PayPal Statements for Self-Assessment Tax Return
Preparing PayPal 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 PayPal Statements Instantly
BankScan AI converts your PayPal statement PDF to a clean Excel spreadsheet in seconds — handling DD/MM/YYYY HH:MM:SS and multi-row layout where each transaction shows Gross, Fee, and Net amounts on separate lines with running balance 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 PayPal Statement Format
PayPal statements include a mix of payments, refunds, fees, and currency conversions. BankScan AI separates transaction types and preserves fee details.
Getting Your PayPal Statement for Self-Assessment Tax Return
In PayPal, go to 'Activity', click 'Statements', select the month, and download as PDF. For CSV exports suitable for accounting software, use 'Activity' > 'Download' and select the date range and format. The CSV export includes more detail than the PDF. Download Full tax year (6 April to 5 April), so 12 months of statements of statements.
How It Works
Upload your PayPal statement
Drop your PayPal UK 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 PayPal's DD/MM/YYYY HH:MM:SS and multi-row layout where each transaction shows Gross, Fee, and Net amounts on separate lines with running balance — 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
PayPal + Self-Assessment Tax Return Features
- PayPal optimised — Handles DD/MM/YYYY HH:MM:SS dates and multi-row layout where each transaction shows Gross, Fee, and Net amounts on separate lines with running balance
- 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 PayPal statements in minutes
Convert PayPal 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 PayPal Statement Free