PayPal → CSV for Enrolled Agents
As an enrolled agent, you need PayPal bank statements in CSV format. PayPal statements include a mix of payments, refunds, fees, and currency conversions. BankScan AI separates transaction types and preserves fee details. BankScan AI handles the conversion — DD/MM/YYYY HH:MM:SS, multi-row layout where each transaction shows Gross, Fee, and Net amounts on separate lines with running balance, and all.
How It Works
Upload PayPal PDF
Drop your PayPal statement PDF. Supports PDF, CSV.
AI converts to CSV
Parses PayPal's DD/MM/YYYY HH:MM:SS, extracts all transactions, outputs CSV (.csv).
Use in your enrolled agents work
Download and use with Drake Tax, Lacerte. Batch-convert client bank statements to Excel for fast income verification, deduction substantiation, and IRS examination responses.
PayPal + CSV + Enrolled Agents
- PayPal expertise — Handles 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
- CSV output — Smallest file size, opens in any text editor, and is the most widely accepted import format across all accounting platforms worldwide.
- Built for enrolled agents — Saves 1-2 hours per IRS examination response on bank statement analysis, plus 20-30 minutes per tax return during filing season on income verification
PayPal to CSV — For Enrolled Agents
Handles DD/MM/YYYY HH:MM:SS, outputs perfect CSV. Free tier available.
Convert PayPal to CSV Free