First Direct → QIF for Tax Advisors
As tax advisor, you need First Direct bank statements in QIF format. First Direct statements follow an HSBC-family format but with a distinct minimalist layout. BankScan AI detects the variant automatically. BankScan AI handles the conversion — DD MMM YYYY, minimalist single-column layout with transaction type codes and running balance, similar to HSBC but with simplified headers, and all.
How It Works
Upload First Direct PDF
Drop your First Direct statement PDF. Supports PDF.
AI converts to QIF
Parses First Direct's DD MMM YYYY, extracts all transactions, outputs QIF (.qif).
Use in your tax advisors work
Download and use with TaxCalc, Taxfiler. Batch-convert entire folders of bank statement PDFs into structured spreadsheets to speed up tax return preparation and HMRC enquiry responses.
First Direct + QIF + Tax Advisors
- First Direct expertise — Handles DD MMM YYYY and minimalist single-column layout with transaction type codes and running balance, similar to HSBC but with simplified headers
- QIF output — Maximum backward compatibility with older financial software. Some users with legacy Quicken setups spanning decades rely exclusively on QIF for data continuity.
- Built for tax advisors — Saves 2-3 hours per complex self-assessment return during tax season, and up to 8 hours when responding to HMRC enquiries requiring multi-year statement analysis
First Direct to QIF — For Tax Advisors
Handles DD MMM YYYY, outputs perfect QIF. Free tier available.
Convert First Direct to QIF Free