Nationwide → Excel for Tax Preparers
As tax preparer, you need Nationwide bank statements in Excel format. Nationwide statements include both current account and savings in a single PDF, which BankScan AI separates automatically. BankScan AI handles the conversion — DD MMM YYYY, single Payments and Receipts column with transaction type codes and running balance, and all.
How It Works
Upload Nationwide PDF
Drop your Nationwide statement PDF. Supports PDF.
AI converts to Excel
Parses Nationwide's DD MMM YYYY, extracts all transactions, outputs Excel (.xlsx).
Use in your tax preparers work
Download and use with TurboTax Pro, Drake Tax. Convert client bank statements to organized Excel spreadsheets in seconds — verify W-2 income, find deductible expenses, and prepare returns faster during tax season.
Nationwide + Excel + Tax Preparers
- Nationwide expertise — Handles DD MMM YYYY and single Payments and Receipts column with transaction type codes and running balance
- Excel output — Supports multiple sheets per workbook, conditional formatting for flagging large transactions, and embedded formulas for running balance verification.
- Built for tax preparers — Saves 15-20 minutes per return on income verification and expense identification, adding up to 8-12 hours per week during peak tax season
Nationwide to Excel — For Tax Preparers
Handles DD MMM YYYY, outputs perfect Excel. Free tier available.
Convert Nationwide to Excel Free