99%+Accuracy
30sPer Statement
40+Banks Supported
FreeTier Available
TD Bank → OFX for Enrolled Agents
As an enrolled agent, you need TD Bank bank statements in OFX 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. BankScan AI handles the conversion — MM/DD, straightforward chronological layout with Date, Description, Withdrawals, Deposits, and Balance columns, and all.
How It Works
1
Upload TD Bank PDF
Drop your TD Bank statement PDF. Supports PDF.
2
AI converts to OFX
Parses TD Bank's MM/DD, extracts all transactions, outputs OFX (.ofx).
3
Use in your enrolled agents work
Download and use with Drake Tax, Lacerte. Batch-convert client bank statements to Excel for fast income verification, deduction substantiation, and IRS examination responses.
TD Bank + OFX + Enrolled Agents
- TD Bank expertise — Handles MM/DD and straightforward chronological layout with Date, Description, Withdrawals, Deposits, and Balance columns
- OFX output — Accounting software treats OFX imports like a native bank feed — transactions appear in the bank reconciliation screen ready for matching, rather than requiring manual column mapping.
- Built for enrolled agents — Saves 1-2 hours per IRS examination response on bank statement analysis, plus 20-30 minutes per tax return during filing season on income verification
TD Bank to OFX — For Enrolled Agents
Handles MM/DD, outputs perfect OFX. Free tier available.
Convert TD Bank to OFX FreeFrequently Asked Questions
Can I convert TD Bank to OFX?
Yes. BankScan AI converts TD Bank PDFs to OFX with MM/DD and all transaction details preserved. BankScan AI generates OFX 2.2 compliant files with proper BANKACCTFROM headers, STMTTRN transaction records, and FITID unique identifiers for each transaction to prevent duplicates on re-import.
Is OFX right for enrolled agents?
Direct import into QuickBooks Desktop, Microsoft Money, GnuCash, and other personal finance applications that accept OFX bank feeds Enrolled Agents particularly benefit from Accounting software treats OFX imports like a native bank feed — transactions appear in the bank reconciliation screen ready for matching, rather than requiring manual column mapping..
How accurate is the conversion?
BankScan AI achieves 99%+ accuracy on TD Bank statements, handling Extended banking hours transactions show timestamps outside normal business hours which can affect date assignment, TD Ameritrade sweep account transfers appear as regular banking transactions, and the green-branded PDF uses colour formatting that can interfere with greyscale scanning automatically.