KashFlow + VAT Return: Complete Workflow
Preparing for vat return and using KashFlow? Quarterly VAT returns require matching bank transactions to sales and purchase invoices. Working from PDF statements adds unnecessary time to an already tight deadline. BankScan AI bridges the gap between your bank's PDF statements and KashFlow's import feature.
BankScan AI → KashFlow for VAT Return
Convert bank statement PDFs to CSV formatted for KashFlow import. Convert bank statements to Excel to quickly identify VAT-bearing transactions, match against invoices, and prepare your VAT return accurately.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 3 months per VAT quarter (standard scheme); 12 months for annual accounting scheme users 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 vat return
Upload into KashFlow and use the reconciled data for vat return.
Supported Banks
BankScan AI works with all major UK and US banks, including:
KashFlow + VAT Return 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 VAT Return — Convert bank statements to Excel to quickly identify VAT-bearing transactions, match against invoices, and prepare your VAT return accurately.
Import for VAT Return into KashFlow
After converting your bank statements for vat return:
- 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 VAT Return
VAT returns due 1 month and 7 days after the end of the VAT quarter; late submission triggers a surcharge of up to 15% of VAT owed under the default surcharge regime
Convert for KashFlow + VAT Return