TaxCalc + Landlords: Faster Bank Import
Landlords managing multiple properties need to track rental income and expenses from bank statements for tax returns. If you use TaxCalc for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Landlords Using TaxCalc
BankScan AI converts any bank statement PDF to CSV formatted for direct import into TaxCalc. Convert your bank statements to Excel to easily categorise rental income, maintenance costs, and mortgage payments for self-assessment.
The Landlords + TaxCalc Workflow
Landlords review bank statements to confirm tenant rent payments have been received, match maintenance invoices against bank debits, track mortgage interest payments for tax relief calculations, and collate all property-related transactions for their self-assessment tax return or accountant.
Key terms you'll encounter: rental yield, Section 24, allowable expenses, wear and tear allowance.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 1-2 hours per property per month on income and expense tracking, with portfolio landlords saving a full day each month across 10+ properties
AI formats for TaxCalc
Output as CSV with N/A — TaxCalc is tax compliance software, not bookkeeping. Use BankScan AI's Excel output as a working paper alongside TaxCalc. — dates in DD/MM/YYYY (for reference; no direct import).
Import and reconcile
TaxCalc doesn't have direct bank import — use BankScan AI to convert PDFs to CSV, then reference the spreadsheet data when completing income and expense boxes in TaxCalc. TaxCalc's SimpleStep mode walks users through each tax return box — having BankScan AI's categorised bank data open alongside makes completion significantly faster.
Supported Banks
BankScan AI works with all major UK and US banks, including:
TaxCalc Features for Landlords
- TaxCalc ready — Output formatted as CSV matching TaxCalc's expected column structure
- Smart integration — TaxCalc's SimpleStep mode walks users through each tax return box — having BankScan AI's categorised bank data open alongside makes completion significantly faster.
- Built for Landlords — Saves 1-2 hours per property per month on income and expense tracking, with portfolio landlords saving a full day each month across 10+ properties
- Software compatible — Output works directly with Excel, Hammock, Landlord Vision
Import Steps for Landlords Using TaxCalc
As landlord, here's how to get bank data into TaxCalc:
- TaxCalc doesn't have direct bank import — use BankScan AI to convert PDFs to CSV, then reference the spreadsheet data when completing income and expense boxes in TaxCalc
Common Import Issues
No direct import — common mistake is trying to import CSV into TaxCalc. Instead, use the spreadsheet as a reference document for completing tax return boxes.
TaxCalc Import — Built for Landlords
Top 3 UK tax software alongside IRIS and Taxfiler. Known for excellent HMRC integration and reliably early MTD updates each tax year.
Try Free — TaxCalc + Landlords