Taxfiler + Charities & Non-Profits: Faster Bank Import
Charities need accurate financial records for trustees, donors, and the Charity Commission — but often rely on volunteers without accounting expertise. If you use Taxfiler for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Charities & Non-Profits Using Taxfiler
BankScan AI converts any bank statement PDF to CSV formatted for direct import into Taxfiler. Make bank statement reconciliation simple for volunteer treasurers. Upload statements, get clean spreadsheets for your financial reports.
The Charities & Non-Profits + Taxfiler Workflow
Charity treasurers collect bank statements monthly, reconcile them against donation records and grant income, allocate expenditure to restricted and unrestricted funds, and prepare reports for trustee meetings. Annual accounts must be filed with the Charity Commission, requiring a full year of reconciled bank data.
Key terms you'll encounter: restricted funds, unrestricted funds, fund accounting, Charity SORP.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves volunteer treasurers 2-3 hours per month on bank reconciliation, reducing reliance on accounting expertise that small charities often lack
AI formats for Taxfiler
Output as CSV with N/A — Taxfiler is a tax compliance tool. BankScan AI CSV output serves as supporting documentation and working papers. — dates in DD/MM/YYYY (for reference).
Import and reconcile
Taxfiler doesn't import bank statements directly. Convert with BankScan AI, then use the CSV data to verify income figures and categorise expenses within Taxfiler's accounts production module. Taxfiler's accounts production can reference categorised bank data from BankScan AI spreadsheets to auto-populate trial balance figures.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Taxfiler Features for Charities & Non-Profits
- Taxfiler ready — Output formatted as CSV matching Taxfiler's expected column structure
- Smart integration — Taxfiler's accounts production can reference categorised bank data from BankScan AI spreadsheets to auto-populate trial balance figures.
- Built for Charities & Non-Profits — Saves volunteer treasurers 2-3 hours per month on bank reconciliation, reducing reliance on accounting expertise that small charities often lack
- Software compatible — Output works directly with Xero, QuickBooks, LibreOffice Calc
Import Steps for Charities & Non-Profits Using Taxfiler
As charity, here's how to get bank data into Taxfiler:
- Taxfiler doesn't import bank statements directly
- Convert with BankScan AI, then use the CSV data to verify income figures and categorise expenses within Taxfiler's accounts production module
Common Import Issues
No direct import. Use BankScan AI output as working papers — sort by category to identify employment income, self-employment turnover, rental income, and capital gains.
Taxfiler Import — Built for Charities & Non-Profits
Cloud-native competitor to TaxCalc and IRIS for UK accountancy practices. Strong on CT600 and accounts production with good Companies House filing integration.
Try Free — Taxfiler + Charities & Non-Profits