TurboTax + Self-Assessment Tax Return: Complete Workflow
Preparing for self-assessment tax return and using TurboTax? 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. BankScan AI bridges the gap between your bank's PDF statements and TurboTax's import feature.
BankScan AI → TurboTax for Self-Assessment Tax Return
Convert bank statement PDFs to CSV formatted for TurboTax import. Convert 12 months of bank statements to Excel in minutes. Filter, sort, and categorise transactions to identify income and allowable expenses for your SA100.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload Full tax year (6 April to 5 April), so 12 months of statements of statements.
AI formats for TurboTax
Output as CSV with N/A — TurboTax is tax filing software. Use BankScan AI output as a working reference to complete income and deduction sections. — dates in MM/DD/YYYY (for reference).
Import and use for self-assessment tax return
Upload into TurboTax and use the reconciled data for self-assessment tax return.
Supported Banks
BankScan AI works with all major UK and US banks, including:
TurboTax + Self-Assessment Tax Return Features
- TurboTax ready — Output formatted as CSV matching TurboTax's expected column structure
- Smart integration — TurboTax's expense finder feature works alongside BankScan AI data — cross-reference your converted statements with TurboTax's deduction suggestions for maximum tax savings.
- 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.
Import for Self-Assessment Tax Return into TurboTax
After converting your bank statements for self-assessment tax return:
- TurboTax doesn't import bank CSVs directly
- Use BankScan AI to convert PDFs to Excel, then sort transactions by category to identify deductible expenses for manual entry into TurboTax
Common Import Issues
No direct import. Common mistake: trying to upload CSV into TurboTax. Instead, use the spreadsheet to verify W-2 income, identify 1099 payments, and find deductible expenses.
TurboTax Import for Self-Assessment Tax Return
Paper returns due 31 October, online returns due 31 January following the tax year; late filing triggers automatic penalties starting at 100 GBP
Convert for TurboTax + Self-Assessment Tax Return