Taxfiler + Self-Assessment Tax Return: Complete Workflow
Preparing for self-assessment tax return and using Taxfiler? Self-assessment requires reviewing a full year of bank transactions to identify income, allowable expenses, and taxable events. Doing this manually from PDFs takes hours. BankScan AI bridges the gap between your bank's PDF statements and Taxfiler's import feature.
BankScan AI → Taxfiler for Self-Assessment Tax Return
Convert bank statement PDFs to CSV formatted for Taxfiler import. Convert 12 months of bank statements to Excel in minutes. Filter, sort, and categorise transactions to identify income and allowable expenses for your SA100.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload Full tax year (6 April to 5 April), so 12 months of statements 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 self-assessment tax return
Upload into Taxfiler and use the reconciled data for self-assessment tax return.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Taxfiler + Self-Assessment Tax Return 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 Self-Assessment Tax Return — Convert 12 months of bank statements to Excel in minutes. Filter, sort, and categorise transactions to identify income and allowable expenses for your SA100.
Import for Self-Assessment Tax Return into Taxfiler
After converting your bank statements for self-assessment tax return:
- 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 Self-Assessment Tax Return
Paper returns due 31 October, online returns due 31 January following the tax year; late filing triggers automatic penalties starting at 100 GBP
Convert for Taxfiler + Self-Assessment Tax Return