Marcus Statements for Self-Assessment Tax Return
Preparing Marcus 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 Marcus Statements Instantly
BankScan AI converts your Marcus statement PDF to a clean Excel spreadsheet in seconds — handling MM/DD/YYYY and savings-focused format with Date, Description, Amount, and Balance columns, plus detailed APY and interest accrual summary 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 Marcus Statement Format
Marcus savings and checking statements include APY calculations and interest details. BankScan AI extracts transaction data and interest accrual information.
Getting Your Marcus Statement for Self-Assessment Tax Return
In Marcus.com or the Marcus app, go to 'Statements', select the account and period, and download as PDF. Marcus focuses on savings products, so statements are relatively simple with primarily transfer and interest entries. Download Full tax year (6 April to 5 April), so 12 months of statements of statements.
How It Works
Upload your Marcus statement
Drop your Marcus by Goldman Sachs 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 Marcus's MM/DD/YYYY and savings-focused format with Date, Description, Amount, and Balance columns, plus detailed APY and interest accrual summary — 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
Marcus + Self-Assessment Tax Return Features
- Marcus optimised — Handles MM/DD/YYYY dates and savings-focused format with Date, Description, Amount, and Balance columns, plus detailed APY and interest accrual summary
- 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 Marcus statements in minutes
Convert Marcus 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 Marcus Statement Free