Chase UK Statements for Self-Assessment Tax Return
Preparing Chase UK 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 Chase UK Statements Instantly
BankScan AI converts your Chase UK statement PDF to a clean Excel spreadsheet in seconds — handling DD/MM/YYYY and modern minimal layout with single Amount column, merchant category, and running balance 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 Chase UK Statement Format
Chase UK statements use a modern, minimal layout with merchant categories and cashback details. BankScan AI extracts all transaction data including rewards information.
Getting Your Chase UK Statement for Self-Assessment Tax Return
In the Chase UK app, go to your account, tap 'Statements', and select the month to download as PDF. Chase UK is app-only, so all statement downloads are through the mobile app. Download Full tax year (6 April to 5 April), so 12 months of statements of statements.
How It Works
Upload your Chase UK statement
Drop your Chase (J.P. Morgan 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 Chase UK's DD/MM/YYYY and modern minimal layout with single Amount column, merchant category, and running balance — 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
Chase UK + Self-Assessment Tax Return Features
- Chase UK optimised — Handles DD/MM/YYYY dates and modern minimal layout with single Amount column, merchant category, and running balance
- 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 Chase UK statements in minutes
Convert Chase UK 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 Chase UK Statement Free