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Import Bank Statements into Coconut for Self-Assessment Tax Return

Convert bank statement PDFs for self-assessment tax return and import into Coconut. Niche player combining business banking with basic bookkeeping. Targets freelancers who want banking and accounting in one app without managing separate tools. All banks supported.

Convert for Coconut + Self-Assessment Tax Return
99%+Accuracy
30sPer Statement
40+Banks Supported
FreeTier Available

Coconut + Self-Assessment Tax Return: Complete Workflow

Preparing for self-assessment tax return and using Coconut? 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 Coconut's import feature.

BankScan AI → Coconut for Self-Assessment Tax Return

Convert bank statement PDFs to CSV formatted for Coconut 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

1

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.

2

AI formats for Coconut

Output as CSV with Date, Description, Amount — Coconut accepts a single amount column with positive for income and negative for expenses — dates in DD/MM/YYYY.

3

Import and use for self-assessment tax return

Upload into Coconut and use the reconciled data for self-assessment tax return.

Supported Banks

BankScan AI works with all major UK and US banks, including:

HSBC Barclays Lloyds NatWest Monzo Santander Revolut Chase Bank of America Wells Fargo Citibank US Bank Capital One

Coconut + Self-Assessment Tax Return Features

Import for Self-Assessment Tax Return into Coconut

After converting your bank statements for self-assessment tax return:

  1. In Coconut, go to Transactions > Import
  2. Upload the CSV from BankScan AI to bring in transactions from external bank accounts alongside your Coconut banking data

Common Import Issues

Coconut is primarily a banking app — the import feature is designed for bringing in transactions from non-Coconut accounts. Large file imports may time out on mobile.

Coconut 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 Coconut + Self-Assessment Tax Return

Frequently Asked Questions

Can I import bank statements into Coconut for self-assessment tax return?
Yes. BankScan AI converts PDFs to CSV for Coconut. Convert 12 months of bank statements to Excel in minutes. Filter, sort, and categorise transactions to identify income and allowable expenses for your SA100.
What format does Coconut need?
Coconut requires Date, Description, Amount — Coconut accepts a single amount column with positive for income and negative for expenses with dates in DD/MM/YYYY. BankScan AI handles this automatically.
How many months for self-assessment tax return?
Typically Full tax year (6 April to 5 April), so 12 months of statements. HMRC, for self-assessment filing; also your accountant or tax advisor preparing the return on your behalf will specify the exact period.
Is there a free tier?
Yes. Try free with limited conversions. Paid plans from $9.99/month.

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