PayPal → OFX for Tax Advisors
As tax advisor, you need PayPal bank statements in OFX 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 OFX
Parses PayPal's DD/MM/YYYY HH:MM:SS, extracts all transactions, outputs OFX (.ofx).
Use in your tax advisors work
Download and use with TaxCalc, Taxfiler. Batch-convert entire folders of bank statement PDFs into structured spreadsheets to speed up tax return preparation and HMRC enquiry responses.
PayPal + OFX + Tax Advisors
- 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
- OFX output — Accounting software treats OFX imports like a native bank feed — transactions appear in the bank reconciliation screen ready for matching, rather than requiring manual column mapping.
- Built for tax advisors — Saves 2-3 hours per complex self-assessment return during tax season, and up to 8 hours when responding to HMRC enquiries requiring multi-year statement analysis
PayPal to OFX — For Tax Advisors
Handles DD/MM/YYYY HH:MM:SS, outputs perfect OFX. Free tier available.
Convert PayPal to OFX Free