Taxfiler + Enrolled Agents: Faster Bank Import
Enrolled Agents representing clients before the IRS need to review bank statements for tax return preparation, audit defense, and compliance verification. If you use Taxfiler for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Enrolled Agents Using Taxfiler
BankScan AI converts any bank statement PDF to CSV formatted for direct import into Taxfiler. Batch-convert client bank statements to Excel for fast income verification, deduction substantiation, and IRS examination responses.
The Enrolled Agents + Taxfiler Workflow
Enrolled Agents review client bank statements to verify income reported on tax returns, identify unreported income during IRS examinations, substantiate deductions claimed, and prepare documentation for audit defense. They compare bank deposits against 1099s and W-2s to identify discrepancies and help clients respond to IRS notices and correspondence audits.
Key terms you'll encounter: IRS examination, correspondence audit, bank deposit analysis, Circular 230.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 1-2 hours per IRS examination response on bank statement analysis, plus 20-30 minutes per tax return during filing season on income verification
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 Enrolled Agents
- 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 Enrolled Agents — Saves 1-2 hours per IRS examination response on bank statement analysis, plus 20-30 minutes per tax return during filing season on income verification
- Software compatible — Output works directly with Drake Tax, Lacerte, ProConnect Tax
Import Steps for Enrolled Agents Using Taxfiler
As an enrolled agent, 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 Enrolled Agents
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 + Enrolled Agents