Santander Statements for Self-Assessment Tax Return
Preparing Santander 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 Santander Statements Instantly
BankScan AI converts your Santander statement PDF to a clean Excel spreadsheet in seconds — handling DD/MM/YYYY and two-column debit/credit layout with separate Payments and Receipts columns 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 Santander Statement Format
Santander UK statements use a two-column debit/credit layout that requires careful parsing to maintain accuracy.
Getting Your Santander Statement for Self-Assessment Tax Return
Log in to Santander Online Banking, select your account, go to 'Statements and documents', pick the statement date, and click 'Download PDF'. For CSV/OFX exports, use 'Download transactions' with a custom date range. Download Full tax year (6 April to 5 April), so 12 months of statements of statements.
How It Works
Upload your Santander statement
Drop your Santander UK statement PDF. Supports PDF. Need Full tax year (6 April to 5 April), so 12 months of statements? Upload them all.
AI extracts every transaction
Our AI handles Santander's DD/MM/YYYY and two-column debit/credit layout with separate Payments and Receipts columns — 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
Santander + Self-Assessment Tax Return Features
- Santander optimised — Handles DD/MM/YYYY dates and two-column debit/credit layout with separate Payments and Receipts columns
- 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 Santander statements in minutes
Convert Santander 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 Santander Statement Free