TaxCalc + US Immigration & Visa: Complete Workflow
Preparing for us immigration & visa and using TaxCalc? US immigration applications (H-1B, L-1, EB-5, family sponsorship) require bank statements proving financial capability. USCIS needs clear, organized financial evidence. BankScan AI bridges the gap between your bank's PDF statements and TaxCalc's import feature.
BankScan AI → TaxCalc for US Immigration & Visa
Convert bank statement PDFs to CSV formatted for TaxCalc import. Convert bank statements to structured Excel spreadsheets showing balance history, income sources, and savings — formatted for USCIS evidence packages and immigration attorney review.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 12 months for most family-based petitions (I-864 Affidavit of Support); EB-5 investors need to show full source-of-funds history which may span several years 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 us immigration & visa
Upload into TaxCalc and use the reconciled data for us immigration & visa.
Supported Banks
BankScan AI works with all major UK and US banks, including:
TaxCalc + US Immigration & Visa 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 US Immigration & Visa — Convert bank statements to structured Excel spreadsheets showing balance history, income sources, and savings — formatted for USCIS evidence packages and immigration attorney review.
Import for US Immigration & Visa into TaxCalc
After converting your bank statements for us immigration & visa:
- 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 US Immigration & Visa
USCIS RFE (Request for Evidence) responses are due within 30-87 days depending on the notice; expired evidence packages require complete resubmission
Convert for TaxCalc + US Immigration & Visa