First Direct + TaxCalc: Bridge the Gap
Need to get your First Direct (HSBC) bank statement into TaxCalc? First Direct uses DD MMM YYYY and minimalist single-column layout with transaction type codes and running balance, similar to HSBC but with simplified headers — which needs converting to CSV (N/A — TaxCalc is tax compliance software, not bookkeeping. Use BankScan AI's Excel output as a working paper alongside TaxCalc.) for TaxCalc import.
How BankScan AI Converts First Direct for TaxCalc
Convert bank statements to CSV with BankScan AI and use the data to prepare self-assessment, partnership, and corporation tax returns in TaxCalc. First Direct statements follow an HSBC-family format but with a distinct minimalist layout. BankScan AI detects the variant automatically.
How It Works
Upload your First Direct PDF
Drag and drop your First Direct statement. Supports PDF with DD MMM YYYY handling.
AI converts for TaxCalc
Our AI parses First Direct's layout, converts dates to DD/MM/YYYY (for reference; no direct import), and outputs CSV.
Import into TaxCalc
TaxCalc doesn't have direct bank import — use BankScan AI to convert PDFs to CSV, then reference the spreadsheet data when completing income and expense boxes in TaxCalc.
TaxCalc Import Tip
N/A — TaxCalc is tax compliance software, not bookkeeping. Use BankScan AI's Excel output as a working paper alongside TaxCalc.
First Direct to TaxCalc Features
- First Direct optimised — Trained on First Direct's minimalist single-column layout with transaction type codes and running balance, similar to HSBC but with simplified headers with DD MMM YYYY parsing
- TaxCalc formatted — Output as CSV with N/A — TaxCalc is tax compliance software, not bookkeeping. Use BankScan AI's Excel output as a working paper alongside TaxCalc.
- Date conversion — Converts DD MMM YYYY to DD/MM/YYYY (for reference; no direct import) automatically
Import First Direct Data into TaxCalc
After converting your First Direct statement with BankScan AI:
- TaxCalc doesn't have direct bank import — use BankScan AI to convert PDFs to CSV, then reference the spreadsheet data when completing income and expense boxes in TaxCalc
Common Import Issues
No direct import — common mistake is trying to import CSV into TaxCalc. Instead, use the spreadsheet as a reference document for completing tax return boxes.
Import First Direct into TaxCalc Today
Automatic date conversion (DD MMM YYYY to DD/MM/YYYY (for reference; no direct import)), column mapping, and format validation.
Import First Direct to TaxCalc Free