Taxfiler + Visa Application: Complete Workflow
Preparing for visa application and using Taxfiler? UK visa applications (Tier 1, Tier 2, spouse, student) require bank statements proving financial capability. The Home Office needs clear, organised financial evidence. BankScan AI bridges the gap between your bank's PDF statements and Taxfiler's import feature.
BankScan AI → Taxfiler for Visa Application
Convert bank statement PDFs to CSV formatted for Taxfiler import. Convert your bank statements to structured Excel spreadsheets that clearly show your balance history, income sources, and regular savings — formatted for visa evidence bundles.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 6 months for most visa categories; 12 months for Innovator Founder and some ILR applications 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 visa application
Upload into Taxfiler and use the reconciled data for visa application.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Taxfiler + Visa 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 Visa Application — Convert your bank statements to structured Excel spreadsheets that clearly show your balance history, income sources, and regular savings — formatted for visa evidence bundles.
Import for Visa Application into Taxfiler
After converting your bank statements for visa 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 Visa Application
Statements must cover the period ending no more than 31 days before the visa application date; delays mean re-obtaining fresh statements
Convert for Taxfiler + Visa Application