Taxfiler Bank Statement Import for Construction Companies

Convert bank statement PDFs to CSV for Taxfiler import. Built for construction companies. Saves 3-5 hours per month on CIS payment matching and subcontractor reconciliation, reducing errors that can trigger HMRC penalties

Try Free — Taxfiler + Construction Companies
99%+Accuracy
30sPer Statement
40+Banks Supported
FreeTier Available

Taxfiler + Construction Companies: Faster Bank Import

Construction firms juggle CIS deductions, subcontractor payments, material costs, and retention payments — all needing accurate bank reconciliation for HMRC. If you use Taxfiler for your accounting, you need a fast way to get bank statement data into the system.

BankScan AI for Construction Companies Using Taxfiler

BankScan AI converts any bank statement PDF to CSV formatted for direct import into Taxfiler. Convert your bank statements to Excel to quickly match CIS payments, subcontractor invoices, and material costs for VAT returns and CIS submissions.

The Construction Companies + Taxfiler Workflow

Construction companies process bank statements to match subcontractor payments against CIS deduction certificates, reconcile material supplier invoices, track retention payments held and released on projects, and prepare monthly CIS returns for HMRC. Project managers often need bank data to verify costs against project budgets.

Key terms you'll encounter: CIS deduction, retention payment, reverse charge VAT, application for payment.

How It Works

1

Upload any bank statement PDF

Supports all major banks. Saves 3-5 hours per month on CIS payment matching and subcontractor reconciliation, reducing errors that can trigger HMRC penalties

2

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).

3

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:

HSBC Barclays Lloyds NatWest Monzo Santander Revolut Chase Bank of America Wells Fargo Citibank US Bank Capital One

Taxfiler Features for Construction Companies

Import Steps for Construction Companies Using Taxfiler

As construction business, here's how to get bank data into Taxfiler:

  1. Taxfiler doesn't import bank statements directly
  2. 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 Construction Companies

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 + Construction Companies

Frequently Asked Questions

Is BankScan AI good for construction companies using Taxfiler?
Yes. BankScan AI produces CSV files for Taxfiler and is designed for construction companies. Convert your bank statements to Excel to quickly match CIS payments, subcontractor invoices, and material costs for VAT returns and CIS submissions.
What column format does Taxfiler need?
N/A — Taxfiler is a tax compliance tool. BankScan AI CSV output serves as supporting documentation and working papers. BankScan AI handles this automatically.
What software do construction companies typically pair with Taxfiler?
Construction Companies commonly use Sage 50, Xero, Evolution M. BankScan AI is compatible with all of them.
Is there a free tier?
Yes. Try BankScan AI free with limited conversions per month. Paid plans from $9.99/month.

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