Discover Statements for Self-Assessment Tax Return
Preparing Discover 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 Discover Statements Instantly
BankScan AI converts your Discover statement PDF to a clean Excel spreadsheet in seconds — handling MM/DD/YYYY and credit card format with Transaction Date, Post Date, Description, and Amount columns, plus Cashback Bonus summary; checking uses chronological Date/Description/Amount/Balance 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 Discover Statement Format
Discover checking and credit card statements include cashback rewards and promotional balance details. BankScan AI extracts all financial transactions with reward tracking.
Getting Your Discover Statement for Self-Assessment Tax Return
In Discover Online Banking, go to 'Statements', select the account and period, and download as PDF. For CSV exports, click 'Download' on the transaction activity page. The Discover app also supports statement downloads. Download Full tax year (6 April to 5 April), so 12 months of statements of statements.
How It Works
Upload your Discover statement
Drop your Discover Financial Services 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 Discover's MM/DD/YYYY and credit card format with Transaction Date, Post Date, Description, and Amount columns, plus Cashback Bonus summary; checking uses chronological Date/Description/Amount/Balance — 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
Discover + Self-Assessment Tax Return Features
- Discover optimised — Handles MM/DD/YYYY dates and credit card format with Transaction Date, Post Date, Description, and Amount columns, plus Cashback Bonus summary; checking uses chronological Date/Description/Amount/Balance
- 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 Discover statements in minutes
Convert Discover 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 Discover Statement Free