TD Bank Statements for Self-Assessment Tax Return
Preparing TD Bank bank statements for self-assessment tax return? 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.
Convert TD Bank Statements Instantly
BankScan AI converts your TD Bank statement PDF to a clean Excel spreadsheet in seconds — handling MM/DD and straightforward chronological layout with Date, Description, Withdrawals, Deposits, and Balance columns automatically. Convert 12 months of bank statements to Excel in minutes. Filter, sort, and categorise transactions to identify income and allowable expenses for your SA100.
About TD Bank Statement Format
TD Bank US statements use a straightforward layout with daily balances and categorized transactions. BankScan AI handles both personal and business TD Bank statement formats.
Getting Your TD Bank Statement for Self-Assessment Tax Return
In TD Bank Online Banking, click your account, go to 'Statements & Documents', select the period, and download as PDF. For CSV or OFX exports, use the 'Download' option on the transaction history page. Download Full tax year (6 April to 5 April), so 12 months of statements of statements.
How It Works
Upload your TD Bank statement
Drop your TD Bank (US) statement PDF. Supports PDF. Need Full tax year (6 April to 5 April), so 12 months of statements? Upload them all.
AI extracts every transaction
Our AI handles TD Bank's MM/DD and straightforward chronological layout with Date, Description, Withdrawals, Deposits, and Balance columns — extracting Self-employment income, rental income, interest earned, divi.
Use for self-assessment tax return
Download formatted Excel ready for self-assessment tax return. Transactions categorised by SA100 box number or trade income/expense type; annual totals per category for direct entry into tax return
TD Bank + Self-Assessment Tax Return Features
- TD Bank optimised — Handles MM/DD dates and straightforward chronological layout with Date, Description, Withdrawals, Deposits, and Balance columns
- 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.
- Period coverage — Convert Full tax year (6 April to 5 April), so 12 months of statements of TD Bank statements in minutes
Convert TD Bank for Self-Assessment Tax Return — Fast
Paper returns due 31 October, online returns due 31 January following the tax year; late filing triggers automatic penalties starting at 100 GBP
Convert TD Bank Statement Free