Truist Statements + Tax Advisors Workflow
As tax advisor, you regularly handle Truist bank statements. Tax advisors need to review multiple years of bank statements during tax investigations or self-assessment preparation.
BankScan AI: Truist to Excel for Tax Advisors
BankScan AI converts Truist statements to Excel automatically — handling MM/DD and sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance. Batch-convert entire folders of bank statement PDFs into structured spreadsheets to speed up tax return preparation and HMRC enquiry responses.
About Truist Statement Format
Truist statements combine the legacy BB&T and SunTrust formats. BankScan AI recognizes both heritage layouts and extracts transactions accurately.
Truist Statement Quirks
Truist uses MM/DD with sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance. Common issues: Legacy BB&T and SunTrust statement formats still appear for customers who have not yet been fully migrated, the merger created accounts with different numbering schemes, and Truist One checking reward entries use a unique format. BankScan AI handles all of these automatically.
How Tax Advisors Handle Truist Statements
When working with Truist statements, tax advisors need to Tax advisors collect bank statements alongside P60s, dividend vouchers, and rental income records to prepare self-assessment returns. During HMRC enquiries, they must review multiple years of statemen
Key terms you'll encounter: self-assessment, HMRC enquiry, information notice, tax computation, capital allowances.
How It Works
Upload Truist statement
Drag and drop your Truist PDF. Supports PDF. Our AI handles MM/DD automatically.
AI parses the statement
Our AI understands Truist's sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance and extracts every transaction with 99%+ accuracy.
Use in your tax advisors workflow
Download Excel ready for TaxCalc, Taxfiler or direct analysis.
Truist + Tax Advisors Features
- Legacy BB&T and — SunTrust formatting may still appear depending on account migration status
- Truist One checking — tier benefits are summarised in the statement header
- Built for Tax Advisors — Saves 2-3 hours per complex self-assessment return during tax season, and up to 8 hours when responding to HMRC enquiries requiring multi-year statement analysis
- Software compatible — Output works directly with TaxCalc, Taxfiler, IRIS
Convert Truist Statements — Built for Tax Advisors
Handles MM/DD dates, sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance, and PDF formats automatically.
Convert Truist Statements Free