TSB → Google Sheets for Enrolled Agents
As an enrolled agent, you need TSB bank statements in Google Sheets format. TSB statements are formatted similarly to Lloyds. BankScan AI recognises the layout and applies the correct parsing rules. BankScan AI handles the conversion — DD MMM YY, single column with Type indicators, payment/receipt amounts, and running balance, and all.
How It Works
Upload TSB PDF
Drop your TSB statement PDF. Supports PDF.
AI converts to Google Sheets
Parses TSB's DD MMM YY, extracts all transactions, outputs Google Sheets (cloud format).
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.
TSB + Google Sheets + Enrolled Agents
- TSB expertise — Handles DD MMM YY and single column with Type indicators, payment/receipt amounts, and running balance
- Google Sheets output — Real-time collaboration, comment threads on specific transactions, version history, and the ability to share with clients via a simple link without email attachments.
- 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
TSB to Google Sheets — For Enrolled Agents
Handles DD MMM YY, outputs perfect Google Sheets. Free tier available.
Convert TSB to Google Sheets Free