Tide Statements for Self-Assessment Tax Return
Preparing Tide 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 Tide Statements Instantly
BankScan AI converts your Tide statement PDF to a clean Excel spreadsheet in seconds — handling DD/MM/YYYY and single Amount column with category tags, invoice references, and running balance 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 Tide Statement Format
Tide business account statements include invoice references and categories that BankScan AI maps to your bookkeeping codes.
Getting Your Tide Statement for Self-Assessment Tax Return
In the Tide app, go to 'Account', tap 'Statements', select the month and download as PDF. For bookkeeping integrations, use Tide's direct CSV export under 'Transactions' > 'Export'. Download Full tax year (6 April to 5 April), so 12 months of statements of statements.
How It Works
Upload your Tide statement
Drop your Tide Business Banking statement PDF. Supports PDF, CSV. Need Full tax year (6 April to 5 April), so 12 months of statements? Upload them all.
AI extracts every transaction
Our AI handles Tide's DD/MM/YYYY and single Amount column with category tags, invoice references, and running balance — 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
Tide + Self-Assessment Tax Return Features
- Tide optimised — Handles DD/MM/YYYY dates and single Amount column with category tags, invoice references, and running balance
- 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 Tide statements in minutes
Convert Tide 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 Tide Statement Free