Chase UK → Google Sheets for Enrolled Agents
As an enrolled agent, you need Chase UK bank statements in Google Sheets format. Chase UK statements use a modern, minimal layout with merchant categories and cashback details. BankScan AI extracts all transaction data including rewards information. BankScan AI handles the conversion — DD/MM/YYYY, modern minimal layout with single Amount column, merchant category, and running balance, and all.
How It Works
Upload Chase UK PDF
Drop your Chase UK statement PDF. Supports PDF.
AI converts to Google Sheets
Parses Chase UK's DD/MM/YYYY, extracts all transactions, outputs Google Sheets (cloud format).
Use in your enrolled agents work
Download and use with Drake Tax, Lacerte. Batch-convert client bank statements to Excel for fast income verification, deduction substantiation, and IRS examination responses.
Chase UK + Google Sheets + Enrolled Agents
- Chase UK expertise — Handles DD/MM/YYYY and modern minimal layout with single Amount column, merchant category, and running balance
- Google Sheets output — Real-time collaboration, comment threads on specific transactions, version history, and the ability to share with clients via a simple link without email attachments.
- Built for enrolled agents — Saves 1-2 hours per IRS examination response on bank statement analysis, plus 20-30 minutes per tax return during filing season on income verification
Chase UK to Google Sheets — For Enrolled Agents
Handles DD/MM/YYYY, outputs perfect Google Sheets. Free tier available.
Convert Chase UK to Google Sheets Free