KashFlow + Sales Tax Reporting: Complete Workflow
Preparing for sales tax reporting and using KashFlow? Businesses selling across multiple states need to reconcile bank deposits with sales tax collected, analyze economic nexus thresholds, and prepare multi-state filings. BankScan AI bridges the gap between your bank's PDF statements and KashFlow's import feature.
BankScan AI → KashFlow for Sales Tax Reporting
Convert bank statement PDFs to CSV formatted for KashFlow import. Convert bank statements to Excel to reconcile sales deposits across states, verify tax collected amounts, and prepare accurate multi-state sales tax returns.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload Monthly, quarterly, or annually depending on the state and filing frequency assigned based on sales volume of statements.
AI formats for KashFlow
Output as CSV with Date, Reference, Amount — KashFlow uses a single amount column where positive is money in and negative is money out — dates in DD/MM/YYYY.
Import and use for sales tax reporting
Upload into KashFlow and use the reconciled data for sales tax reporting.
Supported Banks
BankScan AI works with all major UK and US banks, including:
KashFlow + Sales Tax Reporting Features
- KashFlow ready — Output formatted as CSV matching KashFlow's expected column structure
- Smart integration — KashFlow's 'PayPal sync' feature combined with bank statement import gives a complete picture of both online and bank transactions in one view.
- Built for Sales Tax Reporting — Convert bank statements to Excel to reconcile sales deposits across states, verify tax collected amounts, and prepare accurate multi-state sales tax returns.
Import for Sales Tax Reporting into KashFlow
After converting your bank statements for sales tax reporting:
- In KashFlow, go to Bank > Bank Accounts > select your account > Import Transactions
- Upload the CSV from BankScan AI and confirm the column mapping
Common Import Issues
KashFlow can reject imports if the CSV has blank rows between transactions or if the date column has inconsistent formatting across rows.
KashFlow Import for Sales Tax Reporting
Filing frequencies vary by state; California and Texas returns are due by the last day of the month following the reporting period; late filing penalties typically 5-25% of tax due
Convert for KashFlow + Sales Tax Reporting