Gusto + Self-Assessment Tax Return: Complete Workflow
Preparing for self-assessment tax return and using Gusto? 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 Gusto's import feature.
BankScan AI → Gusto for Self-Assessment Tax Return
Convert bank statement PDFs to CSV formatted for Gusto 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 Gusto
Output as CSV with N/A — Gusto is payroll software. Use BankScan AI output to verify payroll debits, tax deposits, and benefits payments match Gusto records. — dates in MM/DD/YYYY (for reference).
Import and use for self-assessment tax return
Upload into Gusto and use the reconciled data for self-assessment tax return.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Gusto + Self-Assessment Tax Return Features
- Gusto ready — Output formatted as CSV matching Gusto's expected column structure
- Smart integration — Reconcile Gusto payroll runs against bank statements by matching BankScan AI's extracted debit amounts to Gusto's payroll summary reports — catches timing differences and failed ACH transfers.
- 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 Gusto
After converting your bank statements for self-assessment tax return:
- Gusto doesn't import bank statements
- Use BankScan AI to convert your statements to Excel, then filter for payroll-related transactions to reconcile against Gusto's payroll reports
Common Import Issues
No direct import. Use BankScan AI data to identify and verify payroll tax deposits (941, FUTA, SUTA) appearing on your bank statement against Gusto's tax filing records.
Gusto 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 Gusto + Self-Assessment Tax Return