Atom Bank + Taxfiler: Bridge the Gap
Need to get your Atom Bank bank statement into Taxfiler? Atom Bank uses DD/MM/YYYY and clean digital-first single-column layout with amount and running balance — which needs converting to CSV (N/A — Taxfiler is a tax compliance tool. BankScan AI CSV output serves as supporting documentation and working papers.) for Taxfiler import.
How BankScan AI Converts Atom Bank for Taxfiler
Convert client bank statements to structured CSV files with BankScan AI, then use the data for income verification and expense categorisation in Taxfiler. Atom Bank, the UK's first app-only bank, produces digital-first PDF statements with a clean layout that BankScan AI converts with high accuracy.
How It Works
Upload your Atom Bank PDF
Drag and drop your Atom Bank statement. Supports PDF with DD/MM/YYYY handling.
AI converts for Taxfiler
Our AI parses Atom Bank's layout, converts dates to DD/MM/YYYY (for reference), and outputs CSV.
Import into Taxfiler
Taxfiler doesn't import bank statements directly. Convert with BankScan AI, then use the CSV data to verify income figures and categorise expenses within Taxfiler's accounts production module.
Taxfiler Import Tip
N/A — Taxfiler is a tax compliance tool. BankScan AI CSV output serves as supporting documentation and working papers.
Atom Bank to Taxfiler Features
- Atom Bank optimised — Trained on Atom Bank's clean digital-first single-column layout with amount and running balance with DD/MM/YYYY parsing
- Taxfiler formatted — Output as CSV with N/A — Taxfiler is a tax compliance tool. BankScan AI CSV output serves as supporting documentation and working papers.
- Date conversion — Converts DD/MM/YYYY to DD/MM/YYYY (for reference) automatically
Import Atom Bank Data into Taxfiler
After converting your Atom Bank statement with BankScan AI:
- Taxfiler doesn't import bank statements directly
- Convert with BankScan AI, then use the CSV data to verify income figures and categorise expenses within Taxfiler's accounts production module
Common Import Issues
No direct import. Use BankScan AI output as working papers — sort by category to identify employment income, self-employment turnover, rental income, and capital gains.
Import Atom Bank into Taxfiler Today
Automatic date conversion (DD/MM/YYYY to DD/MM/YYYY (for reference)), column mapping, and format validation.
Import Atom Bank to Taxfiler Free