SoFi Statements for Self-Assessment Tax Return
Preparing SoFi 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 SoFi Statements Instantly
BankScan AI converts your SoFi statement PDF to a clean Excel spreadsheet in seconds — handling MM/DD/YYYY and modern digital banking format with Date, Description, Amount, and Balance columns, plus Vaults savings goal tracking 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 SoFi Statement Format
SoFi's digital-first banking statements include Vaults, direct deposit details, and cashback tracking. BankScan AI extracts all transaction data from SoFi's modern format.
Getting Your SoFi Statement for Self-Assessment Tax Return
In the SoFi app or SoFi.com, go to 'Bank' > 'Statements', select the account and period, and download as PDF. SoFi also supports CSV exports through the transaction history page. Download Full tax year (6 April to 5 April), so 12 months of statements of statements.
How It Works
Upload your SoFi statement
Drop your SoFi Bank 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 SoFi's MM/DD/YYYY and modern digital banking format with Date, Description, Amount, and Balance columns, plus Vaults savings goal tracking — 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
SoFi + Self-Assessment Tax Return Features
- SoFi optimised — Handles MM/DD/YYYY dates and modern digital banking format with Date, Description, Amount, and Balance columns, plus Vaults savings goal tracking
- 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 SoFi statements in minutes
Convert SoFi 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 SoFi Statement Free