Investec Statements for Self-Assessment Tax Return
Preparing Investec bank statements for self-assessment tax return? Self-assessment requires reviewing a full year of bank transactions to identify income, allowable expenses, and taxable events. Doing this manually from PDFs takes hours.
Convert Investec Statements Instantly
BankScan AI converts your Investec statement PDF to a clean Excel spreadsheet in seconds — handling DD MMM YYYY and premium layout with separate banking and investment sections, each with their own column structures automatically. Convert 12 months of bank statements to Excel in minutes. Filter, sort, and categorise transactions to identify income and allowable expenses for your SA100.
About Investec Statement Format
Investec private banking statements include investment account summaries alongside current account transactions. BankScan AI separates and converts the banking transactions.
Getting Your Investec Statement for Self-Assessment Tax Return
In Investec Online, navigate to 'Banking', select your account, and download statements under 'Statements & documents'. For investment account summaries, use the 'Wealth & Investment' section separately. Download Full tax year (6 April to 5 April), so 12 months of statements of statements.
How It Works
Upload your Investec statement
Drop your Investec Bank UK statement PDF. Supports PDF. Need Full tax year (6 April to 5 April), so 12 months of statements? Upload them all.
AI extracts every transaction
Our AI handles Investec's DD MMM YYYY and premium layout with separate banking and investment sections, each with their own column structures — extracting Self-employment income, rental income, interest earned, divi.
Use for self-assessment tax return
Download formatted Excel ready for self-assessment tax return. Transactions categorised by SA100 box number or trade income/expense type; annual totals per category for direct entry into tax return
Investec + Self-Assessment Tax Return Features
- Investec optimised — Handles DD MMM YYYY dates and premium layout with separate banking and investment sections, each with their own column structures
- Built for self-assessment tax return — Convert 12 months of bank statements to Excel in minutes. Filter, sort, and categorise transactions to identify income and allowable expenses for your SA100.
- Period coverage — Convert Full tax year (6 April to 5 April), so 12 months of statements of Investec statements in minutes
Convert Investec for Self-Assessment Tax Return — Fast
Paper returns due 31 October, online returns due 31 January following the tax year; late filing triggers automatic penalties starting at 100 GBP
Convert Investec Statement Free