Monzo Statements for VAT Return
Preparing Monzo bank statements for vat return? Quarterly VAT returns require matching bank transactions to sales and purchase invoices. Working from PDF statements adds unnecessary time to an already tight deadline.
Convert Monzo Statements Instantly
BankScan AI converts your Monzo statement PDF to a clean Excel spreadsheet in seconds — handling DD/MM/YYYY and single Amount column with positive/negative values and merchant category tags automatically. Convert bank statements to Excel to quickly identify VAT-bearing transactions, match against invoices, and prepare your VAT return accurately.
About Monzo Statement Format
Monzo provides CSV exports natively, but many clients still send PDF statements that need parsing for bookkeeping software.
Getting Your Monzo Statement for VAT Return
In the Monzo app, go to your account, tap 'Account' tab, then 'Statement history' to download PDF statements by month. For CSV exports, contact Monzo in-app chat to request a data export. Download 3 months per VAT quarter (standard scheme); 12 months for annual accounting scheme users of statements.
How It Works
Upload your Monzo statement
Drop your Monzo Bank statement PDF. Supports PDF, CSV. Need 3 months per VAT quarter (standard scheme); 12 months for annual accounting scheme users? Upload them all.
AI extracts every transaction
Our AI handles Monzo's DD/MM/YYYY and single Amount column with positive/negative values and merchant category tags — extracting VAT-inclusive sales and purchases, zero-rated transactions, .
Use for vat return
Download formatted Excel ready for vat return. Transactions split into VAT-bearing and non-VAT categories, with net and VAT amounts separated; must reconcile to Box 6 (total sales) and Box 7 (total purchases)
Monzo + VAT Return Features
- Monzo optimised — Handles DD/MM/YYYY dates and single Amount column with positive/negative values and merchant category tags
- Built for vat return — Convert bank statements to Excel to quickly identify VAT-bearing transactions, match against invoices, and prepare your VAT return accurately.
- Period coverage — Convert 3 months per VAT quarter (standard scheme); 12 months for annual accounting scheme users of Monzo statements in minutes
Convert Monzo for VAT Return — Fast
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 Monzo Statement Free