BMO Statements for Self-Assessment Tax Return
Preparing BMO 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 BMO Statements Instantly
BankScan AI converts your BMO statement PDF to a clean Excel spreadsheet in seconds — handling MM/DD/YYYY and Canadian-heritage format with Date, Description, Debits, Credits, and Balance columns, plus account summary and fee analysis sections 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 BMO Statement Format
BMO US statements (formerly BMO Harris) use a format common to Canadian-heritage US banks. BankScan AI handles both personal and business BMO statement layouts.
Getting Your BMO Statement for Self-Assessment Tax Return
In BMO Digital Banking, go to 'Statements & Documents', select the account and period, and download as PDF. For OFX or CSV exports, use the 'Export' option on the transaction history page. Download Full tax year (6 April to 5 April), so 12 months of statements of statements.
How It Works
Upload your BMO statement
Drop your BMO (Bank of Montreal US) 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 BMO's MM/DD/YYYY and Canadian-heritage format with Date, Description, Debits, Credits, and Balance columns, plus account summary and fee analysis sections — 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
BMO + Self-Assessment Tax Return Features
- BMO optimised — Handles MM/DD/YYYY dates and Canadian-heritage format with Date, Description, Debits, Credits, and Balance columns, plus account summary and fee analysis sections
- 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 BMO statements in minutes
Convert BMO 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 BMO Statement Free