TaxCalc + Grant Application: Complete Workflow
Preparing for grant application and using TaxCalc? Grant applications often require evidence of financial health, cash flow, and how previous funding was spent — typically shown through bank statements. BankScan AI bridges the gap between your bank's PDF statements and TaxCalc's import feature.
BankScan AI → TaxCalc for Grant Application
Convert bank statement PDFs to CSV formatted for TaxCalc import. Convert your bank statements to clear spreadsheets that demonstrate financial health, spending patterns, and fund usage for grant applications.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 3-12 months, depending on the funder; Arts Council and Innovate UK typically require 3 months, while National Lottery may require a full year of statements.
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 use for grant application
Upload into TaxCalc and use the reconciled data for grant application.
Supported Banks
BankScan AI works with all major UK and US banks, including:
TaxCalc + Grant Application Features
- 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 Grant Application — Convert your bank statements to clear spreadsheets that demonstrate financial health, spending patterns, and fund usage for grant applications.
Import for Grant Application into TaxCalc
After converting your bank statements for grant application:
- 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 for Grant Application
Grant rounds have fixed closing dates; applications without complete financial evidence are typically rejected outright rather than given extensions
Convert for TaxCalc + Grant Application