Taxfiler + Rental Application: Complete Workflow
Preparing for rental application and using Taxfiler? Letting agents and referencing agencies require 3 months of bank statements to verify tenant income and affordability. Tenants need to provide clear, readable statements. BankScan AI bridges the gap between your bank's PDF statements and Taxfiler's import feature.
BankScan AI → Taxfiler for Rental Application
Convert bank statement PDFs to CSV formatted for Taxfiler import. Convert your bank statements to Excel format for clean, professional-looking financial evidence that speeds up your rental application.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 3 months of recent statements, covering the period immediately before the application 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 rental application
Upload into Taxfiler and use the reconciled data for rental application.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Taxfiler + Rental Application 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 Rental Application — Convert your bank statements to Excel format for clean, professional-looking financial evidence that speeds up your rental application.
Import for Rental Application into Taxfiler
After converting your bank statements for rental application:
- 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 Rental Application
Rental properties move fast, especially in London; referencing must often be completed within 24-48 hours to secure the property before another applicant
Convert for Taxfiler + Rental Application