Citibank → CSV for Tax Preparers
As tax preparer, you need Citibank bank statements in CSV format. Citibank statements include checking, savings, and credit card transactions with detailed merchant descriptions. BankScan AI parses all Citibank account types. BankScan AI handles the conversion — MM/DD/YYYY, combined statement layout with separate sections for checking, savings, and credit card accounts, each with their own column structures, and all.
How It Works
Upload Citibank PDF
Drop your Citibank statement PDF. Supports PDF.
AI converts to CSV
Parses Citibank's MM/DD/YYYY, extracts all transactions, outputs CSV (.csv).
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.
Citibank + CSV + Tax Preparers
- Citibank expertise — Handles MM/DD/YYYY and combined statement layout with separate sections for checking, savings, and credit card accounts, each with their own column structures
- CSV output — Smallest file size, opens in any text editor, and is the most widely accepted import format across all accounting platforms worldwide.
- 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
Citibank to CSV — For Tax Preparers
Handles MM/DD/YYYY, outputs perfect CSV. Free tier available.
Convert Citibank to CSV Free