Clear Books + Enrolled Agents: Faster Bank Import
Enrolled Agents representing clients before the IRS need to review bank statements for tax return preparation, audit defense, and compliance verification. If you use Clear Books for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Enrolled Agents Using Clear Books
BankScan AI converts any bank statement PDF to CSV formatted for direct import into Clear Books. Batch-convert client bank statements to Excel for fast income verification, deduction substantiation, and IRS examination responses.
The Enrolled Agents + Clear Books Workflow
Enrolled Agents review client bank statements to verify income reported on tax returns, identify unreported income during IRS examinations, substantiate deductions claimed, and prepare documentation for audit defense. They compare bank deposits against 1099s and W-2s to identify discrepancies and help clients respond to IRS notices and correspondence audits.
Key terms you'll encounter: IRS examination, correspondence audit, bank deposit analysis, Circular 230.
How It Works
Upload any bank statement PDF
Supports all major banks. 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
AI formats for Clear Books
Output as CSV with Date, Description, Money in, Money out — Clear Books uses separate columns for credits and debits — dates in DD/MM/YYYY.
Import and reconcile
In Clear Books, go to Money > Bank Accounts > select your account > Import. Upload the CSV and map Date, Description, Money in, and Money out columns. Clear Books has built-in Corporation Tax estimation that updates as bank transactions are imported, giving directors a live view of their CT liability.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Clear Books Features for Enrolled Agents
- Clear Books ready — Output formatted as CSV matching Clear Books's expected column structure
- Smart integration — Clear Books has built-in Corporation Tax estimation that updates as bank transactions are imported, giving directors a live view of their CT liability.
- 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
- Software compatible — Output works directly with Drake Tax, Lacerte, ProConnect Tax
Import Steps for Enrolled Agents Using Clear Books
As an enrolled agent, here's how to get bank data into Clear Books:
- In Clear Books, go to Money > Bank Accounts > select your account > Import
- Upload the CSV and map Date, Description, Money in, and Money out columns
Common Import Issues
Clear Books requires header row labels to exactly match expected names. Rename columns to Date, Description, Money in, Money out if import fails.
Clear Books Import — Built for Enrolled Agents
UK-only cloud accounting platform. Smaller market share but loyal user base among small businesses who prefer a UK-built, UK-supported solution.
Try Free — Clear Books + Enrolled Agents