Stripe Statements for Self-Assessment Tax Return
Preparing Stripe 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 Stripe Statements Instantly
BankScan AI converts your Stripe statement PDF to a clean Excel spreadsheet in seconds — handling YYYY-MM-DD and payout-centric layout listing individual charges, refunds, fees, and adjustments grouped by payout batch with net settlement amount 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 Stripe Statement Format
Stripe payout statements list individual charges, refunds, and fees per payout batch. BankScan AI expands payout summaries into line-by-line transaction detail.
Getting Your Stripe Statement for Self-Assessment Tax Return
In the Stripe Dashboard, go to 'Balance' > 'Payouts', click on any payout to see its component transactions. For bulk exports, use 'Reports' > 'Financial reports' to download CSV files. The Stripe API also supports programmatic statement generation. Download Full tax year (6 April to 5 April), so 12 months of statements of statements.
How It Works
Upload your Stripe statement
Drop your Stripe Payments UK statement PDF. Supports PDF, CSV. Need Full tax year (6 April to 5 April), so 12 months of statements? Upload them all.
AI extracts every transaction
Our AI handles Stripe's YYYY-MM-DD and payout-centric layout listing individual charges, refunds, fees, and adjustments grouped by payout batch with net settlement amount — 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
Stripe + Self-Assessment Tax Return Features
- Stripe optimised — Handles YYYY-MM-DD dates and payout-centric layout listing individual charges, refunds, fees, and adjustments grouped by payout batch with net settlement amount
- 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 Stripe statements in minutes
Convert Stripe 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 Stripe Statement Free