American Express Statements for VAT Return
Preparing American Express bank statements for vat return? Quarterly VAT returns require matching bank transactions to sales and purchase invoices. Working from PDF statements adds unnecessary time to an already tight deadline.
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 bank statements to Excel to quickly identify VAT-bearing transactions, match against invoices, and prepare your VAT return accurately.
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 VAT 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 3 months per VAT quarter (standard scheme); 12 months for annual accounting scheme users of statements.
How It Works
Upload your American Express statement
Drop your American Express UK statement PDF. Supports PDF. Need 3 months per VAT quarter (standard scheme); 12 months for annual accounting scheme users? 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 VAT-inclusive sales and purchases, zero-rated transactions, .
Use for vat return
Download formatted Excel ready for vat return. Transactions split into VAT-bearing and non-VAT categories, with net and VAT amounts separated; must reconcile to Box 6 (total sales) and Box 7 (total purchases)
American Express + VAT 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 vat return — Convert bank statements to Excel to quickly identify VAT-bearing transactions, match against invoices, and prepare your VAT return accurately.
- Period coverage — Convert 3 months per VAT quarter (standard scheme); 12 months for annual accounting scheme users of American Express statements in minutes
Convert American Express for VAT Return — Fast
VAT returns due 1 month and 7 days after the end of the VAT quarter; late submission triggers a surcharge of up to 15% of VAT owed under the default surcharge regime
Convert American Express Statement Free