The Amex app also offers statement downloads. Download Full tax year (6 April to 5 April), so 12 months of statements of statements.
How It Works
Upload your American Express statement
Drop your American Express UK statement PDF. Supports PDF. Need Full tax year (6 April to 5 April), so 12 months of statements? Upload them all.
AI extracts every transaction
Our AI handles American Express's DD MMM YY and charge card layout with separate sections for new charges, payments, credits, and membership rewards summary — extracting Self-employment income, rental income, interest earned, divi.
Use for self-assessment tax return
Download formatted Excel ready for self-assessment tax return. Transactions categorised by SA100 box number or trade income/expense type; annual totals per category for direct entry into tax return
American Express + Self-Assessment Tax Return Features
- American Express optimised — Handles DD MMM YY dates and charge card layout with separate sections for new charges, payments, credits, and membership rewards summary
- Built for self-assessment tax return — Convert 12 months of bank statements to Excel in minutes. Filter, sort, and categorise transactions to identify income and allowable expenses for your SA100.
- Period coverage — Convert Full tax year (6 April to 5 April), so 12 months of statements of American Express statements in minutes
Convert American Express for Self-Assessment Tax Return — Fast
Paper returns due 31 October, online returns due 31 January following the tax year; late filing triggers automatic penalties starting at 100 GBP
Convert American Express Statement Free