Clear Books + Self-Assessment Tax Return: Complete Workflow
Preparing for self-assessment tax return and using Clear Books? 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. BankScan AI bridges the gap between your bank's PDF statements and Clear Books's import feature.
BankScan AI → Clear Books for Self-Assessment Tax Return
Convert bank statement PDFs to CSV formatted for Clear Books import. Convert 12 months of bank statements to Excel in minutes. Filter, sort, and categorise transactions to identify income and allowable expenses for your SA100.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload Full tax year (6 April to 5 April), so 12 months of statements of statements.
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 use for self-assessment tax return
Upload into Clear Books and use the reconciled data for self-assessment tax return.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Clear Books + Self-Assessment Tax Return Features
- 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 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.
Import for Self-Assessment Tax Return into Clear Books
After converting your bank statements for self-assessment tax return:
- 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 for Self-Assessment Tax Return
Paper returns due 31 October, online returns due 31 January following the tax year; late filing triggers automatic penalties starting at 100 GBP
Convert for Clear Books + Self-Assessment Tax Return