Mercury Statements for Self-Assessment Tax Return
Preparing Mercury 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 Mercury Statements Instantly
BankScan AI converts your Mercury statement PDF to a clean Excel spreadsheet in seconds — handling MM/DD/YYYY and modern fintech format with Date, Description, Amount, and Balance columns, plus detailed wire transfer and ACH originator information 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 Mercury Statement Format
Mercury's fintech banking statements are popular with startups and tech companies. BankScan AI handles Mercury's wire-heavy, API-friendly transaction format.
Getting Your Mercury Statement for Self-Assessment Tax Return
In Mercury's dashboard, go to 'Accounts', select the account, click 'Statements', and download as PDF. For CSV exports, use the 'Export' button on the transactions page. Mercury also offers API access for programmatic statement generation. Download Full tax year (6 April to 5 April), so 12 months of statements of statements.
How It Works
Upload your Mercury statement
Drop your Mercury (startup banking) statement PDF. Supports PDF, CSV. Need Full tax year (6 April to 5 April), so 12 months of statements? Upload them all.
AI extracts every transaction
Our AI handles Mercury's MM/DD/YYYY and modern fintech format with Date, Description, Amount, and Balance columns, plus detailed wire transfer and ACH originator information — 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
Mercury + Self-Assessment Tax Return Features
- Mercury optimised — Handles MM/DD/YYYY dates and modern fintech format with Date, Description, Amount, and Balance columns, plus detailed wire transfer and ACH originator information
- 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 Mercury statements in minutes
Convert Mercury 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 Mercury Statement Free