IRIS + IRS Audit: Complete Workflow
Preparing for irs audit and using IRIS? IRS audits require detailed bank statement analysis to verify reported income, substantiate deductions, and respond to Information Document Requests (IDRs) within tight deadlines. BankScan AI bridges the gap between your bank's PDF statements and IRIS's import feature.
BankScan AI → IRIS for IRS Audit
Convert bank statement PDFs to CSV formatted for IRIS import. Batch-convert years of bank statements to searchable Excel spreadsheets for rapid IRS audit response, income verification, and deduction substantiation.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 3 years under normal statute of limitations; 6 years if substantial understatement suspected; unlimited for fraud or unfiled returns of statements.
AI formats for IRIS
Output as CSV with Date, Narrative, Debit, Credit — IRIS uses Narrative instead of Description and requires separate Debit/Credit columns — dates in DD/MM/YYYY.
Import and use for irs audit
Upload into IRIS and use the reconciled data for irs audit.
Supported Banks
BankScan AI works with all major UK and US banks, including:
IRIS + IRS Audit Features
- IRIS ready — Output formatted as CSV matching IRIS's expected column structure
- Smart integration — IRIS links bank transactions directly to tax computations, so imported statements feed into both bookkeeping and tax return preparation simultaneously.
- Built for IRS Audit — Batch-convert years of bank statements to searchable Excel spreadsheets for rapid IRS audit response, income verification, and deduction substantiation.
Import for IRS Audit into IRIS
After converting your bank statements for irs audit:
- In IRIS Accountancy Suite, open the client file, go to Bank > Import Transactions
- Select the CSV file, map columns to Date, Narrative, Debit, Credit, and import
Common Import Issues
IRIS is strict about column naming — use 'Narrative' not 'Description'. Also requires the CSV to not contain any currency symbols in amount columns.
IRIS Import for IRS Audit
IDR responses typically due within 10-15 business days; statute of limitations expiry creates urgency for both taxpayer and IRS to resolve the audit
Convert for IRIS + IRS Audit