Truist + TaxCalc: Bridge the Gap
Need to get your Truist Financial (formerly BB&T / SunTrust) bank statement into TaxCalc? Truist uses MM/DD and sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance — 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 Truist 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. Truist statements combine the legacy BB&T and SunTrust formats. BankScan AI recognizes both heritage layouts and extracts transactions accurately.
How It Works
Upload your Truist PDF
Drag and drop your Truist statement. Supports PDF with MM/DD handling.
AI converts for TaxCalc
Our AI parses Truist'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.
Truist to TaxCalc Features
- Truist optimised — Trained on Truist's sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance with MM/DD 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 MM/DD to DD/MM/YYYY (for reference; no direct import) automatically
Import Truist Data into TaxCalc
After converting your Truist 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 Truist into TaxCalc Today
Automatic date conversion (MM/DD to DD/MM/YYYY (for reference; no direct import)), column mapping, and format validation.
Import Truist to TaxCalc Free