PayPal → Excel for Enrolled Agents
As an enrolled agent, you need PayPal bank statements in Excel 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 Excel
Parses PayPal's DD/MM/YYYY HH:MM:SS, extracts all transactions, outputs Excel (.xlsx).
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 + Excel + 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
- Excel output — Supports multiple sheets per workbook, conditional formatting for flagging large transactions, and embedded formulas for running balance verification.
- 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 Excel — For Enrolled Agents
Handles DD/MM/YYYY HH:MM:SS, outputs perfect Excel. Free tier available.
Convert PayPal to Excel Free