Citibank Statements for Self-Assessment Tax Return
Preparing Citibank 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 Citibank Statements Instantly
BankScan AI converts your Citibank statement PDF to a clean Excel spreadsheet in seconds — handling MM/DD/YYYY and combined statement layout with separate sections for checking, savings, and credit card accounts, each with their own column structures 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 Citibank Statement Format
Citibank statements include checking, savings, and credit card transactions with detailed merchant descriptions. BankScan AI parses all Citibank account types.
Getting Your Citibank Statement for Self-Assessment Tax Return
In Citi Online, go to 'Account Management' > 'Statements', select the account and period, and download as PDF. For QFX or CSV exports, use the 'Download' option on the account activity page. The Citi Mobile app also offers statement downloads. Download Full tax year (6 April to 5 April), so 12 months of statements of statements.
How It Works
Upload your Citibank statement
Drop your Citigroup / Citibank 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 Citibank's MM/DD/YYYY and combined statement layout with separate sections for checking, savings, and credit card accounts, each with their own column structures — 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
Citibank + Self-Assessment Tax Return Features
- Citibank optimised — Handles MM/DD/YYYY dates and combined statement layout with separate sections for checking, savings, and credit card accounts, each with their own column structures
- 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 Citibank statements in minutes
Convert Citibank 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 Citibank Statement Free