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Import Bank Statements into KashFlow for Self-Assessment Tax Return

Convert bank statement PDFs for self-assessment tax return and import into KashFlow. Owned by IRIS Software since 2013. Positioned as entry-level cloud accounting for UK micro-businesses who find Xero and QuickBooks too complex. All banks supported.

Convert for KashFlow + Self-Assessment Tax Return
99%+Accuracy
30sPer Statement
40+Banks Supported
FreeTier Available

KashFlow + Self-Assessment Tax Return: Complete Workflow

Preparing for self-assessment tax return and using KashFlow? 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. BankScan AI bridges the gap between your bank's PDF statements and KashFlow's import feature.

BankScan AI → KashFlow for Self-Assessment Tax Return

Convert bank statement PDFs to CSV formatted for KashFlow import. Convert 12 months of bank statements to Excel in minutes. Filter, sort, and categorise transactions to identify income and allowable expenses for your SA100.

How It Works

1

Upload your bank statement PDF

Supports all major banks. Upload Full tax year (6 April to 5 April), so 12 months of statements of statements.

2

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.

3

Import and use for self-assessment tax return

Upload into KashFlow and use the reconciled data for self-assessment tax return.

Supported Banks

BankScan AI works with all major UK and US banks, including:

HSBC Barclays Lloyds NatWest Monzo Santander Revolut Chase Bank of America Wells Fargo Citibank US Bank Capital One

KashFlow + Self-Assessment Tax Return Features

Import for Self-Assessment Tax Return into KashFlow

After converting your bank statements for self-assessment tax return:

  1. In KashFlow, go to Bank > Bank Accounts > select your account > Import Transactions
  2. 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 Self-Assessment Tax Return

Paper returns due 31 October, online returns due 31 January following the tax year; late filing triggers automatic penalties starting at 100 GBP

Convert for KashFlow + Self-Assessment Tax Return

Frequently Asked Questions

Can I import bank statements into KashFlow for self-assessment tax return?
Yes. BankScan AI converts PDFs to CSV for KashFlow. Convert 12 months of bank statements to Excel in minutes. Filter, sort, and categorise transactions to identify income and allowable expenses for your SA100.
What format does KashFlow need?
KashFlow requires Date, Reference, Amount — KashFlow uses a single amount column where positive is money in and negative is money out with dates in DD/MM/YYYY. BankScan AI handles this automatically.
How many months for self-assessment tax return?
Typically Full tax year (6 April to 5 April), so 12 months of statements. HMRC, for self-assessment filing; also your accountant or tax advisor preparing the return on your behalf will specify the exact period.
Is there a free tier?
Yes. Try free with limited conversions. Paid plans from $9.99/month.

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