Starling + Taxfiler: Bridge the Gap
Need to get your Starling Bank bank statement into Taxfiler? Starling uses DD/MM/YYYY and single Amount column with +/- signs, merchant categories, 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 Starling 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. Starling Bank statements have a modern layout with merchant categories, which BankScan AI preserves during conversion.
How It Works
Upload your Starling PDF
Drag and drop your Starling statement. Supports PDF, CSV with DD/MM/YYYY handling.
AI converts for Taxfiler
Our AI parses Starling'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.
Starling to Taxfiler Features
- Starling optimised — Trained on Starling's single Amount column with +/- signs, merchant categories, 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 Starling Data into Taxfiler
After converting your Starling 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 Starling into Taxfiler Today
Automatic date conversion (DD/MM/YYYY to DD/MM/YYYY (for reference)), column mapping, and format validation.
Import Starling to Taxfiler Free