TaxCalc + Probate & Estate Administration: Complete Workflow
Preparing for probate & estate administration and using TaxCalc? Executors and solicitors handling probate need to review the deceased's bank statements to value the estate, identify debts, and distribute assets. BankScan AI bridges the gap between your bank's PDF statements and TaxCalc's import feature.
BankScan AI → TaxCalc for Probate & Estate Administration
Convert bank statement PDFs to CSV formatted for TaxCalc import. Convert the deceased's bank statements to Excel for fast estate valuation, identification of standing orders, direct debits, and outstanding payments.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload Date of death statement plus 6-12 months prior to identify regular commitments, standing orders, and direct debits to cancel 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 probate & estate administration
Upload into TaxCalc and use the reconciled data for probate & estate administration.
Supported Banks
BankScan AI works with all major UK and US banks, including:
TaxCalc + Probate & Estate Administration 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 Probate & Estate Administration — Convert the deceased's bank statements to Excel for fast estate valuation, identification of standing orders, direct debits, and outstanding payments.
Import for Probate & Estate Administration into TaxCalc
After converting your bank statements for probate & estate administration:
- 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 Probate & Estate Administration
IHT400 must be submitted within 12 months of death to avoid interest charges; probate grant cannot be issued until HMRC receives the IHT forms
Convert for TaxCalc + Probate & Estate Administration