TSB + Taxfiler: Bridge the Gap
Need to get your TSB Bank bank statement into Taxfiler? TSB uses DD MMM YY and single column with Type indicators, payment/receipt amounts, 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 TSB 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. TSB statements are formatted similarly to Lloyds. BankScan AI recognises the layout and applies the correct parsing rules.
How It Works
Upload your TSB PDF
Drag and drop your TSB statement. Supports PDF with DD MMM YY handling.
AI converts for Taxfiler
Our AI parses TSB'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.
TSB to Taxfiler Features
- TSB optimised — Trained on TSB's single column with Type indicators, payment/receipt amounts, and running balance with DD MMM YY 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 YY to DD/MM/YYYY (for reference) automatically
Import TSB Data into Taxfiler
After converting your TSB 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 TSB into Taxfiler Today
Automatic date conversion (DD MMM YY to DD/MM/YYYY (for reference)), column mapping, and format validation.
Import TSB to Taxfiler Free