PayPal → Excel for Tax Preparers
As tax preparer, 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 tax preparers work
Download and use with TurboTax Pro, Drake Tax. Convert client bank statements to organized Excel spreadsheets in seconds — verify W-2 income, find deductible expenses, and prepare returns faster during tax season.
PayPal + Excel + Tax Preparers
- 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 tax preparers — Saves 15-20 minutes per return on income verification and expense identification, adding up to 8-12 hours per week during peak tax season
PayPal to Excel — For Tax Preparers
Handles DD/MM/YYYY HH:MM:SS, outputs perfect Excel. Free tier available.
Convert PayPal to Excel Free