Taxfiler + Bankruptcy Filing: Complete Workflow
Preparing for bankruptcy filing and using Taxfiler? Bankruptcy attorneys and filers need 6+ months of bank statements for means testing, Schedule I/J preparation, and trustee review in Chapter 7 and Chapter 13 cases. BankScan AI bridges the gap between your bank's PDF statements and Taxfiler's import feature.
BankScan AI → Taxfiler for Bankruptcy Filing
Convert bank statement PDFs to CSV formatted for Taxfiler import. Convert bank statements to Excel for quick means test analysis, income/expense categorization, and complete financial disclosure required by bankruptcy courts.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 6 months of statements for means test (CMI calculation); trustees may request up to 2 years to identify preferential or fraudulent transfers of statements.
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 use for bankruptcy filing
Upload into Taxfiler and use the reconciled data for bankruptcy filing.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Taxfiler + Bankruptcy Filing Features
- 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 Bankruptcy Filing — Convert bank statements to Excel for quick means test analysis, income/expense categorization, and complete financial disclosure required by bankruptcy courts.
Import for Bankruptcy Filing into Taxfiler
After converting your bank statements for bankruptcy filing:
- 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 for Bankruptcy Filing
Bankruptcy petition triggers automatic stay immediately; however, required documents (including bank statements) must be filed within 45 days or the case may be dismissed
Convert for Taxfiler + Bankruptcy Filing