TSB Statements for Self-Assessment Tax Return
Preparing TSB 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 TSB Statements Instantly
BankScan AI converts your TSB statement PDF to a clean Excel spreadsheet in seconds — handling DD MMM YY and single column with Type indicators, payment/receipt amounts, 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 TSB Statement Format
TSB statements are formatted similarly to Lloyds. BankScan AI recognises the layout and applies the correct parsing rules.
Getting Your TSB Statement for Self-Assessment Tax Return
In TSB Internet Banking, go to 'My accounts', select your account, click 'Statements', pick the date range and download as PDF. For transaction data export, use 'Download your transactions' in CSV format. Download Full tax year (6 April to 5 April), so 12 months of statements of statements.
How It Works
Upload your TSB statement
Drop your TSB Bank 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 TSB's DD MMM YY and single column with Type indicators, payment/receipt amounts, 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
TSB + Self-Assessment Tax Return Features
- TSB optimised — Handles DD MMM YY dates and single column with Type indicators, payment/receipt amounts, 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 TSB statements in minutes
Convert TSB 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 TSB Statement Free