Wise + TaxCalc: Bridge the Gap
Need to get your Wise (formerly TransferWise) bank statement into TaxCalc? Wise uses DD-MM-YYYY and multi-currency layout with separate transaction lists per currency, each showing Amount, Fee, Exchange Rate, and 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 Wise 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. Wise multi-currency statements include transactions in multiple currencies with exchange rates. BankScan AI preserves currency codes, rates, and fee breakdowns.
How It Works
Upload your Wise PDF
Drag and drop your Wise statement. Supports PDF, CSV with DD-MM-YYYY handling.
AI converts for TaxCalc
Our AI parses Wise'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.
Wise to TaxCalc Features
- Wise optimised — Trained on Wise's multi-currency layout with separate transaction lists per currency, each showing Amount, Fee, Exchange Rate, and Balance with DD-MM-YYYY 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 DD-MM-YYYY to DD/MM/YYYY (for reference; no direct import) automatically
Import Wise Data into TaxCalc
After converting your Wise 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 Wise into TaxCalc Today
Automatic date conversion (DD-MM-YYYY to DD/MM/YYYY (for reference; no direct import)), column mapping, and format validation.
Import Wise to TaxCalc Free