Halifax → Google Sheets for Tax Preparers
As tax preparer, you need Halifax bank statements in Google Sheets format. Halifax statements use a Lloyds-family format with slight variations in header layout that BankScan AI automatically detects. BankScan AI handles the conversion — DD MMM YY, single column for debits and credits with a Type column and running balance, and all.
How It Works
Upload Halifax PDF
Drop your Halifax statement PDF. Supports PDF.
AI converts to Google Sheets
Parses Halifax's DD MMM YY, extracts all transactions, outputs Google Sheets (cloud format).
Use in your tax preparers work
Download and use with TurboTax Pro, Drake Tax. Convert client bank statements to organized Excel spreadsheets in seconds — verify W-2 income, find deductible expenses, and prepare returns faster during tax season.
Halifax + Google Sheets + Tax Preparers
- Halifax expertise — Handles DD MMM YY and single column for debits and credits with a Type column and running balance
- Google Sheets output — Real-time collaboration, comment threads on specific transactions, version history, and the ability to share with clients via a simple link without email attachments.
- Built for tax preparers — Saves 15-20 minutes per return on income verification and expense identification, adding up to 8-12 hours per week during peak tax season
Halifax to Google Sheets — For Tax Preparers
Handles DD MMM YY, outputs perfect Google Sheets. Free tier available.
Convert Halifax to Google Sheets Free