Lloyds Statements for Self-Assessment Tax Return
Preparing Lloyds 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 Lloyds Statements Instantly
BankScan AI converts your Lloyds statement PDF to a clean Excel spreadsheet in seconds — handling DD MMM YY and single Payment/Receipt column with type indicators and running balance 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 Lloyds Statement Format
Lloyds PDF statements use a consistent column layout, but multi-page statements sometimes split transactions across page breaks.
Getting Your Lloyds Statement for Self-Assessment Tax Return
Log in to Lloyds Internet Banking, select your account, click 'View statements', choose the period and download as PDF. CSV export is available under 'Download transactions' with custom date ranges. Download Full tax year (6 April to 5 April), so 12 months of statements of statements.
How It Works
Upload your Lloyds statement
Drop your Lloyds Banking Group 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 Lloyds's DD MMM YY and single Payment/Receipt column with type indicators and running balance — 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
Lloyds + Self-Assessment Tax Return Features
- Lloyds optimised — Handles DD MMM YY dates and single Payment/Receipt column with type indicators and running balance
- 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 Lloyds statements in minutes
Convert Lloyds 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 Lloyds Statement Free