Truist + Taxfiler: Bridge the Gap
Need to get your Truist Financial (formerly BB&T / SunTrust) bank statement into Taxfiler? 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 — Taxfiler is a tax compliance tool. BankScan AI CSV output serves as supporting documentation and working papers.) for Taxfiler import.
How BankScan AI Converts Truist 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. 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 Taxfiler
Our AI parses Truist'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.
Truist to Taxfiler 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
- 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 MM/DD to DD/MM/YYYY (for reference) automatically
Import Truist Data into Taxfiler
After converting your Truist 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 Truist into Taxfiler Today
Automatic date conversion (MM/DD to DD/MM/YYYY (for reference)), column mapping, and format validation.
Import Truist to Taxfiler Free