NatWest Statements for Self-Assessment Tax Return
Preparing NatWest 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 NatWest Statements Instantly
BankScan AI converts your NatWest statement PDF to a clean Excel spreadsheet in seconds — handling DD/MM/YYYY and separate Paid In and Paid Out columns with a Balance column on the right 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 NatWest Statement Format
NatWest statements include detailed transaction references that can cause column misalignment in generic converters.
Getting Your NatWest Statement for Self-Assessment Tax Return
In NatWest Online Banking, go to 'Statements', select your account and statement period, then click 'Download' and choose PDF format. For data exports, use 'Download transactions' with OFX or CSV options. Download Full tax year (6 April to 5 April), so 12 months of statements of statements.
How It Works
Upload your NatWest statement
Drop your NatWest Bank 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 NatWest's DD/MM/YYYY and separate Paid In and Paid Out columns with a Balance column on the right — 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
NatWest + Self-Assessment Tax Return Features
- NatWest optimised — Handles DD/MM/YYYY dates and separate Paid In and Paid Out columns with a Balance column on the right
- 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 NatWest statements in minutes
Convert NatWest 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 NatWest Statement Free