Chime Statements for Self-Assessment Tax Return
Preparing Chime 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 Chime Statements Instantly
BankScan AI converts your Chime statement PDF to a clean Excel spreadsheet in seconds — handling MM/DD/YYYY and mobile-first format with Date, Description, Amount, and Balance columns, issued by The Bancorp Bank or Stride Bank as the underlying institution 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 Chime Statement Format
Chime statements from their Bancorp/Stride Bank partnership use a clean mobile-first format. BankScan AI handles Chime's direct deposit and SpotMe transaction types.
Getting Your Chime Statement for Self-Assessment Tax Return
In the Chime app, go to 'Settings' > 'Statements' or tap your account and select 'Monthly Statements'. Statements are only available through the mobile app. For historic statements, scroll through the available months. Download Full tax year (6 April to 5 April), so 12 months of statements of statements.
How It Works
Upload your Chime statement
Drop your Chime Financial 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 Chime's MM/DD/YYYY and mobile-first format with Date, Description, Amount, and Balance columns, issued by The Bancorp Bank or Stride Bank as the underlying institution — 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
Chime + Self-Assessment Tax Return Features
- Chime optimised — Handles MM/DD/YYYY dates and mobile-first format with Date, Description, Amount, and Balance columns, issued by The Bancorp Bank or Stride Bank as the underlying institution
- 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 Chime statements in minutes
Convert Chime 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 Chime Statement Free