Import Bank Statements into TaxCalc

Convert bank statement PDFs to CSV format for direct import into TaxCalc. AI-powered converter for UK accountants and bookkeepers.

Convert for TaxCalc — Free
99%+Accuracy
30sPer Statement
15+UK Banks
FreeTier Available

Why Use BankScan AI?

TaxCalc is a UK tax return and accounts production software used by accountants and individuals for self-assessment and company filings. But importing bank statements from PDF into TaxCalc requires converting them to CSV first — and that's where BankScan AI comes in.

The Solution

Convert bank statements to CSV with BankScan AI and use the data to prepare self-assessment, partnership, and corporation tax returns in TaxCalc.

About {'name': 'TaxCalc', 'full_name': 'TaxCalc', 'import_format': 'CSV', 'description': 'TaxCalc is a UK tax return and accounts production software used by accountants and individuals for self-assessment and company filings.', 'import_notes': 'Convert bank statements to CSV with BankScan AI and use the data to prepare self-assessment, partnership, and corporation tax returns in TaxCalc.'} Integration

Importing bank transactions into TaxCalc typically involves downloading a CSV file from your bank's online portal — but many clients provide paper statements or PDF downloads that TaxCalc cannot read directly. Convert bank statements to CSV with BankScan AI and use the data to prepare self-assessment, partnership, and corporation tax returns in TaxCalc. This means you spend less time reformatting spreadsheets and more time on the reconciliation and advisory work that actually matters to your clients.

How It Works

1

Upload your bank statement PDF

Drag and drop any UK bank statement PDF into BankScan AI. Supports HSBC, Barclays, Lloyds, NatWest, Monzo, and 15+ more banks.

2

AI converts to the right format

Our AI extracts every transaction and formats the output as CSV — ready for TaxCalc's import feature.

3

Import into TaxCalc

Download the file and upload it directly into TaxCalc. Transactions appear ready for reconciliation.

Supported UK Banks

BankScan AI works with all major UK banks, including:

HSBC Barclays Lloyds NatWest Monzo Santander Revolut

Plus Starling, Halifax, Nationwide, RBS, TSB, Tide, Metro Bank, Coutts, and more.

Key Features

Ready to Save Hours?

Join hundreds of UK accountants and bookkeepers who use BankScan AI every day.

Convert for TaxCalc — Free

Frequently Asked Questions

Does BankScan AI work with TaxCalc?
Yes. BankScan AI produces CSV files specifically formatted for import into TaxCalc. The column headers, date format, and amount format all match what TaxCalc expects.
Which banks are supported?
BankScan AI supports all major UK banks including HSBC, Barclays, Lloyds, NatWest, Santander, Monzo, Starling, Revolut, Halifax, Nationwide, RBS, TSB, Tide, Metro Bank, and more.
Can I batch-import multiple statements into TaxCalc?
Yes. Convert multiple bank statement PDFs with BankScan AI, then import them one by one or combine them into a single file for TaxCalc.
Is the free tier enough for occasional use?
Yes. The free tier lets you convert a limited number of statements per month — ideal for trying BankScan AI before committing to a paid plan.

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