Why Import Bank Statements into Taxfiler?
Taxfiler is a cloud-based UK tax compliance platform for accountancy practices, covering personal tax, CT600, and accounts production. But importing bank statements from PDF into Taxfiler requires converting them to CSV first — and that's where BankScan AI comes in.
BankScan AI + Taxfiler Integration
Convert client bank statements to structured CSV files with BankScan AI, then use the data for income verification and expense categorisation in Taxfiler.
How Taxfiler Bank Import Works
Importing bank transactions into Taxfiler typically involves downloading a CSV file from your bank's online portal — but many clients provide paper statements or PDF downloads that Taxfiler cannot read directly. Convert client bank statements to structured CSV files with BankScan AI, then use the data for income verification and expense categorisation in Taxfiler.
How It Works
Upload your bank statement PDF
Drag and drop any bank statement PDF into BankScan AI. Supports HSBC, Barclays, Lloyds, NatWest, Monzo, and 40+ more banks.
AI converts to CSV
Our AI extracts every transaction and formats as CSV with N/A — Taxfiler is a tax compliance tool. BankScan AI CSV output serves as supporting documentation and working papers. — ready for Taxfiler.
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 Column Format
N/A — Taxfiler is a tax compliance tool. BankScan AI CSV output serves as supporting documentation and working papers.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Why BankScan AI for Taxfiler
- Taxfiler ready — Output formatted as CSV matching Taxfiler's expected column structure
- Smart integration — Taxfiler's accounts production can reference categorised bank data from BankScan AI spreadsheets to auto-populate trial balance figures.
- Industry standard — Cloud-native competitor to TaxCalc and IRIS for UK accountancy practices. Strong on CT600 and accounts production with good Companies House filing integration.
Step-by-Step: Import into Taxfiler
Here's exactly how to import your converted bank statement 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
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 Bank Statements into Taxfiler Today
Cloud-native competitor to TaxCalc and IRIS for UK accountancy practices. Strong on CT600 and accounts production with good Companies House filing integration.
Convert for Taxfiler — Free