Chase → Excel for Tax Preparers
As tax preparer, you need Chase bank statements in Excel format. Chase statements use a clean monthly format with separate sections for deposits, withdrawals, and checks. BankScan AI's US parser handles Chase's unique layout including direct deposits and ACH transfers. BankScan AI handles the conversion — MM/DD/YYYY, sectioned layout with separate areas for Deposits and Additions, Electronic Withdrawals, Checks Paid, and Daily Ending Balance, and all.
How It Works
Upload Chase PDF
Drop your Chase statement PDF. Supports PDF.
AI converts to Excel
Parses Chase's MM/DD/YYYY, extracts all transactions, outputs Excel (.xlsx).
Use in your tax preparers work
Download and use with TurboTax Pro, Drake Tax. Convert client bank statements to organized Excel spreadsheets in seconds — verify W-2 income, find deductible expenses, and prepare returns faster during tax season.
Chase + Excel + Tax Preparers
- Chase expertise — Handles MM/DD/YYYY and sectioned layout with separate areas for Deposits and Additions, Electronic Withdrawals, Checks Paid, and Daily Ending Balance
- Excel output — Supports multiple sheets per workbook, conditional formatting for flagging large transactions, and embedded formulas for running balance verification.
- Built for tax preparers — Saves 15-20 minutes per return on income verification and expense identification, adding up to 8-12 hours per week during peak tax season
Chase to Excel — For Tax Preparers
Handles MM/DD/YYYY, outputs perfect Excel. Free tier available.
Convert Chase to Excel Free