Taxfiler + Probate & Estate Administration: Complete Workflow
Preparing for probate & estate administration and using Taxfiler? 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 Taxfiler's import feature.
BankScan AI → Taxfiler for Probate & Estate Administration
Convert bank statement PDFs to CSV formatted for Taxfiler 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 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 probate & estate administration
Upload into Taxfiler and use the reconciled data for probate & estate administration.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Taxfiler + Probate & Estate Administration 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 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 Taxfiler
After converting your bank statements for probate & estate administration:
- 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 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 Taxfiler + Probate & Estate Administration