First Direct + Taxfiler: Bridge the Gap
Need to get your First Direct (HSBC) bank statement into Taxfiler? 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 — Taxfiler is a tax compliance tool. BankScan AI CSV output serves as supporting documentation and working papers.) for Taxfiler import.
How BankScan AI Converts First Direct 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. 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 Taxfiler
Our AI parses First Direct'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.
First Direct to Taxfiler 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
- 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 MMM YYYY to DD/MM/YYYY (for reference) automatically
Import First Direct Data into Taxfiler
After converting your First Direct 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 First Direct into Taxfiler Today
Automatic date conversion (DD MMM YYYY to DD/MM/YYYY (for reference)), column mapping, and format validation.
Import First Direct to Taxfiler Free