Architects + Self-Assessment Tax Return: The Challenge
As an architect, preparing bank statements for self-assessment tax return is a common but time-consuming task. 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.
How BankScan AI Helps Architects with Self-Assessment Tax Return
Convert your bank statements to structured spreadsheets to match stage payments against projects, track professional fees, and prepare for your accountant. For self-assessment tax return specifically, BankScan AI extracts Self-employment income, rental income, interest earned, dividend receipts, allow automatically.
How Architects Handle Self-Assessment Tax Return
When preparing bank statements for self-assessment tax return, architects need to Architects invoice clients at RIBA work stages (concept, developed design, technical design, construction), then reconcile bank statements to verify p. BankScan AI automates the data extraction step.
Key terms you'll encounter: RIBA work stages, stage payment, fee proposal, professional indemnity.
How It Works
Upload bank statement PDFs
Supports all major banks. Upload Full tax year (6 April to 5 April), so 12 months of statements of statements for self-assessment tax return.
AI extracts what you need
Our AI extracts Self-employment income, rental income, interest earned, divi — formatted for architects workflows.
Complete your self-assessment tax return work
Download Excel files 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
Supported Banks
BankScan AI works with all major UK and US banks, including:
Features for Architects — Self-Assessment Tax Return
- Built for Architects — Saves 1-2 hours per month on project payment tracking and expense allocation across concurrent projects for a typical small practice
- Software compatible — Output works directly with Xero, FreeAgent, Harvest
- 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.
- Key data extracted — Self-employment income, rental income, interest earned, dividend receipts, allowable business expenses by category, capital gains proceeds
Compliance: Architects + Self-Assessment Tax Return
When architects prepare bank statements for self-assessment tax return, specific compliance requirements apply.
- ARB (Architects Registration Board) registration is required to practise. Professional indemnity insurance is mandatory and costs must be tracked. RIBA Chartered Practice standards include financial management requirements. CIS may apply when architects act as principal contractors.
- Legal basis: Taxes Management Act 1970 sections 8-12; HMRC record-keeping requirements under SA BK3 guidance
Self-Assessment Tax Return — Built for Architects
Paper returns due 31 October, online returns due 31 January following the tax year; late filing triggers automatic penalties starting at 100 GBP
Try Free — Architects + Self-Assessment Tax Return