Wise + Taxfiler: Bridge the Gap
Need to get your Wise (formerly TransferWise) bank statement into Taxfiler? 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 — Taxfiler is a tax compliance tool. BankScan AI CSV output serves as supporting documentation and working papers.) for Taxfiler import.
How BankScan AI Converts Wise 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. 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 Taxfiler
Our AI parses Wise'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.
Wise to Taxfiler 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
- 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 Wise Data into Taxfiler
After converting your Wise 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 Wise into Taxfiler Today
Automatic date conversion (DD-MM-YYYY to DD/MM/YYYY (for reference)), column mapping, and format validation.
Import Wise to Taxfiler Free