Pandle + VAT Return: Complete Workflow
Preparing for vat return and using Pandle? Quarterly VAT returns require matching bank transactions to sales and purchase invoices. Working from PDF statements adds unnecessary time to an already tight deadline. BankScan AI bridges the gap between your bank's PDF statements and Pandle's import feature.
BankScan AI → Pandle for VAT Return
Convert bank statement PDFs to CSV / QIF formatted for Pandle import. Convert bank statements to Excel to quickly identify VAT-bearing transactions, match against invoices, and prepare your VAT return accurately.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 3 months per VAT quarter (standard scheme); 12 months for annual accounting scheme users of statements.
AI formats for Pandle
Output as CSV / QIF with Date, Description, Money In, Money Out — Pandle requires separate columns for credits and debits — dates in DD/MM/YYYY.
Import and use for vat return
Upload into Pandle and use the reconciled data for vat return.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Pandle + VAT Return Features
- Pandle ready — Output formatted as CSV / QIF matching Pandle's expected column structure
- Smart integration — Pandle's self-assessment feature pulls data from imported bank transactions to estimate your tax bill and generate SA100 figures automatically.
- Built for VAT Return — Convert bank statements to Excel to quickly identify VAT-bearing transactions, match against invoices, and prepare your VAT return accurately.
Import for VAT Return into Pandle
After converting your bank statements for vat return:
- In Pandle, go to Banking > select your account > Import Transactions
- Upload the CSV or QIF file from BankScan AI
- Pandle auto-maps standard column formats
Common Import Issues
Pandle's free tier limits bank feed connections — manual CSV import via BankScan AI is the workaround for banks without direct Pandle feeds.
Pandle Import for VAT Return
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 for Pandle + VAT Return